Year-End: Carry Balances Over to the New Year
Overtime/undertime and vacation are tracked per calendar year in Samay. At the turn of the year you carry the closing values over to the new year once, by hand.
💡 Important
Without this step the new year starts at 0 hours – even if overtime or vacation was still open in the previous year.
1. Read the closing balance of the old year
Under Team → Reports, generate the monthly report for December. It shows the overtime/undertime and remaining vacation as of year-end.
2. Create the new year
Go to Team → Employees, tap the plus icon (+) in the Balance section and select the new year. The entry is created with 0 h.
3. Enter the values
Tap the new entry and enter:
- Overtime – the closing balance from step 1 (negative hours with a minus sign)
- Vacation – carried-over remaining vacation plus the new annual entitlement, combined into a single number in hours
Example
An employee carries over 12 hours of overtime and 16 hours of remaining vacation. Their annual entitlement is 210 hours.
- Overtime: 12
- Vacation: 16 + 210 = 226
If overtime is paid out
Deduct the paid hours from the carry-over. If 8 of 12 hours are paid out, enter 4 as overtime.
💡 Automatic carry-over is on the way
By the end of the year you will be able to carry balances over at the push of a button. Until then, use the steps above.
