Managing time off balances

Ability to set different leave balances

 


🖥 Open in Shiftbase


You can add additional time off balances in addition to the standard time off balance. New balances are assigned to all employees. You can then link an absence type to a time off balance to record hours.

Content

Time off balance overview

Add time off balance

Editing time off balances

Time off balance overview


Add time off balance

If you want to add a new time off balance, click on the green button + Add balance in the top right corner.

⚠️ Note: A time off balance cannot be deleted! It can only be deactivated in the same way as locations and departments.

Editing time off balances

You can change a time off balance by clicking on the Pencil icon next to it.


  • Name: The name of the time off balance.

  • Default accrual: This default value for the leave calculation applies to all employees.

⚠️ Note: If you change this value, it will only be included in the contract for new employees. For existing employees, you must manually change this in their contract.