Overview
The Balance Calculation Considering Time Off feature improves how Factorial calculates time off and absences. Previously, only rest days published in Shifts were considered when calculating balances. Now, rest days defined in Time Planning are used as the main reference, ensuring that all Time modules use the same data source.
This change prevents incorrect time-off deductions and ensures consistent balance calculations across Time Off, Time Tracking, and Time Planning.
- Planning tool is Shift Management with Rest days defined
- Time Of Allowance is in Working Days
- Any day of the week is workable in the contract
How to Use
- Go to the Time Planning section and ensure rest days are properly defined for each collaborator
- Verify that all planning data is up to date - the system will use these rest days as the source of truth
When a collaborator requests time off:
- Factorial automatically checks the planning data to identify rest days.
- The system calculates the number of deductible days based on actual working days.
- It also calculates the absence value in hours using the Daily Value from Time Tracking. If there is a shift planned, the shift duration will be taken instead
Review the updated balance in the Time Off module — the deducted days and hours will now align with the defined planning schedule.
Tips and Best Practices
Keep Time Planning updated: Any changes in shifts or rest days should be reflected in Time Planning before approving time off.
Use Daily Value consistently: The new calculation uses Daily Value from Time Tracking, ensuring all Time products remain synchronized.
Verify effective dates: The new calculation method applies automatically from September 1, 2025. You can set a different effective date if needed for your company.
Troubleshooting
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Incorrect time-off deduction
Check that rest days are correctly defined in Time Planning — the system will not use contract-based or shift-published rest days if rest days are defined in planning tool
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Balance discrepancies
Ensure Daily Values in Time Tracking are up to date, as they determine the hourly value of absences.
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Unexpected results before September 1, 2025
Previous calculations remain unchanged; only absences after this date use the new logic.
FAQ
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How does this impact existing time-off balances?
Balances calculated before September 1, 2025, remain unchanged. Only new requests or recalculations after this date will use the new calculation method.
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What happens if no rest days are defined in Time Planning?
The system will revert to using rest days from the contract or published shifts as fallback sources.
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Can I apply this logic earlier than the official effective date?
Yes. Contact the support team to set a specific effective date for your company if needed.