Perform balance corrections via bulk action on time off or plus-minus hours
With a bulk action, it is possible to correct time off balance or plus-minus hours by doing a correction on balances of multiple employees at once.
You can make a time off balance correction to:
- Have a correct balance when starting with your account.
- Correct the balance at the start of a new year or period (if the hours of the previous year/period expired.)
- Move time off hours to plus-minus hours, to manually created time off balances or vice versa.
- Use time off / plus-minus hours for payout.
Contents
Correcting Time off balances in hours
Correcting Time off balances in days
Correcting Plus-minus balances
Bulk Actions
In order to make bulk actions.
Go to the Employees tab.
Select the employees that are needed for the Bulk action by checking the boxes on the left side.
After selecting the employees, click on the blue ''Bulk actions'' button, and select Correct Balances.
Correcting time off balances in hours
In order to make corrections for the time off balance.
- Select the type: Time off.
- Select the desired action (check the list below to see the differences between actions).
- Select the desired date in which the correction should take place.
- The last action button indicates the type of correction (check the list below to see the differences between actions).
- Fill in the desired value and click on the orange ''Recalculate'' button.
Check the new balance, and click on the blue ''Change'' button to save the changes.
In the overview of the selected employees, the correction can be entered manually in the Correction field.
Here you will also immediately see the new balance resulting from recalculate or the manual input.
💡Tip: In this example there is a correction to change the balance of the selected employees to 200 hours regardless of the current balance, by using the action (Change balance to: 200 hours) and recalculating.
The new balance will be 200 hours for all the selected employees.
Correcting time off balances in days
If your time-off balance is in days, you have to fill in the value in days in the field Correction and click on Recalculate.
Correcting plus-minus balances
In order to make corrections for the plus-minus balance.
- Select the type: Plus-minus hours.
- Select the desired action (check the list below to see the differences between actions).
- Select the desired date in which the correction should take place.
- The last action button indicates the type of correction (check the list below to see the differences between actions).
- Fill in the desired value and click on the orange ''Recalculate'' button.
Check the new balance, and click on the blue ''Change'' button to save the changes.
In the overview of the selected employees, the correction can be entered manually in the Correction field.
Here you will also immediately see the new balance resulting from recalculate or the manual input.
💡Tip: In this example there is a correction to add to the balance of the selected employees by 20 hours regardless of the current balance, by using the action (Correct balance with: 20 hours) and recalculating.
💡Note: Plus-minus calculations can be activated from the contract settings and is adjustable per contract type.
The following fields are required to complete a correction:
-
Balance: This is the balance on which you want to make the correction.
You can choose between time off balance (and additional balances added to Shiftbase) or plus-minus hours.
-
Action:
Correct: This option performs the desired correction on the chosen balance.
Payout: This option will ensure the correction will be added to the payout.
Payout Date: The date the correction should be paid out.
Transfer to: Moves the balance to another time-off balance or the plus-minus hours.
- Date: The date on which the correction should take place.
⚠️ Note: This date must fall within the employee's contract.
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Note: Add a note here if desired. We recommend doing this for a better overview of corrections made.
- Action:
Correct balance with: All balances will be adjusted by the chosen value.
Change balance to: All balances will be changed into the chosen value.
Increase balance to: Any balance below the chosen value will be increased to that value.
Reduce balance to: Any balance above the chosen value will be decreased to that value.
⚠️ Note: For a negative correction, a minus-sign must be placed in front of the balance change, for example a payout should be noted as -20:00 in order to payout 20 hours.
