Hi @marko_crvenkov_94
To show the time off balance of previous year and which has to be consumed/utilized by users based on the company's requirement.
To achieve the requirement following things has to be followed,
1. Account Start Date and Account End Date - Usually account validation will be for calendar year.
Example:- Account Start Date:- 01/01/2024
Account End Date :- 31/12/2024
2. Bookable Start date and Bookable until date - Usually bookable validation will be for calendar year or calendar year + 3 months in next year or Calendar year + 6 months in next year. In this case the entitlement added in current calendar year can be utilized till the next calendar year 3rd month or 6th month.
Example:- Bookable Start date:- 01/01/2024
User case 1:- Bookable until date :- 31/12/2024 (If you are not extending the bookable end date)
User case 2:- Bookable until date :- 31/03/2025 (If you are extending the bookable end date till March 2025).
User case 3:- Bookable until date :- 30/06/2025 (If you are extending the bookable end date till June 2025)
If you don't want to execute the interim account and by default you need to extend the bookable until date during the account creation itself, you shall able to set bookable until date at time account page, "Account Booking Offset [Months]" - if you are setting this then you shall skip interim account update for extending the bookable end date.
3. Interim Account update:- This is a business rule, which will be executed to extend the bookable until date or reset the eligible entitlement, etc. Recommended to execute this rule on 31/12/2024 to extend the bookable until date as 31/03/2025 or 30/06/2025 based on the requirement.
4. Period End Processing:- This is a business rule, which will carryover the eligible entitlement to next year by closing the current year time account. Recommended to execute this rule after the interim account update, so it will close the 2024 time account in a future date or post extending the bookable until date.
If you have requirement to display the current year balance in next year and which has to be utilized then you should not close the current year time account till the defined duration and bookable until date has to be extended. You can also define the period end processing part, which will close the existing time account after defined duration.
Thanks
Arun
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