Vacation Compensation & Transfer

Not every leave document is about an employee actually being away. This page covers four screens that instead cash out unused balance (Vacation Compensation / سند صرف بدل أجازة), carry a balance forward into a new HR year (Vacation Transfer Document / سند ترحيل أجازات), manually correct a balance (Vacation Changing Document / سند تعديل رصيد أجازة), or convert days actually worked on a holiday/rest day into balance (Holidays And Rest Days Balance Compensation Document / بدل أرصده راحات أسبوعية و عطلات رسمية). All four read and write the same balances defined in Vacation Types & Balances.

Vacation Compensation: cashing out unused leave

A Vacation Compensation (سند صرف بدل أجازة) document pays an employee money instead of letting them take (or keep accruing) a number of leave days — the "Repaid" side of a vacation type's Vacation Transfer Policy (سياسة ترحيل الأجازة, see Vacation Types & Balances). Unlike an ordinary vacation document, it does not send the employee away from work; it consumes balance and creates a payable amount.

Where to find it: Payroll > Vacations > Vacation Compensation.

Field (English)	Arabic	Notes
Employee	الموظف	Who is being compensated.
Vacation Type	نوع الأجازة	Which balance is being cashed out; the vacation type must have a Vacation Class set.
Vacation Period	مدة الأجازة	How many days of balance this compensation covers — must be greater than zero.
Compensation Value	قيمة البدل	The money value of one day of this compensation. Can be entered directly, or — if the term/توجيه has a Compensation Calc Formula configured — calculated automatically from the employee's own salary data for the period, the same calculation engine used to price salary components.
Total Compensation (Amount / Currency)	إجمالي البدل	Compensation Value × Vacation Period — the actual amount to be paid.
Previous Balance Before Starting Vacation / Reminder Balance After Vacation	الرصيد السابق قبل بدء الإجازة / الرصيد المتبقي بعد الاجازة	The vacation type's own balance, before and after this compensation consumes Vacation Period days from it.
Previous Main Vacation Type Balance / Main Vacation Type Balance Remainder	الرصيد السابق من نوع الإجازة الرئيسي / الرصيد المتبقي بعد الإجازة من نوع الإجازة الرئيسي	The same before/after figures for the employee's main annual balance, when the compensated type is linked to it.

This screen requires the humanresource-payroll license component.

How it's processed / what it posts

Committing a Vacation Compensation document does two things at once. First, exactly like a vacation document, it consumes Vacation Period days from the employee's balance for that vacation type. Second — and unlike an ordinary vacation document — it creates a business request that posts a real ledger entry: a debit line and a credit line, both for the Total Compensation amount, to whichever accounts are configured on the Vacation Compensation term/توجيه (the two sides are labeled Debit 2 / Credit 2 there). Editing an already-committed compensation document reissues that ledger entry with the new amount; deleting it reverses the entry and gives the days back to the balance.

Vacation Transfer Document: carrying balances into a new HR year

At the close of an HR year, someone has to decide what happens to every employee's leftover balance: does it disappear, get migrated into the new year, or need repaying (via Vacation Compensation, above)? The Vacation Transfer Document (سند ترحيل أجازات) is the batch tool that performs the "migrate into the new year" step for every vacation type whose Vacation Transfer Policy is Migrated (ترحيل).

Where to find it: Payroll > Vacations > Vacation Transfer Document.

Field	Arabic	Notes
From Year	من سنة	The HR Year being closed out.
To Year	إلى سنة	The HR Year balances are carried into. Must be a later year than From Year.
Value Date	التاريخ الفعلي	Must equal To Year's start date.
Details — Employee	التفاصيل — الموظف	The list of employees to run the transfer for.

Saving the document expands that employee list into a computed Lines grid — one row per employee/vacation-type combination:

Field	Arabic	Meaning
Assigned Balance	الرصيد المخصص	The employee's entitlement for that vacation type, as of the transfer.
Reminder From Previous Year	الرصيد المتبقي من العام الماضى	How much of the old year's unused balance survives the move — capped by the vacation type's migration limit, and by the employee's years of service.
Total Balance	الرصيد الكلى	What lands in the new year: Assigned Balance for non-migrating types, or Assigned Balance + Reminder From Previous Year for Migrated types.

