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Understanding Automatic Adjustments in Show Future Balance

  • June 3, 2025
  • 2 replies
  • 136 views
D
Bobber

The Show Future Balance feature helps you see how time off balances are projected at the end of future cycles.

In some cases, you’ll notice an automatic adjustment, which is expected and based on your policy settings.

What the adjustment means

The system adjustment for carryover reflects a projected change that happens at the end of a future cycle, according to the carryover limits defined in your time off policy.

This only occurs if:

  • The employee has unused balance by the end of the cycle

  • The policy includes a carryover rule

What you're seeing

The forecasted balance is the closing balance: the number of days expected to carry over into the next cycle, already factoring in the carryover limits set in the policy.

Forecasted balance = closing balance = days that will move into the following cycle

    2 replies

    R

    In simpleton terms with a screenshot to confirm I understand this correctly: 

    +23 Days to be accrued is what they will be granted on 1st January

    -23 Automatic adjustments is the time we expect them to take off as holiday

    0 forecasted balance is what we expect the balance to be at the end of 2026.

    Is that correct? 

    Omri Negbi
    Bobber
    • Omri Negbi
    • Bobber
    • January 1, 2026

    Hi ​@Diogo de Jesus Xará & ​@Ross Symons,

    The Automatic adjustment is not the time the employee is expected to take as holiday.

    What the numbers mean:

    • +23 days to be accrued
      These are the days that will be granted during the cycle (for example, on January 1).

    • –23 automatic adjustment
      This represents days that will be removed due to policy rules (such as a carryover limit), if the employee ends the cycle with unused balance above the allowed limit.
      It is not an estimate of planned or expected vacation usage.

    • 0 forecasted balance
      This is the projected closing balance at the end of the cycle, after:

      • accruals

      • actual usage (assumed to be zero in the forecast)

      • and policy rules like carryover limits

    So in simple terms:

    • The system assumes no time off is taken

    • Then applies the carryover rule

    • And shows the balance that would remain after enforcement

    The forecast is a policy-based projection, not a prediction of employee behavior.

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