Who this guide is for: System administrators. Requires 'System Admin' role with access to Carry-over records.
Overview:
This guide explains how to manually create a carry-over/transfer record in the admin panel, bypassing the need for approval if marked as "Approved."
How Carry-over/Transfer Records Work:
Carry-over/transfer records allow unused leave to be moved to a new entitlement period. Manually creating these records as an admin skips the approval workflow, saving time.
How to Set Up a Carry-over/Transfer Record:
- Navigate to Admin Tools > Admin Panel > Records > Carry-over records.
- Click the blue + Add New button.
- Fill in:
- User (required)
- Transfer Type (required)
- Total Days or Total Hours (required)
- Leave From Date and To Date fields blank (optional).
- Set Authorisation Status (select Approved to skip approval).
- Add optional notes in the Details field.
- Click the Save Record or Save and add another button in the top right corner
Additional Information:
- Key Terms:
- Transfer Type: The category of leave being carried over (e.g., Annual Entitlement of last year to Annual Entitlement of this year).
- Authorisation Status: Determines if the record requires approval.
- Permissions: Requires 'System Admin' role.
- Reminder: Approved records bypass workflow; ensure accuracy before saving.
- Tip: Use the search function within the platform to quickly find features or settings.