Planning Holidays & Holiday Balance

Note: Can't find this in your Cloud? This feature is available with the Plus Plan of TimeMoto Cloud. If you want to get the most out of your TimeMoto account, make sure to upgrade your plan to your needs!

Planning holidays? Holiday Balance? Requesting leave? If you want to make the most out of managing your absences, make sure to check out these articles first:

• Calendar
• Pending Requests
• Holiday Profiles

To avoid confusion and to make planning holidays as clear as possible, TimeMoto calculates Holiday Balance with the following rule in mind:

Scheduling, approving or deleting Holidays for past, present and future years always impact the Holiday Balance of the current year.

But what does this mean for you? This article explains the most common cases and how they affect your Holiday Balance.

Managing Holidays for the Current Year

This case is the most straightforward. If a manager approves or deletes a holiday in the same year that it was planned, it affects the Holiday Balance of that year:

Case #1

It is February 2022; the manager approved holidays scheduled for August 2022. This action will affect the employee's Holiday Balance for 2022.

Case #2

It is September 2022; the same employee didn't go on holiday in August after all. Therefore, the manager deletes the holiday again. This action will affect the employee's Holiday Balance for 2022.

Managing Holidays for the Following Year

Let's apply this rule for holidays planned for the following year. Even though the holidays will take place the following year, TimeMoto will deduct them from the current Holiday Balance: 

Case #3

It is October 2022; the manager approved holidays scheduled for March 2023. This action will still affect the employee's Holiday Balance for 2022.

Case #4

It is November 2022; the manager receives notice from the employee that they won't go on holiday in March. The manager deletes the holiday again. This action will also affect the employee's Holiday Balance for 2022.

Managing Holidays for the Past Year

Let's say there were holidays in the past year that have yet to be managed. Rectifying this should not cause problems since the Holiday Balance is already carried over after the balance reset. Any holiday that hasn't been taken yet was already carried over to this year:

Case #5

It is January 2022; the manager realises that their employee went on holiday in December 2021 without it being planned in TimeMoto. The employee had enough days on their leave account, so the manager approves it now. This action will affect the employee's Holiday Balance for 2022.

Case #6

It is February 2022; the manager realised another employee didn't go on holiday in November 2021, even though it was planned. They delete it again. This action will affect the employee's Holiday Balance for 2022.

In both cases, the changes affect the Holiday Balance in a different year than it (would have) had in the first place. It remains consistent, though, since after the balance was already reset and carried over, the current balance ultimately matters.

Note: If you want to know when your holiday balance resets, check your Absence Manager in the [Breaks and Absences] settings. By default, this is set to 1 January.

---

Any questions?
Looking for answers but not sure where to start? Check out our Glossary! It's a great resource to help you find the information you need. If you need further assistance, please contact us via the Contact Form.