Note: Only Super Admins/Admins can do this.

At the end of your holiday year, you need to make sure your Time Off settings are correct for the next one.

Super Admins and Admins will receive an email with instructions guiding you through the roll over process.  If you want to get super organised, you can visit [yoursubdomain].charliehr.com/manage/time_off/rollover.

Our roll over guide will take you through these simple steps:

1. Prepare your rollover policy

Decide on the default company holiday allowance and take into consideration your time off policies for next year

2. Download your Time Off report 

This will be available the day after your roll over date and contains all the information you need, alongside a useful guide. 

3.  Calculate team member's allowances for the new year

Find which employees have days left to rollover and decide whether you allow days to be rolled over into the next holiday year

4.  Apply the new allowances to the team

The system will automatically set everyone's time off allowance to the company default allowance, and reset the days adjusted to 0. 

Choose the time off settings button to then take you back to the allowance adjustments page to manually input any adjustments that need to be made

You will then see in the adjustments log how many days that employee had left from last year. You can use this information to make a new adjustment

Once this is done, you are all set for the new year! The guide will be available from the 'Time Off Allowances' up to a month after your roll over date. 

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