Before you start
Confirm the internal policy the category should represent: who can use it, which balance it spends, and how its duration is calculated. Changes affect what people can request and how they interpret their balances.
Talento keeps two day balances: Vacation and Excess hours. They do not share days.
Create and maintain categories
- Open Leave categories.
- Select Add a category.
- Enter a name and description that explain when to use it.
- Choose a colour and icon.
- Configure the calculation rules and save.
- Deactivate the category when it should no longer be used for new requests.
Decide how days are counted
Review each option before saving:
- Balance to spend chooses None, Vacation, or Excess hours. None does not spend days. A new category starts on Vacation until you choose another balance.
- Counts as scheduled hours treats sick leave and a permission as the scheduled hours. That absence can overlap a vacation or excess-hours absence. Once both are approved, Talento returns the overlapping vacation days and records Vacation days returned because of sick leave or a permission. It does not return excess hours. Rejecting or deleting the covering absence removes that return. The vacation stays spent while that vacation remains approved.
- Count natural days includes the whole period, including weekends and public holidays, instead of only working days.
- Minimum time increment (hours) limits the smallest fraction of hours that can be requested.
- Pending recovery records time that must be made up. The absence does not reduce the expected hours for the day.
When an absence with Pending recovery is approved, subsequently approved additional time first offsets the oldest outstanding recoveries. Only the remainder increases the overtime balance in hours. That hours balance is separate from Excess hours.
The list still shows Discount leave days as Yes or No. Yes means the category spends Vacation or Excess hours. Open the category to see which one. Categories that used to deduct days are now Vacation. Categories that did not are None. Review any category that should spend Excess hours.
Two absences still conflict when both count as scheduled hours, or when neither does. Talento allows the overlap only when one counts as scheduled hours and the other does not.
Warning
Confirm how existing records should be treated before changing a rule used by earlier requests.
Read and adjust the two balances
Open the employee and select Leaves. The page is Leave balance.
When the selected year or month has movements, Talento shows Vacation and then Excess hours. Each one lists Added days, Spent days, and Available balance. If the period has no movements, those summaries stay hidden.
Select Add update to record days by hand. Choose the Balance, enter the days to two decimal places, and turn on Deduct days when the movement spends days.
Approving an absence spends the calculated days from the balance named on its category. A pending or rejected request does not. None leaves both balances unchanged.
Common issues
- The category does not appear: check that it is active and the employee has access to Absences.
- The balance is not calculated as expected: review the work calendar, working day, and which balance the category spends.
- Several categories have similar names: clarify or deactivate the old category to prevent mistakes.
- Sick leave did not return excess hours: the return applies only to overlapping vacation days.
- The list says Yes but the absence should not spend vacation: Yes also covers Excess hours. Open the category and check Balance to spend.