e-days New Year Rollover checks

The New Year is fast approaching, and for many of you, this also means your Holiday Year rollover. There’s a lot to consider at this time of year, so we’ve prepared this handy guide to help you get the most out of e-days.

Carryover:
e-days has a carryover feature that can either allow your users to manually request carryover, or to automatically process carryover when the system rolls over.
To check/configure your Carryover set up, please see the guides below:

Configuring Carryover - Global
Configuring Carryover - Template
Configuring Carryover - User

If you are wanting to set up a two-year carryover relating to Covid carryover, please check the guide below:

Two Year 'Waterfall' Carryover 


Pending Absences:
For automatic carryover to run, the system requires all absences to be actioned. If an absence is Pending, carryover will be skipped for the user. You can run an Absence Information report to check for any pending absences in your system.

Running an absence information report

 

Next Year Entitlement:
If next year’s entitlement hasn’t already been awarded, this can be done using the Import Entitlement tool.

Bulk updating Users' entitlement

 

Public Holidays:
If next year’s public holidays haven’t already been input into your system, you can either use the import tool, or manually add the days.

Public Holiday import via Import Feed
Adding Public Holidays Dates individually
Import Public Holidays via CSV

 

Custom Days:

You may have set days of absence for your users, such as a Christmas Shutdown that you require to deduct from entitlement. If this hasn’t already been configured, users could end up overbooking holiday.

Adding a new custom days list
Adding a new custom days date