A user’s accumulated working hours can be tracked using the hour balance feature. When an employment template, meaning the expected weekly work hours, has been set for the user and it has been set to accrue the hour balance, the hour balance is automatically formed from hours that exceed or fall short of the working time expectation.
Admin user can also view and edit balances manually in the Hour balance management view or from the user card, e.g., if the user takes the accumulated hours off as balance leave and there is no internal project for this purpose.
The min and max limits for hour balances are defined in settings, which allows you to subscribe to notifications when an hour balance limit is exceeded.
Permissions: Admin (settings and user cards)
PSA plans: All
Viewing hour balances and made changes
- An hour entry user can view their own hour balance at the top of the time management calendar.
- An admin user can view other users’ hour balances from the Users section of the time management calendar, from user cards, or from hour reports.
Manual changes made to hour balances can be viewed from user cards or under Settings > Feature settings > Time management > Hour balance management.
- Select the Time span to view.
- View user whose hour balance changes you want to view. The list is filtered based on your selections.
Editing hour balances
- Go to the user card or to the view Settings > Feature settings > Time management > Hour balance management
- Click Edit hour balance.
- Select the User whose hour balance you want to edit.
- Define the Change date, i.e., the date when the balance change takes effect.
- Define Hours, i.e., the change to the hour balance.
- If you want to reduce, for example, 10 hours, enter the value as -10.
- If you want to add, for example, 10 hours, enter the value as 10.
- Add a Description as internal information (i.e. reason of the change and your initials).