{"product_id":"forskottssemester-avtal-uttag-slutavrakning-2027","title":"Advance Vacation 2026\/2027 – Agreement, Withdrawal Decision \u0026 Final Settlement | Word\/PDF\/Excel","description":"\u003csection lang=\"en\" class=\"mb-document-description\" style=\"line-height:1.75;color:#173748\"\u003e\n\u003ch2\u003eAdvance vacation 2026\/2027 – agreement, withdrawal decision, and settlement documentation in Word, PDF, and Excel\u003c\/h2\u003e\n\n\u003cp\u003eDoes your workplace need a clear \u003cstrong\u003etemplate for advance vacation agreements\u003c\/strong\u003e? This document package helps employers, HR, and payroll administrators document voluntary agreements for paid time off before vacation pay has been earned. With editable Word templates, print-ready PDF versions, and an Excel register, you can keep track of offers, approved days, actual disbursements, and the separate legal assessment required at the end of employment.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eAdvance vacation is not the same as earned paid vacation, unpaid leave, or a general loan.\u003c\/strong\u003e The employee must receive clear information and should normally not be required to accept an offer of advance vacation. Rules in collective agreements and the actual circumstances of the employment must be verified before the documents are used.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eDigital delivery:\u003c\/strong\u003e 15 files in a ZIP – 7 editable Word documents, 7 corresponding searchable A4 PDFs, and 1 Excel workbook with nine tabs. Five main Swedish templates, a Swedish user guide, and a specific English User Guide. No physical shipping or subscription.\u003c\/p\u003e\n\n\u003cdiv style=\"margin:20px 0;padding:17px 19px;border:1px solid #e9d6aa;border-left:5px solid #ae7c2f;border-radius:12px;background:#fff8e9\"\u003e\n\n\u003cstrong\u003eLegally important:\u003c\/strong\u003e According to Section 29 a of the Annual Leave Act (1977:480), vacation compensation at the end of employment may in certain cases be reduced by previously paid advance vacation pay. Set-off may not occur, for instance, when the payment was made more than five years ago or when the act's specified termination exceptions apply. There is a special bankruptcy exception, and collective agreements may contain deviating terms. This does \u003cstrong\u003enot\u003c\/strong\u003e mean that the employer is automatically entitled to deduct money from regular salary or claim that every registered advance amount is a valid debt.\u003c\/div\u003e\n\n\u003cnav style=\"margin:15px 0;padding:13px;background:#edf5f6;border-radius:9px\"\u003e\u003cstrong\u003eJump to:\u003c\/strong\u003e \u003ca href=\"#mb-forsk-paket\"\u003ePackage contents\u003c\/a\u003e · \u003ca href=\"#mb-forsk-filer\"\u003eWhat the files contain\u003c\/a\u003e · \u003ca href=\"#mb-forsk-excel\"\u003eExcel register\u003c\/a\u003e · \u003ca href=\"#mb-forsk-arbetsgang\"\u003eWorkflow\u003c\/a\u003e · \u003ca href=\"#mb-forsk-lag\"\u003eRules\u003c\/a\u003e · \u003ca href=\"#mb-forsk-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv id=\"mb-forsk-paket\" style=\"margin:20px 0;padding:21px;background:#e9f3f5;border:2px solid #c2dce1;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 files in a ZIP package:\u003c\/strong\u003e 7 DOCX, 7 searchable PDF, and 1 XLSX. The Word files are editable and the PDF versions can be read or printed. The Excel workbook contains nine tabs and sixteen key figures.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eLanguage:\u003c\/strong\u003e Five Swedish main templates and a Swedish user guide, plus an English User Guide. The English document is a guide, not a translated master document. \u003cstrong\u003eEdition:\u003c\/strong\u003e Version 1.0 – 2026\/2027. \u003cstrong\u003eLegal review date:\u003c\/strong\u003e October 15, 2026. \u003cstrong\u003eDelivery:\u003c\/strong\u003e Digital download after purchase, provided the file is linked to the product variant.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-forsk-filer\" style=\"margin:20px 0;padding:21px;background:#ffffff;border:2px solid #d3e3e7;border-radius:13px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e02. What the files contain – file by file\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%;font-size:.93em\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#173748;color:#ffffff\"\u003e\n\n\u003cth style=\"padding:10px;text-align:left\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:10px;text-align:left\"\u003eWhat the document is used for\u003c\/th\u003e\n\n\u003cth style=\"padding:10px;text-align:left\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e01. Agreement on advance vacation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eVoluntary terms, parties, days, salary handling, collective agreements, and conditions for potential settlement.