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Why do holiday hours sometimes not match expectations after the new holiday year carryover?

Updated over 2 weeks ago

Holiday hour discrepancies following the new year carryover often arise due to timing factors and approval processes. This article provides detailed explanations of the common reasons why holiday hour balances may not align with expectations and offers guidance on how to address these issues.

Understanding Holiday Hour Carryover

Holiday hour balances carried over into the new year reflect the recorded approvals and time-off records from the previous year. Several key rules impact these balances:

  1. Accrual and Carryover Process - The carryover includes only the hours that were recorded as of the time the carryover process occurred. Late accruals or unapproved timecards will not be included.

  2. Retroactive Adjustments - If time-off records are entered retroactively (e.g., a December time-off request created or finalized in January), these adjustments affect the previous year's entitlement.

Key Scenarios Impacting Balances

  1. Late Approvals: - If timecards or holiday requests for late December were submitted after the year-end carryover process, those accruals won’t be included in the carryover. Ensure all timecards and requests are approved before the carryover date to reflect them accurately in the new year's balance.

  2. Retroactive Time-Off Entries: - Time-off requests added after the year-end can unexpectedly modify the final Time Off balance for the year, but won't affect the carryover that has already occurred. To verify the correct balance, check for late-entered requests to determine if they should have impacted the carryover.

Troubleshooting Steps

If you notice unexpected discrepancies in holiday hour carryovers:

  1. Check Year-End Approvals - Verify whether all holiday requests and timecards for the previous year were approved by the time of the carryover process.

  2. Review for Retroactive Adjustments - Look for any time-off entries or adjustments made after the close of the previous year. These could explain discrepancies to the carryover balance.

  3. Confirm Maximum Carryover Limits - Remember that carryover policies may have limits (e.g., "up to 10 hours"), and balances won’t exceed this threshold regardless of adjustments.

By understanding these processes and reviewing time entries and approvals carefully, you can address most cases when holiday hour balances seem incorrect.

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