Are you wondering if the remaining leave in your absence balances will be carried over to the next balance (from June 1st for paid leave and January 1st for RTT)?
This article will explain what you need to know to ensure your available absence balances will always be correct after this period change.
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Check and Validate the Configuration of Absence Tracking
Administration Interface > Agencies > Activity and Expenses tab
Several options are available to you:
Automatic carryover is not checked and the distinction between in-progress/acquired is not enabled, so no carryover will be made
Automatic carryover is not checked but the distinction between in-progress/acquired is enabled, so the carryover of the actual balance of quotas in progress only from period N - 1 will be made
Automatic carryover is checked and the distinction between in-progress/acquired is enabled, so the carryover of the actual balance of quotas in progress and acquired from period N - 1 will be made
Automatic carryover is checked but the distinction between in-progress/acquired is not enabled, so the carryover of the actual balance of acquired quotas only from period N - 1 will be made
Prerequisite:
For this configuration to be taken into account before the carryover, it must be done:
before May 31st for paid leave
before December 31st for RTT
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Validate Timesheets Before 05/31 (Paid Leave) and 12/31 (RTT)
🚨 In case of quota carryover (paid leave and RTT) an important step must be completed 🚨
Paid Leave Carryover
Before May 31st, all timesheets for your employees must be fully validated.
Increments are added on the 1st of each month to each internal resource with an active contract.
On June 1st, if a carryover is desired, Boond checks the actual balance and therefore the fully validated timesheets.
RTT Carryover
Before December 31st, all timesheets for your employees must be fully validated for the actual quota balance to be carried over.
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Update Absence Tracking
If needed, you have the option to update absence tracking balances.
To do this, we invite you to install the AbsenceBalances application, which will allow you to view/edit absence tracking & custom quotas for all your resources.
You will be able to:
view balances and quotas by period,
edit quotas in bulk.