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Grant or carry over leave days

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A balance changes only through movements. To give someone extra days, carry days into a new cycle, or correct a balance, add a movement. Never edit an existing one to change a total.

Steps

  1. Open Manage > Records and choose Leave Days under Record types.
  2. Press Add leave days.
    The Leave Days list with the Add leave days button outlinedThe Leave Days list with the Add leave days button outlined
  3. Fill in:
    • Person: who it is for.
    • Days: a positive number grants days, a negative number takes them.
    • Date taken or granted: a date inside the cycle it belongs to. For carry-over, a date in the new cycle.
    • Note: why, for example Carried over from last cycle.
    The New leave days form with Person, Days and Date taken or granted filled in and outlined, and the Note belowThe New leave days form with Person, Days and Date taken or granted filled in and outlined, and the Note below
  4. Press Add leave days.

What you will see

The movement under Your leave movements for that person, and in Leave movements on the Leave Overview.

Common problems

  • Carry-over is not worked out for you. Koldheim does not calculate what to carry; you decide and add the movement.
  • A movement dated in an earlier cycle has no effect on the current balance.