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Hours and vacation balance
This page in Moment shows banked hours and vacation balance statistics for each employee. You will also be able to see the balance for the company as a whole for each category.
The page can be found by following the route "Company > Hours and vacation balance"
From here, you will be able to transfer banked hours, vacation hours and more over to the next year, and/or set a starting balance. To do this, choose one, more or all employees and click the small cog in the top right of the column. This will show either "Set starting balance" or "Transfer time balance from yyyy to yyyy".
Transferring banked hours from 2022 to 2023
Transferring vacation hours from 2022 to 2023 and setting a starting balance
Are you transferring last year's vacation hours or banked hours over to the new year? After every new year, on the 1st of January, this toggle will refer to the balance of the current year. From here, you will then be able to transfer in any remaining hours from the previous year, as well as add a new starting balance. We therefore recommend you to do this when the new year starts to avoid extra work or calculations, as Moment does it automatically for you as long as all hours are kept correctly. Ex; Transferring the vacation balance from 2022 to is done with the filter set to 2023.
The date and tag filter can be found on the right side of the page. Here you can choose to include external employees, but will only include those who have added hours to the current year already.
Adjusting transferred banked hours
Adjusting transferred vacation hours
Time balances can also be edited manually by clicking on the opening balance for each employee in the list. This can also be done on an employee's resource page under the tab "Time balance" for a more detailed overview. See this article for more info.
Editing the vacation balance manually can also be done if needed. Every co-worker has an "Absence overview" tab on their resource card. If an employee's vacation balance is wrong after transferring, an administrator can go in an edit the hours there. See this article for more info.
The bottom tab "In total" show company expense balances grouped by overtime categories and vacation.