The Balance Period feature defines how employee working time is managed and evaluated over time within the system.
It defines how actual worked time is compared against the working time fund, how working time balances are created, and how these balances are carried forward and settled within a balance period.
KEY COMPONENTS
- Balance Period
Defines the time frame in which actual worked time is evaluated against the working time fund. - Balance
Represents the difference between actual worked time and the working time fund within a balance period. - Balance Type
Defines whether a balance is positive (surplus) or negative (deficit). - Cumulative Balance
Represents the continuously accumulated result of balances across periods that is carried forward until settled. - Tracked Overtime
Represents worked hours explicitly marked as overtime and excluded from standard worked time totals. - Balance Period Type
Defines whether the balance period is fixed (predefined dates) or rolling (moving time window).
PERMISSIONS
- WorkSheetViewWorkSheetViewAllows viewing worksheets.
- OwnWorkSheetViewOwnWorkSheetViewAllows viewing own worksheet.
BALANCE PERIOD CONFIGURATION
- Basic configuration
Performed in Administration under Balance Period.
2. Balance Property configuration
Used to configure a fixed balance period.
The default value must be set to 0, and the duration of the balance period must be defined.
3. Balance period assignment
The created balance period must be assigned to organizational units, working time models, or individual employees.
When assigned at multiple levels, the balance period assigned closest to the employee takes precedence.
ROSTER VIEW
Balance period values are displayed on the roster through:
- Minimum required propreties:
- Transferred balance from previous period
- Refunded balance
- Setup of Property Type:
None,Data Type:PropertyDataType.DurationHoursorPropertyDataType.DurationSeconds
2. RosterComputations Configuration parameter
- Calculation type:
ReportProperty - Links roster properties with corresponding report metrics
REPORTS
Balance period display requires a report with the following statistics:
CumulativeBalance_TransferredBalanceFromPreviousPeriodStatisticsMethod.CumulativeBalance_TransferredBalanceFromPreviousPeriodStarting worked hours carried over from previous months within the balance period to the selected month. The selected period must correspond to a single calendar month.CumulativeBalance_RefundedBalancStatisticsMethod.CumulativeBalance_RefundedBalancePaid overtime hours in the selected month. The selected period must correspond to a single calendar monthe
Balance period implementation
The balance period feature is designed to support flexible management of working time balances and overtime across different organizational structures and legal or contractual requirements.
It allows organizations to define how working time surpluses and deficits are accumulated, carried over, compensated, or paid out over a defined period, whether fixed or running. Balance periods can be configured at multiple levels, including organizational units, working time models, and individual employees, enabling precise alignment with local rules and business needs.
The feature relies on clearly defined calculation and closure logic that determines how balances are created, transferred, offset, or settled during monthly attendance closures, as well as at the end of a balance period or upon employment termination.
Below are real business scenarios illustrating how balance periods are applied in practice, including the handling of tracked overtime activities, cumulative balances, and their impact on payroll integration and reporting.
This approach minimizes manual adjustments, reduces exceptional handling, and ensures transparent, consistent, and auditable balance management across planning, attendance, and payroll processes.