Balance Floor

The Balance Floor plugin prevents the time bank balance from going below a configured minimum. This is essential for enforcing “no negative balance” rules or allowing limited overdraft.

When to use

Use this plugin when:

• You want to prevent employees from using more time off than they’ve earned
• You need to allow limited overdraft (e.g., up to 5 days negative)
• Different floor rules apply at different times (e.g., stricter at year-end)
• You’re implementing Danish vacation law requirements

Parameters

Enforcement options

Permanent

Permanent enforces the floor at all times. The balance can never go below the minimum at any point.

Best for: Simple policies where the same floor always applies.

Yearly

Yearly enforces the floor on the same date each year. The balance must meet the floor on that specific date, but can go lower at other times.

How it works:

• Specify a month and day for enforcement
• The system checks that the balance meets the floor on that date each year
• Requests that would cause a violation on the enforcement date are blocked

Best for: Vacation year boundaries where balances must be cleared by a specific date.

Specific

Specific enforces the floor on a single, one-time date. After that date passes, the rule no longer applies.

Best for: Temporary requirements or transition periods.

How it works

The plugin examines the complete balance forecast when validating a request:

1. Calculates the projected balance timeline including the new request
2. Checks all points where enforcement applies
3. Blocks the request if any enforcement point would be violated

For permanent enforcement, this means checking every day in the forecast. For yearly or specific enforcement, only the specified dates are checked.

Examples

No negative balance allowed

The simplest configuration prevents any negative balance:

1. Add the Balance Floor plugin to your policy
2. Set Min balance to 0
3. Set Enforcement to Permanent

Allow 5 days overdraft

For companies that allow employees to “borrow” up to 5 days:

1. Add the Balance Floor plugin
2. Set Min balance to -5
3. Set Enforcement to Permanent

Danish vacation year-end rule

Danish vacation law requires that balances cannot be negative at the end of the vacation year (August 31), but allows overdraft during the year:

1. Add the Balance Floor plugin
2. Set Min balance to 0
3. Set Enforcement to Yearly
4. Set Enforcement date to August 31

You can combine this with another Balance Floor plugin for year-round limits:

1. Add a second Balance Floor plugin
2. Set Min balance to -5
3. Set Enforcement to Permanent

This allows up to 5 days overdraft during the year, but requires a zero balance at year-end.

Error messages

When a request violates the balance floor, employees see a message indicating:

• Their current balance
• The date when the violation would occur
• How much additional balance they would need