If you wish to review the configuration of your entitlement set-up for transferring entitlement from current to next year upon rollover, please follow the below steps: 

  • Go to Admin Tools > Admin panel
  • Go to Global > Entitlement set-up
  • Click Edit on Holiday 
  • Review and amend the automatic transfer settings
  • Click Save to confirm


Note: This guide can also be followed for other entitlement pots, Holiday is just used here as an example.