Overview
This guide explains how to modify the calendar year start date at the global level and how this change affects user entitlements and existing system data.
How Calendar Year Changes Work
Adjusting the calendar year impacts how entitlements are calculated and may affect existing absence records. The system can automatically prorate entitlements when shifting the year forward or backward.
How to Change the Calendar Year
- Navigate to: Admin Panel > Global > Global Settings
- Scroll to Format Settings
- Click Change calendar year
- Select your new calendar year start date (Day/Month)
- Choose which entitlement pots should be affected
- Optional: Check 'Force overridden users to use new calendar' to apply changes to users with individual settings
- Select whether to:
- Calculate new entitlements
- Adjust carryover records
- Click Change calendar year to confirm
Understanding Entitlement Calculations
Forward Shift (Year Start Moves Later)
- Creates a gap between years
- System extends current year to cover the gap
- Current year's entitlement covers absences in the gap period
Backward Shift (Year Start Moves Earlier)
- Creates an overlap between years
- System prorates current year's entitlement
- Previous year's entitlement covers absences in the overlap
Additional Information
Key Terms
- Forward Shift: Moving the year start date later
- Backward Shift: Moving the year start date earlier
- Proration: Adjusting entitlements proportionally
Permissions Required
- Global System Setup access
Best Practices
- Review the impact description shown on-screen before confirming
- Communicate changes to all users in advance
- Use the search function to quickly locate System Setup
Important Notes
- Changes cannot be undone once applied
- Consider testing in a sandbox environment first
- Individual user settings may override global changes unless forced
Pro Tip
For complex changes, consult with our Support team to understand all implications before proceeding.