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Supplementary Balance – Extra Days Off in Days or Hours

Other vacation, Free choice, Care days, 6th vacation week

Written by Esben Hedegaard

Introduction to Supplementary Balance

A supplementary balance is an extra leave scheme defined by the company itself.

Supplementary balance is used for days off or leave balances that are in addition to regular vacation. What the balance is called, how it is earned, and which rules apply depend on the company's setup.

Supplementary balance can be used for example for:

  • Other vacation

  • 6th vacation week

  • Care days

  • OK days

  • Flexible choice

  • Extra days off

  • Other company- or country-specific schemes

In BitaBIZ, these schemes are managed together as a supplementary balance. The name of the balance can be freely changed to match the company's or country's terminology.

Supplementary balance is managed separately from vacation and has its own earning, balance, usage period, and set of rules.

Therefore, supplementary balance is not the same as regular vacation and is handled as a separate absence type in the system.

Note: This article describes the general features and setup options for supplementary balance in BitaBIZ. Rules for earning, usage, transfer, and payout may vary between countries, agreements, and companies. See the relevant article under Countries for country-specific rules.

Setting up a Supplementary Balance

Go to:

Setup Admin → Modules → Edit policy

Here you can create or edit the company's supplementary balance for a policy.

Name of the Balance

The default name "Other vacation" can be changed to the term your company uses.

Examples:

  • 6th vacation week

  • Care days

  • Flexible choice account

  • Extra days off

The name is changed directly on the policy.

Earning Method

Annual Earning

The employee is allocated a fixed number of days or hours once a year.

The balance is allocated on the first day of the selected usage period.

Periodic Earning

The balance can be earned continuously:

  • semi-annually

  • quarterly

  • monthly

The balance is allocated on the 1st of each selected period.

How Supplementary Balance is Calculated Based on Earning Method

The supplementary balance is always specified in days on the policy – regardless of whether it is earned annually or periodically, and regardless of whether the employee uses it in days or hours.

The system automatically converts the balance based on the selected earning method.

Example – monthly earning in days
5 days per year → 0.42 days are earned per month (5 ÷ 12).

Example – annual earning in hours
5 days per year and 7.4 hours per workday → 37 hours are allocated once a year (5*7.4).

ℹ️ Once the earning method is selected and saved on the policy, it cannot be changed later.

Earning Period & Usage Period

The earning period defines the period the earning belongs to, a registration belongs to, and a manual balance adjustment belongs to.

Note: Earning period and usage period can vary between countries, companies, and agreements. See the relevant article under Countries for local rules and setup.

Earning for New Employees

When a new employee is assigned to a policy with supplementary balance, the earning depends on the selected earning method.

Annual Earning

If the balance is earned once a year, the policy can be set up to handle new employees in three different ways:

  • Full earning from start of employment

  • Earning after X months of employment

  • No earning in the first year of employment – employment date determines earning for the following usage year

Periodic Earning

If the balance is earned continuously, it is earned in the selected period, which can be monthly, quarterly, or semi-annually.

New employees start to earn balance from the 1st of the next period after they have been added to the policy.

Connection Between Earning and Usage Period

The usage period determines when the supplementary balance can be used, but not necessarily when it is credited.

When the balance is credited depends on the selected earning method:

  • Annual earning
    The entire balance is allocated at once on the first day of the usage period.
    If the employee is newly hired, the rules set up on the policy determine when the supplementary balance becomes available.

  • Periodic earning
    The balance is earned and credited continuously in the selected period.
    With monthly earning, employees earn other vacation days continuously and can only use the days that have been earned as of the current date in the current vacation year.

This means that two supplementary balances with the same usage period can have different crediting – depending on the setup.

Handling Remaining Balance

When a usage period ends, there may be unused supplementary balance left on the employee's account.

How the remaining balance is handled depends on the company's setup and the rules that apply to the selected supplementary balance.

Standard Handling

At the end of a usage period, the remaining balance can by default:

  • Be transferred to a new period

  • Be reset at the end of the period

The method is selected under the Transfer tab on the policy.

History is always transferred to the log, whether the remaining balance is transferred or reset.

⚠️ Important – Country-Specific Rules for Handling Remaining Balance

In some countries or agreements, there may be special rules for handling remaining balance, including:

  • Transfer of days or hours

  • Expiration of balance

  • Manual handling of remaining balance

  • Restrictions on transfer

See the relevant article under Countries for the rules that apply to your country or agreement.

