Difference between revisions of "Account transfer rules"
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| − | + | These rules determine how to further process the account balance in the transition between months and years. If we intend to transfer the balance, by setting up these rules we can determine a specific way of transfer and the potential adjustment of the balance. | |
| − | + | The conditions of the rule are used to carry out this setting. | |
| − | ''' | + | '''If the balance is higher than and lower than, do the following:''' |
| − | * | + | * Do nothing |
| − | * | + | * Set to 0 |
| − | * | + | * Set a specific balance value |
| − | * | + | * Set a percentage ratio of the balance |
| + | * Copy the balance to a different time account | ||
| + | * Transfer the balance to a different time account | ||
| − | |||
| − | |||
| − | |||
| − | + | '''Set also the periodicity of this rule:''' | |
| − | + | * Daily | |
| + | * Every week (enter the day of the week, which shall be counted as the first day) | ||
| + | * Every other week (for instance, if the employee wants to know how many hours they have worked in two weeks) | ||
| + | * Monthly (for instance, overtime hours) | ||
| + | * Every second month (enter the month and date from which the first month and day shall be counted) | ||
| + | * Every third month | ||
| + | * Every fourth month | ||
| + | * Every half-year | ||
| + | * Annual (for instance, leave) | ||
| − | |||
| − | * ''' | + | == How to: == |
| + | * ''' Click on "Add account transfer rule"''' | ||
| − | |||
| − | + | [[File:Prevod1.png]] | |
| − | + | After fulfill the name of the rule and of the time account click to "Create". | |
| + | For modification of the rule click to "Edit". | ||
| − | + | [[File:Prevod5.png]] | |
| − | |||
| − | |||
| − | |||
| − | + | * '''Name:''' NAMING / TITLE – we recommend a short, fitting name | |
| + | * '''Description:''' option of a more detailed description – not required | ||
| − | + | * '''Periodicity of account balance transfer:''' What frequency should the rule be applied with | |
| − | + | [[File:prevody1.png]] | |
| − | |||
| + | * '''If the balance is higher / lower: ''' Rule for transfer execution | ||
| − | + | '''Example: ''' | |
| − | + | ''The employee has 20 whole days of holiday left (the holiday account is set up in half-days) but the employer allows only 10 days to be transferred into the following year. '' | |
| − | + | ''In case the employee has less than 10 days left, 100% of the unexhausted holiday is transferred. '' | |
| + | [[File:prevody2.png]] | ||
| − | |||
| − | + | ''' Click on "Save"''' | |
| − | [[iTA Help| | + | |
| + | ==== List of created balance transfer rules: ==== | ||
| + | |||
| + | |||
| + | [[File:Prevod4.png]] | ||
| + | |||
| + | |||
| + | In the view list of account balance transfer rules it is possible to edit or delete individual accounts. | ||
| + | In case of their editing any change reflects where this rule is assigned. | ||
| + | In case of deletion (not recommended) some already set rules can stop working. | ||
| + | ---- | ||
| + | |||
| + | |||
| + | [[Holiday yearly deposit rules|Next page]] | ||
| + | |||
| + | [[Time, absence and holiday accounts|Previous page]] | ||
| + | |||
| + | [[iTA Help|Back to home page]] | ||
Latest revision as of 08:37, 5 November 2019
These rules determine how to further process the account balance in the transition between months and years. If we intend to transfer the balance, by setting up these rules we can determine a specific way of transfer and the potential adjustment of the balance.
The conditions of the rule are used to carry out this setting.
If the balance is higher than and lower than, do the following:
- Do nothing
- Set to 0
- Set a specific balance value
- Set a percentage ratio of the balance
- Copy the balance to a different time account
- Transfer the balance to a different time account
Set also the periodicity of this rule:
- Daily
- Every week (enter the day of the week, which shall be counted as the first day)
- Every other week (for instance, if the employee wants to know how many hours they have worked in two weeks)
- Monthly (for instance, overtime hours)
- Every second month (enter the month and date from which the first month and day shall be counted)
- Every third month
- Every fourth month
- Every half-year
- Annual (for instance, leave)
How to:
- Click on "Add account transfer rule"
After fulfill the name of the rule and of the time account click to "Create".
For modification of the rule click to "Edit".
- Name: NAMING / TITLE – we recommend a short, fitting name
- Description: option of a more detailed description – not required
- Periodicity of account balance transfer: What frequency should the rule be applied with
- If the balance is higher / lower: Rule for transfer execution
Example: The employee has 20 whole days of holiday left (the holiday account is set up in half-days) but the employer allows only 10 days to be transferred into the following year. In case the employee has less than 10 days left, 100% of the unexhausted holiday is transferred.
Click on "Save"
List of created balance transfer rules:
In the view list of account balance transfer rules it is possible to edit or delete individual accounts.
In case of their editing any change reflects where this rule is assigned.
In case of deletion (not recommended) some already set rules can stop working.