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e02. Decision and withdrawal confirmation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eGranted days, period, actual disbursement, and written receipt.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e03. Day and amount log\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eActual withdrawal dates, payment dates, amounts, and traceable salary documentation.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e04. Assessment basis for final settlement\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eSeparate legal check of the five-year rule, cause of termination, collective agreements, and vacation compensation.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e05. Employee information and collective agreement checklist\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eInformation prior to voluntary choice, terms check, protection exceptions, and responsible reviewer.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e06. Swedish User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eTen work steps, source references, legal limitations, and approval workflow.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e07. English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eEnglish-language explanation of the Swedish templates; the principal agreements remain Swedish.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003e\u003cstrong\u003e08. Excel for advance vacation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top\"\u003eNine tabs, sixteen control key figures, and a settlement field filled after manual legal assessment.\u003c\/td\u003e\n\n\u003ctd style=\"padding:10px;border-bottom:1px solid #d5e5e7;vertical-align:top;white-space:nowrap\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003cp style=\"margin-top:12px\"\u003eThe Word and PDF files include two clearly framed information boxes with \u003cstrong\u003e01. Package contents\u003c\/strong\u003e and \u003cstrong\u003e02. What the files contain\u003c\/strong\u003e, as well as information regarding what the templates do not replace. The documents use marked input fields and do not contain fictional employees, payments, or legal decisions.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv id=\"mb-forsk-excel\" style=\"margin:20px 0;padding:21px;background:#f1f7f8;border:1px solid #d1e3e5;border-radius:12px\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e03. Excel tool with nine tabs and sixteen control key figures\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eTabs:\u003c\/strong\u003e Overview · Personnel · Agreements · Withdrawals · Payments · Termination \u0026amp; Assessment · Settlements · Control points · Read me.\u003c\/p\u003e\n\n\u003cp\u003eThe overview distinguishes between registered agreements, actually taken advance days, verified payments, initiated termination assessments, and manually decided settlements. In the \u003cstrong\u003eSettlements\u003c\/strong\u003e sheet, vacation compensation is calculated based on a \u003cem\u003emanually entered, legally approved amount\u003c\/em\u003e, with a lower limit of zero. The workbook does not automatically audit the five-year rule, the cause of termination, or collective agreements and contains no hidden test entries.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eWarning:\u003c\/strong\u003e An amount in Excel does not constitute a confirmed claim, a salary payment, an assessment according to Section 29 a, or permitted set-off against other salary. First document legal right, collective agreements, employer decisions, and settlement documentation.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"mb-forsk-arbetsgang\"\u003eHow to document advance vacation – ten steps\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck vacation year and earned days.\u003c\/strong\u003e Clarify which days are paid or unpaid in the current employment relationship.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eReview the collective agreement.\u003c\/strong\u003e The Annual Leave Act allows for collective agreement deviations; apply the correct agreement.