Audience:
System administrators with 'System Admin' role permissions.
Overview:
Configure how unused holiday entitlement transfers between years in your system.
How Carryover Works:
Set rules to move unused days between 'Last Year', 'Current Year' and 'Next Year'. Configure at Global (company-wide), Template (group) or User (individual) levels. Important: Automatic carry over won't process for users with 'pending' absences at year-end.
Additional Information:
- Key terms:
- Global settings: Company-wide defaults
- Template settings: Group-specific rules
- User settings: Individual overrides
- Permissions required: 'System Admin' role
- Tips:
- Use the search function to quickly find carryover settings
- Template/User settings override Global settings
- Always click Save at page top to confirm changes
- Resolve pending absences before year-end for automatic processing
- Review related guide: Manual vs Automatic Carryover