The annual balance report provides the necessary data to determine whether employees owe hours to the company or vice versa.

Setting up weekly and annual hours

To export the annual balance, it is necessary to establish weekly and annual hours within the agreement conditions of the employees.

Maximum annual hours and maximum weekly hours represent the maximum legal hours allowed per year and per week, respectively. This data will be used to calculate the annual balance.

1. On your sidebar, click on Organisation
2. Open the employee in question
3. Go to Agreements
4. Click on the three dots icon and select Fix conditions
5. Go to the working hours section
6. Add the max legal hours per year and the max legal hours per week

To download the annual balance

From shifts

1. On your sidebar, go to Shifts
2. Click on the three dots icon - in the top right corner
3. Click on Export annual balance
4. Select at least one filter: either by team or by location. If you choose both filters, the results will reflect the combination of teams and locations
5. Choose a specific week of the year
6. Click on Save

From time tracking

1. On your sidebar, go to Time tracking
2. Click on the (...) - in the upper right corner
3. Click on Download annual balance
4. Select at least one filter: either by team or by location. If you choose both filters, the results will reflect the combination of teams and locations
5. Choose a specific week of the year
6. Click on Save