Egypt-style calendar years only

This document only works when the HR module's vacation balances are calculated on a shared calendar year (the model historically used in Egypt). If the module is instead configured to calculate each employee's balance from their own individual work-start date, Vacation Transfer Document is blocked outright — that configuration carries balances forward automatically per employee instead.

There is no ledger effect: this document only rewrites the vacation-balance records behind the two years — it marks the old year's balance as no longer current and plants the computed Total Balance as the new year's opening figure.

Vacation Changing Document: correcting a balance by hand

Sometimes a balance is simply wrong — a manual seniority bonus, a correction after a payroll audit, an ad-hoc grant of extra days — and there is no request/document workflow that fits. The Vacation Changing Document (سند تعديل رصيد أجازة) exists for exactly that: a direct, audited adjustment to one or many employees' balances.

Where to find it: Payroll > Vacations > Vacation Changing Document.

Field	Arabic	Notes
Added Balance	الرصيد المضاف	A header-level default adjustment (positive to add days, negative to deduct) applied to every line that doesn't override it.
Work Start Date (Unified)	تاريخ بدء العمل (موحد)	Only relevant when vacations are calculated from each employee's individual work-start date — sets a single work-start date across all lines at once.
Employee range	—	A from/to filter (branch, department, sector, job position, and more) for quickly pulling many employees into the grid instead of adding them one by one.

Vacations grid (one line per employee + vacation type):

Field	Arabic	Meaning
Employee / Vacation Type	الموظف / نوع الأجازة	Whose balance, and which vacation type.
Work Start Date	تاريخ بدء العمل	Per-line work-start date (individual-start-date mode only).
Added Balance	الرصيد المضاف	The per-line adjustment, defaulting from the header value above.
Current Balance / Current Consumed / Current Remainder	الرصيد الحالي / المستهلك الحالى / المتبقي الحالى	The balance figures before this document, read live from the employee's vacation balance record.
New Balance / New Remainder	الرصيد المعدل / المتبقي المعدل	Current Balance + Added Balance, and the corresponding new remainder.

There is no ledger effect here either — this document writes straight to the employee's vacation balance record; it does not touch accounting.

Holidays And Rest Days Balance Compensation Document

Employees who are called in to work on an official holiday or their weekly rest day are, in effect, owed something back. The Holidays And Rest Days Balance Compensation Document (بدل أرصده راحات أسبوعية و عطلات رسمية) scans an employee's attendance over a period and converts each holiday or rest day they actually clocked in on into vacation balance.

Where to find it: Payroll > Vacations > Holidays And Rest Days Balance Compensation Document.

Field	Arabic	Notes
From Date / To Date	من تاريخ / إلى تاريخ	The attendance period to scan.
Details — Employee	التفاصيل — الموظف	Which employees to scan.
Details — Attendance Holidays Count	عدد أيام حضور عطلات رسمية	Days in the period marked as an official holiday where the employee still has an actual clock-in/clock-out recorded — computed automatically, not typed in.
Details — Attendance Rest Days Count	عدد أيام حضور راحات أسبوعية	The same, but for weekly rest days (not also a holiday).

Two settings on the document's term/توجيه decide where those counted days land:

Term setting	Arabic	Meaning
Holidays Compensation Vacation Type	نوع أجازة لبدل أيام العطلات الرسمية	The vacation type credited for each counted holiday day.
Rest Days Compensation Vacation Type	نوع أجازة لبدل أيام الراحة	The vacation type credited for each counted rest day.
Recalculate Employee Attendance Lines	إعادة حساب الحضور والإنصراف النظامي	Re-runs the attendance calculation for the period before counting, so the figures reflect the latest punches/corrections.

Requires system-calculated attendance

This document cannot be used when the HR module is configured for fully manual attendance entry — it relies on the system's own calculated attendance lines to know which days were holidays/rest days and whether the employee actually clocked in.

Like the Vacation Changing Document, this is a balance-only mechanism — it does not generate a ledger entry; the value it creates is days, not money, and it lands in whichever vacation type the term settings point to. An employee whose vacation type has Vacation Transfer Policy = Repaid can later cash those days out with the Vacation Compensation document described above.

Where this fits

• Vacation Types & Balances — the vacation type rules (Transfer Policy, Vacation Class, balance limits) all four screens on this page read from or write into.
• Vacation Documents — the request/document pair and aggregations that consume balance the ordinary way, by sending someone on leave.