Calculate Vacation Balance

Prerequisites

The user rights shown below need to be enabled to view Vacation Balance in Roster Wizard:

The balance rules and vacation seasons must be set up first in User Groups:

Creating a new rule 

Click the NEW button to create a new rule:

The vacation tab is added to the Roster Wizard, (which is only visible if the proper user rights are granted):

1. In the Roster Wizard, there is a vacation balance tab (user-restricted).
2. Select a vacation season.
3. Select one or more rules you would like to run on.
4. Run the calculation (delete old runs).
5. Present a result after the run has been done. 
6. After the calculation is completed, the following information is displayed: 
   • How many records were added/altered
   • Which rules were used (Note: selected rule may be not valid for a given season).