Overview:

Where carryover configuration allows for manual carryover, as a system admin, you have the ability to create the carryover/transfer record via the admin panel. Creating an approved carryover/transfer record in this manner will negate the requirement for authoriser approval.


Step by step guide:

  • Navigate to admin tools > admin panel > records > carryover/transfer records
  • Press the blue +Add New button at the top of the page
  • Complete the User, Transfer Type, and either Total Day or Total Hours fields
  • It is not necessary to complete the From date and To date fields
  • Set the desired authorisation status for the new record. Setting this to Approved will tell e-days the new record has already completed its approval process
  • Optionally enter any text information into the Details field
  • At the bottom of the page press, the orange Save record button.



Notes: You will need the Entitlement Set-up permission applied to your e-days role in order to carry out this task.