Overview: When using time off and accruals, you can specify how much time off an employee can carry over or if their balances are reset on a specific date.
Enable Time Off & Accruals
1. To enable time off and accruals, start by clicking Settings in the top navigation followed by Time Off:
2. Check the box next to Allow Employee Time Off and Save:
3. And then check the box next to Allow Employee Time Off Accruals and Save:
Set Annual Time Off Carryover Limits
Once time off and accruals have been enabled, you can then specify any annual time off carryover limits.
1. To set annual time off carryover limits, start by clicking Settings followed by Time Off:
2. From the Time Off Earning Codes section, you can then select Edit next to the time off earning code for which you'd like to set an annual carryover limit:
3. You will want to start by checking the box next to Set a maximum annual carryover.
If you want new employees to take on a default maximum annual carryover amount, enter that amount along with when the carryover should take place in the box below the main setting:
Important: If you plan to have annual accrual take place on 1/1, it's advised to set the carryover date to 12/31 to ensure balances are reflected correctly.
4. You can use the Apply default to all current employees button to populate the maximum annual carryover limit for pre-existing employees or you can manually enter these details for each employee:
5. Save once done.
FAQ
Q: Will the annual carryover or reset date apply to all time off types?
A: No, each time off type has its own carryover or reset option. Follow the steps mentioned here for each time off type you'd like to carryover or reset.
Q: How can I empty or zero out employee time off balances at the end of the year?
A: To ensure employees don't carry over any time off balance to the new year, you would want to set the Annual Max Carryover Amount to 0 and set the Annual Date to 12/31.