{"id":10471,"date":"2023-12-07T09:40:05","date_gmt":"2023-12-07T09:40:05","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%b6%d8%a8%d8%b7-%d8%aa%d8%a7%d8%b1%d9%8a%d8%ae-%d8%a8%d8%af%d8%a7%d9%8a%d8%a9-%d8%a7%d9%84%d8%b3%d9%86%d8%a9-%d8%a7%d9%84%d9%85%d8%a7%d9%84%d9%8a%d8%a9-%d9%84%d9%84%d8%ad%d8%b6%d9%88%d8%b1\/"},"modified":"2026-01-22T13:43:53","modified_gmt":"2026-01-22T13:43:53","slug":"setting-up-the-fiscal-year-start-date-of-the-attendance","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/setting-up-the-fiscal-year-start-date-of-the-attendance\/","title":{"rendered":"Setting up the Fiscal Year Start Date of the Attendance"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1703061212069{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Vacation balances are often determined according to a time period, and it is necessary to specify the start date of the year when a new cycle of employee vacation balances begins. While the fiscal year for attendance usually aligns with the start of the calendar year for ease of following the calendar, some companies may follow a different start date. Here are the steps to control this.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to set the Fiscal Year&#8217;s Default Date for Employee Attendance&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703061255171{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1769089413623{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on <\/span><b>&#8220;Settings&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu under <\/span><b>&#8220;Attendance&#8221;<\/b><span style=\"font-weight: 400;\">, then click on the <\/span><b>&#8220;Basic Settings&#8221;<\/b><span style=\"font-weight: 400;\"> card.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-45758 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Attendance-Basic-Settings.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Attendance-Basic-Settings.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Attendance-Basic-Settings-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Attendance-Basic-Settings-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Attendance-Basic-Settings-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Set the start date of the fiscal year for employees and then click <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10480 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h52_40.png\" alt=\"\" width=\"1327\" height=\"358\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h52_40.png 1327w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h52_40-300x81.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h52_40-1024x276.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h52_40-768x207.png 768w\" sizes=\"auto, (max-width: 1327px) 100vw, 1327px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<p>The default fiscal year start date is the 1st of January.<\/p>\n<\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1703062284619{margin-left: 200px !important;}&#8221;]<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10482 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h53_07.png\" alt=\"\" width=\"1336\" height=\"360\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h53_07.png 1336w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h53_07-300x81.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h53_07-1024x276.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h53_07-768x207.png 768w\" sizes=\"auto, (max-width: 1336px) 100vw, 1336px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote>\n<p><span style=\"font-weight: 400;\">The settings for determining the fiscal year for employee attendance differ from the financial period used for preparing financial reports. You have the freedom to choose whether to align both dates or keep them distinct.<\/span><\/p>\n<\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1703062331658{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">You can control the accounting financial period from <\/span><b>&#8220;Accounting Settings&#8221;<\/b><span style=\"font-weight: 400;\"> dropdown under <\/span><b>&#8220;Accounting&#8221;<\/b><span style=\"font-weight: 400;\"> in the main menu.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10484 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h55_08.png\" alt=\"\" width=\"1846\" height=\"587\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h55_08.png 1846w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h55_08-300x95.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h55_08-1024x326.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h55_08-768x244.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h55_08-1536x488.png 1536w\" sizes=\"auto, (max-width: 1846px) 100vw, 1846px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;How to customize a distinct fiscal date for each Employee separately&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703062053226{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1703062377485{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">When adding a new employee or editing the profile of an existing employee, select the start day of the fiscal year in the job information as <\/span><b>&#8220;Custom Fiscal Date&#8221;<\/b><span style=\"font-weight: 400;\"> and then specify the start date of this fiscal year for the employee.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10486 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h56_57.png\" alt=\"\" width=\"1752\" height=\"758\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h56_57.png 1752w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h56_57-300x130.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h56_57-1024x443.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h56_57-768x332.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/2023-12-19_16h56_57-1536x665.png 1536w\" sizes=\"auto, (max-width: 1752px) 100vw, 1752px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[8012],"tags":[7032,8223,3438,3461],"class_list":["post-10471","user_manual","type-user_manual","status-publish","hentry","category-attendance-settings","tag-attendance","tag-attendance-settings","tag---en","tag--en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting up the Fiscal Year Start Date of the Attendance - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/setting-up-the-fiscal-year-start-date-of-the-attendance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting up the Fiscal Year Start Date of the Attendance - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1703061212069{margin-left: 200px !important;}&#8221;]Vacation balances are often determined according to a time period, and it is necessary to specify the start date of the year when a new cycle of employee vacation balances begins. 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