In this article you will learn about:
What to keep in mind when setting up your Holiday Carryover
How to set up Holiday Carryover
As an account administrator, you can specify a carryover rule for the whole company by setting a maximum number of days/hours in time-off settings.
If any holiday entitlement is remaining, on the first day of the new year the balance will get carried over to their new entitlement.
Here is a quick video walkthrough:
Holiday Carryover rules:
If the remaining entitlement is over the maximum amount specified, only the maximum amount will carryover.
If employee time off balance is negative, the holiday carryover adjustment does not apply.
Holiday carryover adjustment can be deleted from the individual employee profile.
Holiday carryover adjustments can be adjusted off with a manual adjustment using a negative value.
Holiday carryover adjustments can be adjusted off with the Import Holiday Adjustments using negative values.
The system's automatic carryover process will only run if the rule was set before the new leave year. Make sure to set up holiday carryover before the first day of your new leave year. If you are late setting up your holiday carryover, you can use the Import Holiday Adjustments to carry over holiday balances manually.
The carryover will carry whatever the balance is at the start of the new leave year. In preparation, make sure all Timecards that can be approved are approved. You can do this with Daily Timecard Approval to have the most accurate balance.- Time off that should have accrued in the previous year will not be updated retroactively by the automatic carryover. Any missed accruals must be added manually or via an import.
Approving timecards after the automatic carryover will not update the previous year's holiday balances. Ensure all approvals are completed before the carryover process runs.
Once the automatic holiday carryover adjustment has applied with the arrival of the new leave year, take caution in changing the company leave year start as the automatic adjustments will apply again on the newly set date.
The whole remaining entitlement will still show as remaining in the previous year.
If you wish to set up holiday carryover only for employees tracked in hours you can leave the maximum limit blank or set it to 0 for employees tracked in days and vice versa.
If you wish to set up a limitless holiday carryover, we advise to use a high number, one that employee's would not exceed.- For limitless holiday carryover, consider using a high number such as 1000 to ensure employees do not exceed the limit.
Carried-over balance from the previous year is used first before the new year's allocation when leave is taken in the new year.
Avoid manually adjusting the current year's balance to account for future bookings, as this can interfere with automatic carryover and result in negative balances.
You are now ready to set up your Holiday carryover!
Go into 'Settings' (Administrator access only)Click your name/email in the top-right corner and select Settings.
2. Go to Employees >> Time Off
Scroll down to view Holiday Carryover settingsEnsure the Holiday Calendar Year is set correctly before proceeding.
4. Answer 'Yes' to allow holiday balances to be carried over automatically.
5. Set the maximum holiday carryover for employees tracked in hours
6. Set the maximum holiday carryover for employees tracked in days
7. Click 'Save'
How can I set a rule for a specific employee?
Currently, you are only able to set Holiday Carryover on a company level.### Why did adjusting an employee’s 2025 holiday balance for time booked in 2026 create a negative balance? When leave is booked for the next year (e.g., 2026) while still in the current year (e.g., 2025), the system applies the leave to the future year. Manual adjustments to the current year’s balance can disrupt this process. To fix this, reverse the manual adjustment and let the system handle the future year’s allocation automatically.
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