Balance values are transferred to payroll if you enter a pay code under Settings > Balances > Define balances. For period-based balances, such as attendance, the value for the period is always transferred. For rolling balances, which are not reset at the end of the period, you can choose whether to transfer the value for the period (that is, what has changed in the balance during the period) or to transfer the ingoing or outgoing value. The choice depends on how the receiving payroll system processes the data.

If a balance is not transferred to payroll even though a pay code is entered: Check the dates for the transfer. When transferring balances, the intention is usually to transfer one period at a time. If, instead of transferring 1–30 April, you transfer 1 March–30 April to include late-approved time reports, there will be no value for the period for balances, since it is not a single period. The transfer also cannot include ingoing or outgoing value, as there are multiple such values within the date range.

Please note: This article is AI-translated. This means that linguistic errors or misunderstandings may occur.

⚙️Is it possible to transfer balance values to payroll?