How to Manage and View Correct Holiday Balances in Bizimply
Accurately managing holiday balances within Bizimply is essential for ensuring that time-off records and accruals are correctly reflected. This guide covers the steps to manage common holiday balance issues, including adjusting accrual caps and viewing records across date ranges.
Understanding Holiday Balances in Bizimply
Holiday balances in Bizimply are calculated based on accrued hours, time-off records, and predefined settings, such as annual caps. Sometimes, small configuration issues can prevent balances from updating correctly or obscure newly added records.
Adjusting Accrual Caps to Resolve Negative Balances
If an employee’s holiday balance appears as negative due to an accrual cap, you can resolve this by increasing the cap. Here’s how:
Navigate to the employee’s profile within Bizimply.
Find the ‘Holiday Accrual Hours’ cap setting.
Increase the cap to allow additional accrued hours to be counted.
Save the changes. The holiday balance should update to reflect the new cap settings.
This adjustment applies immediately, ensuring balances display correctly once the cap matches or exceeds the accrued hours.
Viewing Holiday Data Across Different Time Ranges
Newly added time-off records or balance updates might not display as expected if the date range in your view doesn’t include the intended period. To resolve this:
Check the date range setting in your Time Off view.
Ensure the selected date range includes the new year or desired period.
Once the correct date range is applied, all relevant time-off entries and balance updates will become visible.
Holiday balances for a new year will generally adjust at the beginning of the year. Keeping an updated date range ensures that changes are visible without delay.
Frequently Asked Questions
Why is my holiday balance still showing as negative even after an adjustment? Double-check that the accrual cap is set high enough to accommodate the employee's expected accruals.
Why don't time-off records show for the next year? Make sure the date range in your view includes the new year.
Related Topics
Updating Employee Profiles
Navigating Time-Off Records
Managing Year-End Balances and Carryovers