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInform the employee.\u003c\/strong\u003e Explain the difference between unpaid leave, advance vacation pay, and earned vacation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eOffer a voluntary agreement.\u003c\/strong\u003e Use the main agreement and specify the agreed-upon days and terms.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssess vacation scheduling.\u003c\/strong\u003e Document an actual decision regarding when the leave is to be taken.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eConfirm the withdrawal.\u003c\/strong\u003e Register only the days that were actually covered by the decision and withdrawal.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument every disbursement.\u003c\/strong\u003e Specify payment date, gross amount, and corresponding payslip.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eKeep data up to date.\u003c\/strong\u003e Adjust registers and documentation in the event of corrections or changed circumstances.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAt the end of employment – perform an individual check.\u003c\/strong\u003e Review the cause of termination, the five-year limit for each payment, and any applicable collective agreement.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMake a separate, documented settlement decision.\u003c\/strong\u003e Do not confuse set-off from vacation compensation with set-off from other salary.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\n\u003ch2 id=\"mb-forsk-lag\"\u003eWhat does the Annual Leave Act say about advance vacation?\u003c\/h2\u003e\n\n\u003ch3\u003eVacation leave and voluntary advance\u003c\/h3\u003e\n\n\u003cp\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/semesterlag-1977480_sfs-1977-480\/\" rel=\"noopener noreferrer\"\u003eThe Annual Leave Act (1977:480)\u003c\/a\u003e distinguishes between vacation leave, vacation pay, and vacation compensation. According to the main rule, the employee has 25 vacation days per vacation year, but those who start after August 31 generally only have five days during the initiated vacation year. Paid vacation requires that vacation pay has been earned, unless, for example, advance vacation is agreed upon. The vacation year and earning year may be handled differently according to permitted collective agreements.\u003c\/p\u003e\n\n\u003ch3\u003eSettlement according to Section 29 a of the Annual Leave Act\u003c\/h3\u003e\n\n\u003cp\u003eThose who have received advance vacation pay may, under certain conditions, have their vacation compensation reduced at the end of employment. Section 29 a limits this, among other things, when the advance was paid \u003cstrong\u003emore than five years\u003c\/strong\u003e before the termination and during statutory termination exceptions. This includes certain terminations due to the employee's illness and certain employer-initiated terminations without personal grounds, albeit with special regulations in case of bankruptcy. The rule must be read in its entirety.\u003c\/p\u003e\n\n\u003ch3\u003eCollective agreements and protection for the employee\u003c\/h3\u003e\n\n\u003cp\u003eAccording to Section 2 a of the Annual Leave Act, collective agreements at the correct level may allow for deviations from, among other things, Section 29 a. Therefore, check the terms actually applicable to your industry and workplace. \u003ca href=\"https:\/\/www.unionen.se\/rad-och-stod\/forskottssemester\" rel=\"noopener noreferrer\"\u003eUnionen describes advance vacation and the terms\u003c\/a\u003e as a specific voluntary agreement. An agreement field may not be presented as a general right to withhold salary. Any potential set-off against regular salary requires its own legal basis and assessment.\u003c\/p\u003e\n\n\u003ch3\u003eEmployee salary documentation and confidentiality\u003c\/h3\u003e\n\n\u003cp\u003eDocument only necessary personal and salary data. Keep personnel documentation with restricted access, verify the employer's actual data retention routines, and avoid including sensitive personal data in open Excel registers.