Configure Employees
Set up the starting balance and employment level for each employee.
1. Open employee
Go to Team → Employees and select the corresponding employee.
2. Enter starting balance
Enter the starting balance for the current year:
- Vacation – The vacation entitlement for the year, in hours (25 days with a 42-hour week = 210 hours)
- Overtime/Undertime – How many hours of plus or minus hours does the employee have?
→ Calculate and set the vacation entitlement
💡 Important
These values are used to calculate the current balance. Make sure you enter the correct values.
3. Define employment (optional)
Enter the employment percentage (e.g., 80%). If no employment level is defined, Samay automatically calculates with 100%.
You can record several employment entries per employee, each with its own period – for staggered percentages and for a mid-year start (record the period before it with 0 %).
Done! 🎉
The employee is now fully configured and Samay can calculate the balances correctly.
