{"id":4410,"date":"2024-04-02T11:35:26","date_gmt":"2024-04-02T11:35:26","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4410"},"modified":"2026-07-01T11:57:11","modified_gmt":"2026-07-01T11:57:11","password":"","slug":"home-page-3","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/home-page-3\/","title":{"rendered":"Taken\u00a0Vacation\u00a0Balance"},"content":{"rendered":"

The Taken Vacation Balance module allows human resource managers to document, track, and audit unpaid time-off consumption and custom leave deductions across personnel profiles. It isolates spent balance registries from standard active balances to maintain structured record auditing. <\/p>\n\n\n\n

To access this section, follow these steps: <\/h5>\n\n\n\n
    \n
  1. From the\u00a0Human Resources\u00a0page.\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. From the top navigation menu bar, click\u00a0HUMAN RESOURCES OPERATIONS.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Under the\u00a0EMPLOYEES OPERATIONS\u00a0column, click\u00a0Vacations.\u00a0<\/li>\n<\/ol>\n\n\n\n
          \n
        1. Select the\u00a0Taken Vacation Balance\u00a0tab from the horizontal sub-navigation layout row.\u00a0<\/li>\n<\/ol>\n\n\n\n

          Configuration Workflow <\/h4>\n\n\n\n

          The workspace facilitates balance inquiries and manual spent-balance adjustments using targeted execution pathways situated above the data table: <\/p>\n\n\n\n

          1. Search Balance Records <\/h4>\n\n\n\n

          Follow these steps to filter and review historical spent leave balances: <\/p>\n\n\n\n

            \n
          1. Map the operational criteria using the\u00a0Branch,\u00a0Section, or\u00a0Employee Name\u00a0dropdown selectors.\u00a0<\/li>\n<\/ol>\n\n\n\n
              \n
            1. Click\u00a0Search\u00a0to execute the query and refresh the data grid entries.\u00a0<\/li>\n<\/ol>\n\n\n\n

              2. Log Deductions (Add New Employee Vacation Cuts Balance) <\/h4>\n\n\n\n

              Follow these steps to manually add a custom leave deduction or balance cut for a specific worker entry: <\/p>\n\n\n\n

                \n
              1. Click\u00a0theAdd\u00a0New Employee Vacation Cuts Balance\u00a0green action button\u00a0located\u00a0above the search fields.\u00a0<\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Define the active profile classification from the\u00a0Employee Status\u00a0dropdown list.\u00a0<\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. Choose the target leave rule label from the\u00a0Vacation Name\u00a0dropdown selection element.\u00a0<\/li>\n<\/ol>\n\n\n\n
                      \n
                    1. Pinpoint the explicit worker profile from the\u00a0Employee Name\u00a0field.\u00a0<\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. Input the exact numerical deduction values inside the\u00a0Taken Vacation Balance\u00a0counter box.\u00a0<\/li>\n<\/ol>\n\n\n\n
                          \n
                        1. Establish the chronological terms of the deduction window using the\u00a0Date\u00a0From\u00a0and\u00a0Date To\u00a0integrated\u00a0calendar tools.\u00a0<\/li>\n<\/ol>\n\n\n\n
                            \n
                          1. Click\u00a0Add Vacation Balance\u00a0to commit the parameters live to the active system registry.\u00a0<\/li>\n<\/ol>\n\n\n\n

                            Data Table View <\/h4>\n\n\n\n

                            The main ledger grid systematically displays individual spent leave fields to support quick balance audits: <\/p>\n\n\n\n

                              \n
                            1. Employee Name: The full registered legal name of the worker.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                \n
                              1. Vacation Name: The precise contextual description or category assigned to the leave period.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                  \n
                                1. Taken Vacation Balance: The total numeric days recorded as consumed or deducted within the cycle.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                    \n
                                  1. Insert Date: The timestamp logging exactly when the entry was created.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                      \n
                                    1. Date From: The start timeline boundary of the leave tracking window.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                        \n
                                      1. Date To: The end timeline boundary of the leave tracking window.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                          \n
                                        1. User Name:\u00a0Identifies\u00a0the administrative account that\u00a0logged\u00a0the row.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                            \n
                                          1. Year Type:\u00a0Indicates\u00a0the designated calendar or fiscal tracking layout category applied.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                            Grid Operations and Data Export <\/h5>\n\n\n\n

                                            The control toolkit located at the top right of the data panel allows you to process information dynamically: <\/p>\n\n\n\n

                                              \n
                                            • Search: Type keywords directly into the central search bar to isolate targeted records instantly.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                \n
                                              • Export to Excel: Click the Excel icon to download the visible workforce directory into an\u00a0.xlsx\u00a0workbook.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                  \n
                                                • Export to PDF:\u00a0Click\u00a0the PDF icon to output a printable document report file\u00a0containing\u00a0the filtered registry layout.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                    \n
                                                  • Show\/Hide Columns: Click the Database\/Eye icon to change column visibility rules on the fly.\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                    Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings.<\/p>","protected":false},"excerpt":{"rendered":"

                                                    The Taken Vacation Balance module allows human resource managers to document, track, and audit unpaid time-off consumption and custom leave deductions across personnel profiles. It isolates spent balance registries from standard active balances to maintain structured record auditing.  To access this section, follow these steps:  Configuration Workflow  The workspace facilitates balance inquiries and manual spent-balance adjustments using targeted execution pathways situated […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[37],"doc_tag":[],"class_list":["post-4410","docs","type-docs","status-publish","hentry","doc_category-vacations"],"year_month":"2026-08","word_count":502,"total_views":"28","reactions":{"happy":"1","normal":"1","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Vacations","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/vacations\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4410","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4410"}],"version-history":[{"count":5,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4410\/revisions"}],"predecessor-version":[{"id":5248,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4410\/revisions\/5248"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4410"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4410"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}