Administrators can edit an employee's carried-over time off from the previous period. This then adds to the balance of the current holiday period. This is a good workaround if you haven't set up automatic carryover within a time off policy and want to manually add the carry over. You can use the Unused days report to check how many unused days there were in the previous period that you may want to carry over.
📎NOTE: If you want to add carry over to next year's balance, you need to wait til after the reset date of the time off policy. This is because changes you make will apply to the current year's balance.
Click Company on the main menu.
Click on the relevant employee to go to their profile.
On the profile menu, click Time off.
Hover the mouse alongside the time off policy and under Carried over from previous period, then click on the pencil icon.
Enter the new value for the carried-over days. You can only enter this figure in days.
📌TIP: Always enter the carry-over value in days, regardless of the policy type. If the policy tracks time in hours, the system automatically converts the days value to hours using the employee's average daily hours. For example, entering 5 days for an employee who averages 6.25 hours per day gives 31.5 hours. If the policy tracks time in days and you need to carry over a specific number of hours, enter the value as a decimal based on the policy's default working hours. For example, if the default working hours is 8 hours and an employee has 12 hours to carry over, enter 1.5.
Click Save changes.
The Carried over balance now has a different figure.
