How to setup a balance type

Modified on Fri, 9 Feb, 2024 at 9:19 AM

When you want to add a new balance type, you need to go to Administration --> Reporting types --> Add new --> Balance type:



You will need to set a name for the balance type, unit, and limits:



So if you set a balance like the one from above, it means that when you add the balance to an employee, there can be no less than 0 vacation days and no more than 21.  For static balances, you can find more info here:

https://cozone.freshdesk.com/a/solutions/articles/15000048014



The same goes for the other units:



Existing balance types can be seen in Administration --> Reporting types --> Balance types:



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