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.
Balance Period Delivered Results
Balance Period feature in AristoTelos provide:
- Clear, finalized balance results
- Payroll-ready overtime values
- Transparent roster-level indicators
- Consistent data for integrations
Together, these results turn balance period processing into actionable business information that can be trusted across planning, payroll, and downstream systems.
ROSTER-LEVEL BALANCE VISIBILITY
One of the key outputs of the balance period logic is direct balance visibility on the roster.
What Is Visible on the Roster
Depending on configuration, planners and managers can see:
- Balance transferred from the previous period
- Balance created in the current period
- Balance carried forward to the next period
- Paid balance for the current month
- Aggregated paid balance for a longer period
- Balance that must be settled due to balance period rules
- Tracked paid overtime
- Tracked compensatory overtime
All values are derived from balance period calculations and exposed through roster properties.
Business Value
- Enables informed planning decisions
- Helps control overtime before it escalates
- Provides immediate insight without opening reports
WORKSHEET BALANCE RESULTS
The worksheet serves as the consolidated balance output for each employee.
What Is Available
- Full breakdown of balance results for the current period
- Summary of already processed parts of the balance period
- Clear distinction between transferred, created, paid, and remaining balances
Business Value
- Single point of reference for HR, payroll, and employees
- Reduces questions and disputes
- Ensures consistent interpretation of balance results
PAYROLL AND EXPORT OUTPUTS
Balance period logic determines which hours are sent to payroll and how they are categorized.
What Is Exported
- Paid overtime from tracked overtime activities
- Paid overtime derived from cumulative balance
- Forced settlements triggered by balance period rules
Business Value
- Payroll receives finalized, system-validated values
- Eliminates manual reconciliation
- Supports reliable integrations
REPORTING OUTPUTS
Balance results are available through monthly and aggregated reports, which also act as the source for roster indicators.
What Reports Provide
- Monthly balance movements
- Paid balances per period
- Aggregated overtime values for longer intervals
Business Value
- Transparent balance history
- Strong audit and reconciliation support
- Consistent figures across reports, roster, and worksheet
FINAL RESULT
By exposing balance period results at the right level and in the right form, AristoTelos ensures that:
- Planning is proactive
- Payroll is accurate
- Integrations are reliable
Balance period Use Cases
The balance period feature supports multiple organizational, legal, and operational scenarios related to overtime accumulation, settlement, and visibility.
The following use cases illustrate how balance periods are applied in real business environments, covering settlement rules, tracking methods, reporting, and transparency across planning and payroll processes.