Automatic leave entitlement calculation

Per employee and per leave period, Profit maintains the balances of the leave type.If an employee changes employer, a new leave balance line is always created. The same applies if the employee leaves employment and enters employment again.

Profit calculates and recalculates the leave entitlement when required. This way the leave entitlement is always up-to-date.

Profit automatically (re)calculates the leave entitlement and the period balances in the below situations. Calculations concerning specific employees virtually take up no time, so Profit does not show the progress. For calculations that (may) take up a lot of time Profit does display a progress screen.

General calculation moments

• Change the days closed table

  Result: The leave balances of the leave period in which the public holiday falls and all subsequent leave periods, are recalculated by Profit. For each leave request in which the changed day closed falls, Profit determines the number of leave hours again, with the exception of leave requests for which you have completed the number of hours yourself, because this concerned a variable work pattern without a timetable.

• Change the leave period table

  Result: For each CLA/term of employment that is linked to the leave period table, Profit recalculates the leave balances of the types of leave. If you add a new leave period to a leave period table, Profit will generate leave balance lines for this period.

• Determine the leave entitlement based on a work timetable change

  Result: Profit recalculates all leave balance lines.

Calculation moments related to the employer

• Change the rounding

  Recalculate leave balances of all employees concerned, because the leave entitlement may be different because of a different rounding.

• Change the job type of a job

Calculation moments related to the CLA/term of employment

• Change the employment type

  Change the 'ATV' or holiday field in the properties of an employment.

  Result: The leave balance of all leave periods that fall on or after the start date of the employment type are recalculated by Profit (only for employees whose employment type has changed).

• Delete an employment type

  Result: The leave balances of all leave periods that fall on or after the start date of the employment type are recalculated by Profit.

• Change or add a working week

  Result: The leave balances of all leave periods that fall on or after the start date of the working week, are recalculated by Profit.

• Change the type of leave

  Change the settings of a type of leave, including the settings for extra leave.

  Result: The leave balances of all leave periods that fall on or after the start date of the type of leave, are recalculated by Profit (only the changed type of leave).

  Exception: This does not apply if only the value of the Negative leave entitlement balance field is changed.

• Add a type of leave

  Result: Profit adds leave balance lines for the current and future leave periods.

• Delete a type of leave

  Result: Profit deletes all leave balance lines of the leave type that fall completely between the start and end date of the type of leave.

• Import

  After importing a term of employment, employment type, leave type or extra leave.

Calculation moments for leave based on actual costing

• Accrue/take leave

  Result: When the actual costing is completed, the involved leave balances for the employee are recalculated. Depending on the leave type settings, this is done after recording the hours or after the approval.

• Change the hour type

  Changing the Provides leave entitlement and Processing time off in lieu fields.

  Consequence: Leave balances are recalculated.

Calculation moments related to employees

• Add, change or delete leave entries or corrections.

  Result: The balances of the relevant leave periods are recalculated (only those of the relevant leave types).

  Exception: unless the change is not related to the number of hours, for example when changing the Reason leave field.

• Change a timetable or add a new timetable.

  Result: Profit rebuilds the timetable calendar and per leave entry determines the number of hours again. The balances of the current and future leave periods are then recalculated.

  Exception: If, for a variable work pattern (without work timetable), you do not change the part-time percentage, but only select the check boxes for other days, then Profit will not carry out a recalculation.

• Add a change to the timetable calendar, or change an entry in the timetable calendar

  Result: Profit determines the number of hours per leave entry again. The balances of the current and future leave periods are then recalculated.

• Select a new employment type in a contract

  The employment type determines whether at an employee level the leave entitlement (leave and/or 'ATV') should be accrued.

  Result: The balances of the current and future leave periods are recalculated.

• When changing Employed (re. seniority)

  Result: The balances of the leave periods are recalculated by Profit, starting from the new date in Employed (re. seniority) because there is the possibility that extra leave is assigned on the basis of years of service. This is only possible if the relevant years are available in the leave period table.