Choose Registration Method

BitaBIZ supports two registration methods for supplementary balance:

  1. Register in days
    Absence is registered in days.
    The balance is calculated and settled in days.

  2. Register in days and hours
    Absence can be registered in both days and hours.
    The balance is calculated in hours.

The method is selected on the employees' policy under the Rules section.

When Should You Choose Which Method?

Register in days is typically used when:

  • days off are always registered as full days

  • the balance is managed in days

  • the company does not need hour-based registration

Example: Other vacation or care days that are always taken as full days off.

Register in days and hours is typically used when:

  • days off can also be taken as single hours

  • employees can take part of a day off

  • the balance is managed in hours

Example: Other vacation hours or OK hours.

Note that with both registration methods, employees can choose Half day.

See the employee view for the two methods below:

Read more about the 2 registration methods for additional balance here

  1. User guide for registering in days

  2. User guide for registering in days & hours
    When the unit Days & hours is selected, it is also necessary to set up Official work hours. Read more about official work hours in the user guides below:


FAQ

Basic concepts

Is other vacation the same as vacation?

No. Vacation is mandatory according to the vacation law. Other vacation is an extra arrangement, which can also be called, for example, the 6th vacation week or care days.

Is additional balance the same as other vacation or care days?

Yes. In BitaBIZ, additional balance is used as a collective function for extra days off, which the company defines itself.

This can be, for example:

  • other vacation

  • 6th vacation week

  • care days

  • O-days

  • OK-days

  • other company-defined days off

The name may vary between companies, but the function is managed via the additional balance.

The default name is set to additional balance, but this can be freely changed as needed.

Does additional balance have its own balance or are the days added to the vacation balance?

Additional balance has its own separate balance. It is not linked to the vacation balance, which often follows a different set of rules. That said, planning rules can be attached under the vacation settings that affect the planning of additional balance. For example: vacation must be planned before additional balance can be planned.

We don't use the term additional balance, but care days. Can the term be changed?

By default, we call the balance additional balance. But the term can be changed at the policy level to your own term. For example, to other vacation, care days, or 6th vacation week. Because the term is changed at the policy level, different staff groups, companies, or countries can have different names for the balance.

Earning and rules

How can new employees earn additional balance in their first year of employment?

It depends on whether your additional balance policy has monthly or annual earning:

With annual earning, you can choose between 3 standard settings for new employees:

  • Full earning from the start of employment

  • Earning after X months of employment​

  • No earning in the first year of employment – the employment date determines the earning in the following year​

With monthly earning, a fixed number of days is earned per month on the 1st of each new month. Earning for the first month of employment depends on whether the employee is created on the 1st of a month. If so, other vacation is earned.

For both earning methods, the additional starting balance can be manually adjusted via Payroll Admin -> Calendar access

If you choose annual earning, where additional balance days are only granted after X months of employment, the manual adjustment will only take effect after this number of months.

Why can't a new employee see their other vacation days yet?

An employee is only granted other vacation days (additional balance) when their employment start date has passed.

If the employee is created in the system with a future start date, the other vacation days will only be added on the actual employment date.

This means that if an employee starts on January 1st, the other vacation days will only appear in the balance from that date.

If your other vacation/additional balance is set up with:

  • earning after X months of employment, or

  • another earning rule where the balance is only granted later,

the other vacation statistics will only be shown to the employee once they have reached the required seniority or have been granted the balance.

This means that two employees can have the same policy but still experience something different:

  • an employee with sufficient seniority can see the other vacation box

  • an employee who has not yet earned or been granted the balance cannot see it yet

How and when other vacation days are added depends on the company's earning rule setup on the policy, for example:

  • annual allocation at the start of the period

  • earning after a certain number of months of employment

  • ongoing earning (e.g., monthly)

If the employee has a future start date, it is normal that the other vacation days do not appear in the balance yet.

If some employees can see the box and others cannot, you should first check:

  1. which earning method the additional balance is set up with

  2. if the policy is set to earning after X months of employment

  3. if the affected employees have reached the required seniority

How can we give some employees additional balance right away if the policy normally has an earning period?

If a policy is set up to only earn additional balance after a number of months (e.g., a waiting period before earning or after probation), this rule applies to all employees on the policy.

It is therefore not possible to bypass the earning rule with a manual adjustment, as the balance only becomes active after the specified earning period.

If certain employees need to have additional balance immediately, they must instead be assigned to a separate policy with full earning from the start of employment.

A solution is to create a new policy where the additional balance is granted at the start of employment and assign the relevant employees to this policy.

This way, these employees can access the balance immediately, while the other employees continue to follow the original earning rule.

