Employee
Balance report
Using the Balance report, you can get a detailed overview of flexitime balance, compensatory time, working time account, reduction in working hours, holiday and time balance.
Do the following to create a balance report:
- Select Statistics/Reports - Balance.
- Select the period for the time report next to the From and To fields.
- Select the order in which the report should be sorted under Sort order.
- If you are the payroll administrator you select which employee the report should apply to under Employee. Select All if you want to create a report for all employees.
If you tick Include inactive, employees who have made registrations but no longer use Employee will also be displayed.
- Select Create report.
- Click the Print button and select whether you want to print the report from a printer or create a PDF file.
If you want to change the selections for an employee, the report period or whether inactive items should be shown, you must select Create report again after making your changes in order for the report to be updated.
When you change your selection under Show balance for the report is updated immediately, without choosing Create report.
If the balance for flexitime or compensatory time is outside the limit for what is specified in the agreement, the employee is linked to, the value is shown in red.
20XX-XX-XX - 20XX-XX-XX
In the 20XX-XX-XX - 20XX-XX-XX column you will see the balance for the period between the dates selected under From and To. Any registrations before and after the selected date range are not included in this balance.
If you want to change the date range you can select new dates in the From and To fields and then select Create report again.
20XX-XX-XX
Here you will see the flexitime and compensatory time balance up until the date shown, including all registrations up until this date.
If you want to change the calculation here you select a new date in the To field and then select Create report again.
Related topics
Payroll management
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