Starting Balance Policy (Balance Availability Mechanism)

Balance Availability Mechanism:

You can choose how to make the annual leave balance available to employees, and choose between full balance availability (allowing the employee to submit an annual leave request if he does not have sufficient balance) or cumulative availability (allowing the employee to submit an annual leave request according to the available balance).

The calculation policy for the facility can be set by following these steps:

From the home page > Settings > Leave types > Annual Leave > Starting Balance > Set the appropriate policy.

Full Balance:

The number of days available for the employee to submit an annual leave request will be equal to the maximum total expected balance until the end of the current year.

Accumulative Balance:

The number of days available for the employee to submit an annual leave request will be equal to the balance due to this day, and the maximum expected employee balance until the last day of the submitted leave request, and the employee will not be allowed to submit a request if the balance is insufficient.

Note:

- Each employee has a specific balance of leave based on the period he spent in the company based on his annual entitlement (21 days or 30 days). To know the employee's daily entitlement, the annual entitlement is divided by the number of days of the actual year. Thus, the daily entitlement will increase on the employee's balance on a daily basis (cumulative balance).

If the policy (cumulative balance) is selected: Accordingly, the employee cannot apply for an annual leave request if he does not have sufficient balance for the required days, unless the system administrator changes the policy and activates the policy (full balance availability), meaning allowing employees to apply from the future balance if there is not enough balance.

- The policy that is selected is applied to all employees in the facility.