Reference: Balance Calendars
Leave types that track balances require start and end dates that specify the period or balance calendar over which to calculate leave balances. A leave balance is the worker's entitlement minus the leave taken. You can create calculated fields for the start and end dates of common balance calendars. When creating or editing leave types, you can then select these calculated fields from the
Balance Calendar Start Date
and Balance Calendar End Date
prompt on the Balance/Leave Taken
tab. This table includes examples of calculated fields that you might need to configure for each type of calendar. When selecting calculated fields to use for the calendar, drill into the calculated field to view the report field that it uses to extract the value for the date.Balance Calendar | Start Date | End Date | Recommendations |
|---|---|---|---|
Anniversary-Based (Hire Date) | Leave Balance Calendar - Hire Date (Month and Day) of Leave Event Year minus 1 Year if Hire Date for Current Year > First Day of Leave Else Leave Balance Calendar - Hire Date (Month and Day of Leave Event Year)
| Leave Balance Calendar - Hire Date (Month and Day) of Leave Event plus 12 months
| Ensure that the calculated field is based on the Leave Balance Calendar Start Date report field. |
Fixed Calendar (01-Jan to 31-Dec) | Leave Balance Calendar - January 1 of Leave Event Year
| Leave Balance Calendar - December 31 of Leave Event Year
| Ensure that the calculated field is based on the Leave Balance Calendar Start Date report field. |
Rolling-Backward (12-Month) | Leave Balance Calendar - Effective Date (First Day of leave) minus 12 months
| Effective Date of Leave Event
| Ensure that the calculated field is based on the Leave Balance Calendar Start Date report field. |
Rolling-Forward (12-Month) | Leave Balance Calendar - Effective Date (First Day of Leave)
| Leave Balance Calendar - Effective Date (First Day of Leave) plus 12 months
| Ensure that the calculated field is based on the First Day of Active Leave Balance Period or Leave Request report field. |