The below video provides a general introduction to the Carryover expiry feature in e-days; there is also a text overview available beneath.


Overview:

  • The Carryover expiry feature provides the ability for administrators to remove any carried over entitlement that users have not taken by a certain point in the year.
  • To operate this feature, access the page on the date when users have to take their carryover by, select the Expire not used checkbox, and hit Search. This will show you a list of all users who have remaining carry over along with what amounts they have left. You can select whose carryover you'd like to expire using the checkboxes on the left; using the top checkbox to select or deselect all users, and you also have to filter the records you'll see the group at the top of the page. When you're happy with the users you've got selected, hit Expire not used and the system will remove any carryover entitlement that has not been used by the current date. 
  • You can also expire anything that has not been booked up to a certain date by selecting Expire not booked, choosing a date up to which carry overbookings can be taken, and then repeating the process above.

Please find our video tutorial link below:

https://youtu.be/FWV2Qy_BlSU


Note: You will need the Records permission to access this feature.