In the Time off calculator report, you can check the accrued vacation days, sick leave, and paid time off for each month per employee. You can view the compensation amount for both accrued and used days and set a new balance.

Interface overview

On the left side of the page, you need to select the employee for whom you want to perform the calculation, choose whether you want to calculate vacation, sick leave, or paid time off, and click Calculate.

Column
Description
Date
The period for which the calculation is displayed
Business days
The number of working days used for accrual
FTE
The employee’s full-time equivalent value
Accrued days
The number of days accrued by the end of the month
Accrued money 
The monetary amount of the accrued compensation
Used days
The number of days used within the specific month
Used money 
The compensation amount for the used days
Period end days balance
The remaining balance of days at the end of the month
Period end money balance
The compensation amount accumulated for unused days
Calendar
The employee’s current working calendar
Active policy
The time-off policy applied to the employee

To manually set a new vacation or sick leave balance, use the Set balance option.

How to Adjust the Vacation or Time-Off Balance

When setting an employee’s balance manually, keep the following system rules in mind:

📝 Balance in reports

In the Time Off Calculator and  Time Off Balance Report, the balance is calculated as:

accrued days (Accrued) minus used days (Used)

📝 Example with monthly accrual

If an employee is entitled to 18 vacation days per year, the system accrues 1.5 days per month.

For example:

– end of January — 1.5 days

– end of February — 3 days

– and so on

📝 How to set the balance

The balance is entered as the actual accrued days.

Example:

If the employee had 1.5 days accrued in January, used 2 days, and you want to add 2 bonus days, the new balance should be 1.5 days (because −0.5 + 2 = 1.5).

📝 The balance becomes effective at the start of the next month

A balance set as of the end of a month becomes active on the 1st day of the following month.

If the balance should reset on January 1 according to company policy, do not set it for December 31 — the system will not apply it.

 📝 After updating the balance

Always check the result in the corresponding report.

When making custom adjustments to an employee’s annual time-off balance, it is important to consider the maximum allowed number of vacation days defined in the system. The system does not allow exceeding the limit specified in Settings > Time-off Policy. If you set a balance that exceeds this limit, the extra days will be automatically removed without compensation. For example, if the Maximum allowed vacation balance is set to 20 days, and you want the employee to have 25 days, you must first update this value to 25 in the time-off policy.

How is vacation accrued?

The vacation balance is accrued monthly at a rate of 1/12 of the Maximum annual vacation days specified in the Time-off Policy in the system settings.

Daily accrual is calculated using the following formula:

Annual available vacation days / 12 months / number of working days in the employee’s calendar for that month

Example 

Initial conditions:

• Maximum annual vacation days = 20
• Vacation balance resets at the beginning of the year
• Used vacation days = 0

The employee worked 15 working days in January and then resigned.

Accrual calculation for compensation:

20 vacation days / 12 months / 22 working days in January × 15 actual working days = 1.14 days

How to Add Vacation Compensation to the Payroll

In the Vacation Calculator, there is an option to add vacation compensation directly to the payroll.

This feature can be used in the following situations:

• When an employee is terminated — to compensate them for unused vacation days;
• By mutual agreement with the employee — to compensate unused vacation days from the previous year.

The compensation is included in the payroll calculation and is paid together with the employee’s salary.

Balance Change History in the Vacation Calculator

The Vacation Calculator includes a Change button that opens the balance change log.

With this feature, you can:

• view all manual balance adjustments that were made
• see when and by whom each value was added or modified
• edit or delete an entry if it is no longer relevant or requires correction


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