How do we change the earning period on an existing additional balance?

It is not possible to change the earning method (e.g., from annual to monthly) on an existing additional balance policy.

Once the earning method is selected and the policy is saved, this setting is locked.
This means you cannot edit an existing policy to change the earning, as a change would otherwise affect already calculated balances and history.

If the company wants a different earning method, a policy change must be made. See this article for the conditions for this.

Can additional balance be registered in advance?

Whether you can register additional balance in advance depends on the setup of the additional balance.

Additional balance can only be registered in advance if the days have been earned – or if the setup allows planning of future earning.

You cannot register other vacation in advance if:

  • the balance is earned continuously (e.g., monthly), and not enough days have been earned yet

  • the minimum vacation rule is activated, and not enough vacation days have been planned yet

You can register other vacation in advance if:

  • the balance is earned annually and granted at the start of the period

  • or if planning of future earning is allowed in the setup

If you cannot register additional balance, it is typically due to the earning method or an active planning rule.

Why don't the work hours match when an employee has registered additional balance (e.g., a half day off)?

If the employee uses the time registration method Adjust time without hour bank, the system does not automatically create work hours on a day where leave is registered.

This also applies to partial leave, e.g., a half day with additional balance, when the leave registration overlaps with the employee's work hours, and the system therefore does not create work hours automatically.

Therefore, the official work hours will not be created automatically that day, and it may look like work hours are missing.

In this case, you should manually register the work hours for the part of the day that is not taken off in the employee's calendar.

Can employees register half days when we use “Days”?

Yes, it applies to both Days and Hours that employees can select half and whole days.

This is a standard function in the system and cannot be disabled.

Can we set up additional balance to be earned continuously and taken within a specific period – just like vacation?

It depends on your current setup.

Additional balance (e.g., other vacation) can be set up with:

  • Continuous earning (e.g., monthly or quarterly)

  • A defined period for taking the days

But:
If your current policy is set up with a specific earning method (e.g., annual), this cannot be changed afterwards.

If you want a different earning method, a policy change must be made. See this article for the conditions for this.

Is additional balance reduced during leave without vacation earning?

Additional balances are not automatically affected by leave types such as parental leave – even if the leave is set to no vacation earning.

The no vacation earning setting under Other leave only applies to regular vacation with monthly earning.

This means that:

  • Regular vacation (monthly earning) → is affected

  • Vacation with annual earning → is not affected

  • Additional balances (e.g., other vacation) → are not affected

If an additional balance also needs to be reduced in connection with leave, this must be done via a manual adjustment.

When are employees granted their additional balance?

When the additional balance is granted depends on how the earning is set up on the policy.

  • With annual earning, the entire balance is granted on the first day of the period

  • With continuous earning, the balance is earned continuously and added on the 1st of each period
    This means that employees can only use what has been earned so far if the balance is earned continuously.

A new employee starts in the middle of the earning period – is the additional balance adjusted for this?

No, the additional balance is not proportionally adjusted based on the hire date, as is the case with regular vacation.

How the balance is allocated depends on the earning method:

With ongoing earning

  • New employees earn from the next 1st of the period in which they are added to the policy

  • No proportional earning is given for part of a month

With annual earning

  • The balance can either:

    • be granted in full at the start of employment

    • or only after a certain number of months of employment

  • It is not required for the employee to be added on the first day of the period

    This means that an employee who starts in the middle of a period does not automatically receive a reduced balance. If a different allocation is needed, the balance must be adjusted manually via calendar access.

Usage and administration

Can the additional balance be paid out?

Yes, the additional balance can be paid out via Payroll Admin -> Calendar access. It is also possible at the policy level to allow employees to request a payout of their additional balance.

Can the additional balance be used as a flexible benefits account?

Yes. An additional balance can also be used as a flexible benefits account, where the employee can choose to:

  • take days off from the balance

  • request a payout of the balance

When this feature is enabled, employees can request a payout instead of using the days for absence.

This is managed through the policy, where the company can allow employees to request a payout of the balance.

However, it is not possible to:

  • take more days or hours than earned

  • receive a payout greater than the current balance

Why can't I schedule additional balance (e.g. other vacation)?

There can be several reasons why the additional balance cannot be scheduled. The reason depends on the company's setup, the chosen scheduling rule, and any country-specific regulations.

First, check:

  • if the employee has earned or been allocated a balance

  • if there is a minimum rule for vacation

  • if the employee is trying to schedule more than the current balance

  • if there are special rules for the employee's country

See the relevant country article for rules that only apply in certain countries.

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