Balance Administration
Balance Periods are used to define how working time balances are accumulated, carried forward, and settled. Balance Period administration allows users to configure balance periods, define balance management rules, and control how balances are processed during attendance closure.
Detail
SectionDefines the basic properties and balance management rules of the balance period.
Use Cases
Balance Period for Different Period Types
Use CaseType and Number of Months in the Balance Period fields control how long balances are evaluated before they are settled or carried forward.
Fixed settlement period
Useful when working time balances should be evaluated within a predefined settlement cycle.
Details
- Type: Fixed
Rolling balance period
Useful when balances should remain active for a defined rolling period instead of being tied to a fixed calendar cycle.
Details
- Type: Running
- Number of Months in the Balance Period: 3
Longer balance carryover
Useful when company or legal rules allow balances to remain active for a longer period before settlement.
Details
- Type: Running
- Number of Months in the Balance Period: 5
Balance Period for Balance Restrictions
Use CaseDo Not Allow Positive Balance, Do Not Allow Negative Balance, Do Not Allow Cumulative Paid Overtime, and Allow Overtime with Negative Balance fields control which balance situations are allowed during attendance closure.
Prevent negative balance carryover
Useful when employees should resolve missing working time before the balance period can be closed.
Details
- Do Not Allow Negative Balance: Yes
Prevent overtime carryover
Useful when positive balances should be paid, compensated, or otherwise resolved instead of being carried forward.
Details
- Do Not Allow Positive Balance: Yes
Limit paid overtime accumulation
Useful when paid overtime should not accumulate across multiple balance periods.
Details
- Do Not Allow Cumulative Paid Overtime: Yes
Allow operational overtime exception
Useful when overtime should still be allowed even if the employee currently has a negative balance.
Details
- Allow Overtime with Negative Balance: Yes
Balance Period for Contract-Based Processing
Use CaseBalance restriction fields and Contracts parameters control how balance rules apply to selected employment types.
No overtime carryover for temporary employment
Useful when DPP, DPČ, agency workers or other secondary employment types should not accumulate overtime balance across periods.
Details
- Type: Running
- Number of Months in the Balance Period: 1
- Do Not Allow Positive Balance: Yes
- Do Not Allow Cumulative Paid Overtime: Yes
Parameters
{
"Contracts": [
"DPP Contract"
]
}
Rolling balance for permanent employment
Useful when permanent employment contracts should carry working time balances across multiple balance periods.
Details
- Type: Running
- Number of Months in the Balance Period: 3
Parameters
{
"Contracts": [
"Permanent Employment"
]
}
Transfer balance after contract conversion
Useful when employees move from temporary employment to permanent employment without losing their accumulated working time balance.
Details
- Type: Running
- Number of Months in the Balance Period: 3
Parameters
{
"Contracts": [
"Permanent Employment",
"DPP Contract"
],
"ContractsBalanceTransfer": [
{
"From": "DPP Contract",
"To": "Permanent Employment"
}
]
}
Strict balance rules for protected employee groups
Useful when selected employee groups must follow stricter balance rules due to legal, contractual, or internal policy requirements.
Details
- Type: Fixed
- Number of Months in the Balance Period: 1
- Do Not Allow Positive Balance: Yes
- Do Not Allow Negative Balance: Yes
- Allow Overtime with Negative Balance: No
Parameters
{
"Contracts": [
"Student Employment",
"Protected Employment"
]
}
Monthly balance settlement for agency workers
Useful when agency workers should settle balances monthly instead of carrying them forward.
Details
- Type: Fixed
- Number of Months in the Balance Period: 1
- Do Not Allow Positive Balance: Yes
Parameters
Details
- Type: Fixed
- Number of Months in the Balance Period: 1
- Do Not Allow Positive Balance: Yes
Parameters
Details
- Type: Fixed
- Number of Months in the Balance Period: 1
- Do Not Allow Positive Balance: Yes
Parameters
{
"Contracts": [
"Agency Employment"
]
}
Balance Period for Contract Settlement
Use CaseForce Payment at Contract End field and Contracts parameter control how remaining balances are handled when an employment contract ends.
Automatic final settlement for permanent employment
Useful when remaining positive balances should be paid automatically when a permanent employment contract ends.
Details
- Force Payment at Contract End: Yes
Parameters
{
"Contracts": [
"Permanent Employment"
]
}
Monthly settlement for agency contracts
Useful when agency workers should not carry balances beyond the end of their assignment or contract period.
Details
- Type: Fixed
- Number of Months in the Balance Period: 1
- Force Payment at Contract End: Yes
Parameters
{
"Contracts": [
"Agency Employment"
]
}
Manual review before final settlement
Useful when remaining balances should be checked and approved manually before being paid out during offboarding.
Details
- Force Payment at Contract End: No
Parameters
{
"Contracts": [
"Permanent Employment"
]
}
Was this helpful?
