Every company has a set holiday year, which determines how much holiday employees can take during a set period of time. Typically this could be the same as a calendar year, or your company may set your holiday year based on your financial year e.g. October 2022 - September 2023.
Whatever your holiday year is, there may be times your company decides to change it. A holiday year is controlled within each time off policy you have, so if you need to change it, this needs to be done within each calendar-based policy you have.
We show you how to reset your holiday year in a time off policy in the steps below.
📎NOTE: If you have a policy that isn't based on calendar, for example it's based on a working pattern, you have to create a new time off policy and select the new dates instead.
Click your name on the top right, then click Settings.
On the settings menu click Time off, then click Policies.
On the relevant time off policy, click on the Settings button.
Next to where it says 'Reset dates on' select the new date.
If you changed your holiday year to reset from, for example, 1 April instead of 1 January, use the time off status report to check your employees' time off balances as of 1 April. You can then manually adjust their time off balance to account for their carried-over leave from the calendar year you've just changed from.