Go to Administration->Reporting types and click on ADD new, then select 'Live balance':
The following options need to be configured for each live balance:
1. Name
2. Time Types - when reported by the user the balance's value will be calculated based on the option selected in 'Balance calculation'
3. Balance calculation
3.a Count up - The time reported by the user is added to the existing balance
3.b Count down - The time reported by the user is subtracted from the existing balance
4. Start with - select existing balances. This initial value of the live balance will be the same as the value of the selected balance.
5. Visibility settings - this setting configures where the live balance will be displayed.
6. Limits(optional) - Restricts the value a live balance can have?
After going through options 1 to 6 click 'Save' to create the balance.
The balance you have just created will be displayed under Reporting types->Live balances and can be edited or deleted from Actions'
Be advised that the system calculates days based on the time reporting control in staff category. If there is no time reporting control the system reduces all days from the absence time range from the balance. And if there is a time reporting control then it reduces the days where are working hours behind.
Examples
1. One live balance connected to balance and one time type and one
Employee Anders Helmen has started with the balance of Vacation 25 days:
The Vacation Balance is connected to the live Balance 'Paid Vacation' and the absence reporting type 'Vacation' with the balance calculation type 'Count down':
Every time the employee reports a Vacation absence request the time will be subtracted from the initial 25 days:
2. Connect a Balance to 2 Live balances
A Balance can be connected to the 2 live balances, this way flexible time off and overtime can be tracked on the live balance.
We will use the Overtime balance for this example, which is configured with the hours unit:
Next, we create the Overtime balance, whit the balance calculation type 'Count up' and connected to the time type 'Overtime':
Each time the employee reports time with the time type 'Overtime', the time is added to the 'Flexible time' live balance:
For the employee to be able to track how many hours of that overtime he/she has reported, we will need to connect the 'Overtime' balance to a second live balance, that can subtract the time, based on reported absences. To do so, we will select the absence time type 'Flexible time off' and the balance calculation type 'Count down':
Now both balances will be displayed and they will both display the value of the balance 'Overtime':
Because both live balances display the same value, we should hide one of them, by unticking all the boxes under visibility:
If you have 2 live balances and you want to only show one for an employee in the calendar, the one that counts down is red and the one that counts up is blue.
As the end result, the user will be able to see one live balance which will track the reported presence of Overtime and the reported absence 'Flexible time off':