\u003c\/p\u003e\n\n\u003ch2\u003eRelated document templates for employers\u003c\/h2\u003e\n\n\u003cp\u003eSee also \u003ca href=\"https:\/\/mallbutiken.se\/products\/provanstallningsavtal-2026-2027-word-pdf\"\u003eProbationary employment agreement\u003c\/a\u003e for a separate employment document, \u003ca href=\"https:\/\/mallbutiken.se\/products\/overenskommelse-om-att-anstallning-upphor-mall-word-pdf\"\u003eAgreement on termination of employment\u003c\/a\u003e for documentation of voluntary termination of employment, and \u003ca href=\"https:\/\/mallbutiken.se\/products\/lonebudget-personalkostnadskalkyl-2026-2027-arbetsgivaravgifter-pension-budget-utfall-excel-word-pdf\"\u003eSalary budget and personnel cost calculation\u003c\/a\u003e for broader HR and salary planning. More similar templates can be found under \u003ca href=\"https:\/\/mallbutiken.se\/collections\/hr-arbetsratt-visselblasning-mallar\"\u003eHR, Employment Law \u0026amp; Whistleblowing – Templates\u003c\/a\u003e. The related products are not included in this ZIP.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-forsk-faq\"\u003eFrequently asked questions about advance vacation\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is advance vacation?\u003c\/h3\u003e\n\n\u003cp\u003eAdvance vacation means that the employer and employee agree on paid vacation leave before the relevant vacation pay has been earned. The agreement needs to be understood in the context of law and collective agreements.\u003c\/p\u003e\n\n\u003ch3\u003eCan the employer require one to take advance vacation?\u003c\/h3\u003e\n\n\u003cp\u003eThe employee normally cannot be forced to accept a voluntary offer of advance vacation. Vacation scheduling and the employer's obligations must be assessed separately.\u003c\/p\u003e\n\n\u003ch3\u003eIs advance vacation a debt for five years?\u003c\/h3\u003e\n\n\u003cp\u003eIt is not an automatic and unlimited debt. Section 29 a of the Annual Leave Act contains a five-year rule based on actual advance payment and several important exceptions. Collective agreements may provide for deviating rules.\u003c\/p\u003e\n\n\u003ch3\u003eMay advance vacation be deducted from the final salary?\u003c\/h3\u003e\n\n\u003cp\u003eA potential settlement according to Section 29 a applies to vacation compensation, under the act's conditions. Deductions from other salary or set-off require a separate legal assessment.\u003c\/p\u003e\n\n\u003ch3\u003eWhat happens in the event of redundancy?\u003c\/h3\u003e\n\n\u003cp\u003eSection 29 a contains exceptions for employer-initiated termination not relating to the employee personally, with special bankruptcy regulations. Verify the reason for termination and any collective agreement before considering any deduction.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel determine if advance vacation should be repaid?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The workbook contains registers, summaries, and amount calculations based on manual legal assessment. It does not assess the five-year limit, the act's exceptions, or applicable collective agreements.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English agreement included?\u003c\/h3\u003e\n\n\u003cp\u003eNo, the five main templates are Swedish. An English User Guide is included with explanations of the use of the documents.\u003c\/p\u003e\n\n\u003ch3\u003eIs the material legally certified?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The documents are based on an editorial review of legal sources and are not a certificate from an authority, trade union, or external legal counsel.\u003c\/p\u003e\n\n\u003ch2\u003eLegal sources and document version\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eEditorial source review:\u003c\/strong\u003e October 15, 2026. \u003cstrong\u003eEdition:\u003c\/strong\u003e 1.0 – 2026\/2027. The year 2027 is a version designation and is not a claim regarding audited future legislative changes. Sources: \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/semesterlag-1977480_sfs-1977-480\/\" rel=\"noopener noreferrer\"\u003eThe Riksdag – Annual Leave Act\u003c\/a\u003e, \u003ca href=\"https:\/\/www.unionen.se\/rad-och-stod\/forskottssemester\" rel=\"noopener noreferrer\"\u003eUnionen – advance vacation\u003c\/a\u003e, and \u003ca href=\"https:\/\/www.unionen.se\/rad-och-stod\/semester-nar-du-ar-nyanstalld\" rel=\"noopener noreferrer\"\u003eUnionen – vacation when newly employed\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55778991833430,"sku":"FORSKOTTSSEMESTER-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/forskottssemester-huvudbild-2027_2bfa41c2-358c-4f2a-b4be-881d72758745.png?v=1792090069","url":"https:\/\/mallbutiken.se\/en\/products\/forskottssemester-avtal-uttag-slutavrakning-2027","provider":"Mallbutiken","version":"1.0","type":"link"}