Intended for: Manager | Application: Web Application
The balancing period (BP) is used for unevenly distributed working hours. An employee can work a different number of hours in different weeks — but on average over the entire BP they must meet the set working time. By law, the BP can be set for a maximum of 26 weeks (or 52 weeks under a collective agreement).
Note — carrying over overtime is not the same as carrying over hours within the BP! Overtime is tracked separately.
Setting Up the Balancing Period
Go to Settings and find the Balancing Period table on the right
Choose: uneven distribution of working hours, the length of the BP, and the start date
Save by clicking the green row in the top right
Tracking the Balancing Period
In the calendar: Below the employee's name in the middle column you will see two numbers — the upper is the number of planned hours in the current BP, the lower is the total BP fund.
On the employee card: Go to the Overview tab, where you will find the BP overview in the second table.
If the BP does not appear in the calendar, check on the employee card whether they have a monthly or hourly contract set.
Moving Employees Between Businesses
When an employee moves from one business to another during a BP, the BP fund at the new business must be adjusted by the number of hours already worked.
Example: The BP lasts 6 months, the fund is 1,000 hours (full-time). The employee worked 2 months at store 1 (300 hours) → set the fund at store 2 to 700 hours.
If the contract changes to part-time, the fund is recalculated by the corresponding fraction.
Still need help?
Contact us via the helpdesk — click the blue bubble in the bottom right.