Speybl allows you to easily set up the transfer of attendance and absence balances (e.g. vacation) to the next period. This function is most often used when switching between calendar years.
⚙️ Settings transfer rules
The transfer is set up within the attendance rules (guidelines) , where the administrator determines:
type of attendance / absence to which the transfer relates (e.g. vacation)
maximum number of hours that can be carried over to the next period
These rules determine the default behavior of the system for all employees.
👀 Check and adjust balances
After saving the rules, a control form will automatically open, in which the administrator can view the converted hours for each employee, check the correctness of the conversion, and possibly make individual corrections.
This step serves both to control and to address specific situations of individual employees.
✅ Projection of changes
After confirming the Forms , the changes will be immediately reflected in the system — in the updated vacation balance and in the absence overview for the new period.
Thanks to this procedure, you have full control over the balance transfer while maintaining the flexibility for individual adjustments.