Please note: if you have some employees with outstanding time off in days and others in hours then processing carryover this way will only be able to deal with one set of these. It is not possible to days and hours both using the automated process.
Click ‘calculate and check’. This will return a table which details each employee, their allowance, what time-off has been taken, what they have left, and their actual carryover.
At this stage, please check these resulting values very carefully and ensure you are completely happy before processing the carryover calculations.
We STRONGLY recommend you use ‘calculate and check’ ahead of the new holiday year to identify any anomalies that need investigating before submitting. You can do this as many times as you need to clear up any irregularities.
Once you are completely satisfied, click submit and they will be entered into the carryover balances for all employees at the sites selected.
Please note: this process will remove and reset ALL carryover balances within your company and cannot be reversed.
If, after submitting, any values are incorrect or you need to add additional entries or adjust any existing entries for carryover you can do so via Administration > HR > Time off management > Manage carryover values.
If your holiday year runs from an employee’s start date:
That’s it! You’re all done.
Click back to return to our Year End knowledge hub.