Supplementary Balance in the Report Library
In the report library, you can find three different reports for supplementary balance, giving you insight into employees' balances at different levels.
Supplementary balance is a flexible balance that can cover, for example, other vacation, 6th vacation week, care days, or other company-specific days off—depending on how it is set up for your organization.
You can work with supplementary balance through three different report types:
Balance Log → shows all transactions for the balance
Total per Period → shows the sum of transactions in a selected period
Balance per Selected Month → shows supplementary balance left at the end-of-period for the selected month
Choose a report based on whether you want to see the balance, total transactions, or a sum.
How to Find the Reports
Go to: HR Statistics → Report Library → Supplementary Balance
Here you can choose between three tabs:
Balance Log
Total per Period
Balance per Selected Month
1. Balance Log
The balance log shows all transactions that affect the supplementary balance. This includes:
earning
registrations
transfers
manual adjustments and payouts
The report provides a full history of the balance.
How to Use the Report
Select “Balance Log”
Select period (year, quarter, month, week/day)
Optionally filter by specific transactions
Export the report
Each line represents one transaction in the balance, and the report includes employee name, payroll number, department, policy, registration type, date, hours (or days), and unit (days/hours)
When should you use this report?
Use the report when you want to:
understand how a balance is built up
find the reason for changes in the balance
troubleshoot differences in the balance
2. Total per Period
This report shows a summary of transactions on the supplementary balance in a selected period—per employee.
It sums up the selected variables, for example:
registrations (used days/hours)
earning
transfers
manual adjustments and payouts
The report shows the sum of transactions—not the actual balance left. The report includes employee name, payroll number, department, policy, amount (sum of variables), and unit (days/hours)
How to Use the Report
Select “Total per Period”
Select the desired period
Choose which variables you want included in the sum
See the result per employee in the report
The result is shown as a total amount (days or hours) for the selected period.
When should you use this report?
Use the report when you want to:
see how much supplementary balance has been used in a period
get an overview of earning or usage per employee
create summaries for payroll or reporting
3. Balance per Selected Month
This report shows employees' supplementary balance left at a specific point in time.
The balance is calculated based on:
earning
registrations (used days/hours)
transfers
manual adjustments and payouts
The report shows the balance at the end-of-period for the selected month
How to Use the Report
Select “Balance per Selected Month”
Select the month you want to see the supplementary balance at the start-of-period
Optionally filter
Filters are reset when you change the month
See the balance left at the selected time in the “Amount” column
The “Unit” column shows whether the balance is in days or hours
When should you use this report?
Use the report when you want to:
see the balance at the end-of-period for a selected month
reconcile the balance with the payroll system
check the balance left for a selected month
Report Filters
All three report views can be filtered and customized so you only see the groups you want.
You can filter by the following:
Employee name
Employee status
Payroll number
Job title
Department
Policy
Company
Country
FAQ
Choosing a Report
What is the difference between the three reports?
What is the difference between the three reports?
Balance Log shows all transactions individually, line by line
Total per Period shows the sum of transactions in a period
Balance per Selected Month shows the balance left at a specific point in time
Use Balance Log to see the variables included in the balance
Use Total per Period to see total transactions for variables in the balance
Use Balance per Selected Month to see the balance/amount left for a selected month
When should I use the balance log instead of the other reports?
When should I use the balance log instead of the other reports?
Use the balance log when you want to:
understand how the balance is built up
find specific registrations
troubleshoot differences in the balance
Is supplementary balance the same as vacation or vacation left?
Is supplementary balance the same as vacation or vacation left?
No, supplementary balance is not the same as either vacation or vacation left.
Supplementary balance is a separate balance, which can cover, for example:
care days
6th vacation week
other vacation days
Supplementary balance does not necessarily follow the rules of the vacation law and should not be directly compared with vacation reports.
Data in the Reports
Why doesn't my balance match “Total per Period”?
Why doesn't my balance match “Total per Period”?
“Total per Period” only shows the sum of the selected transactions in the period—not the total balance.
Use “Balance per Selected Month” to see the actual balance left
Why is supplementary balance shown in days for some and hours for others?
Why is supplementary balance shown in days for some and hours for others?
Whether the supplementary balance is shown in days or hours depends on how it is set up in each policy.