Under Settings > Time and Plan > Reasons for absence you can set Block for balance.
Block for balance is used so that you cannot register/approve absence if it would mean the balance goes into negative.
Example
The imagebelow shows reason for absence Annual leave. It is set in the absence manager to show outgoing balance value for balance SEM, and to block at value 0. Always block balance when saving is ticked.
Employee 2 has 10 days in their vacation balance. If he tries to apply for 14 days of annual leave, he will get an error message explaining why it cannot be saved.
Please note
The setting is configured per reason for absence, so it is not a balance setting. The balance can become negative, it is not blocked. The block only applies to the negative value caused by a certain reason for absence.
The block is triggered by:
- Registration in the absence manager, if you do not need to approve the application. If the application needs approval, the block is triggered at approval. There is a setting that causes the block to trigger already at application if an approval would violate the balance block: Always block balance when saving.
- Import of absence.
- Time clocking of absence.
You cannot use rolling absence (absence without an end date) for a reason for absence that uses block for balance. This is because you do not know how long the absence will last. So you cannot clock out rolling flex even if you have 200 hours extra in the balance.
⚠️
Do not combine balance block with balance ceiling/floor. You may have set a ceiling/floor for balances in a chain for annual leave in HRM Time, so that you first take from this year's annual leave, then saved, etc. This does not work in combination with block for balance.
Related Articles:
How do you set up balances?
What is a reason for absence?
Balance ceiling/floor
Please note: This article is AI-translated. This means that linguistic errors or misunderstandings may occur.