Every company has a set holiday year, which determines how many holidays employees can take during a set period of time. Typically, this could be the same as a calendar year, or your company may set your holiday year based on your financial year, for example, October 2024 - September 2025.
There may be times your company decides to change when the holiday year starts. A holiday year is controlled within each time off policy you have. If you need to change the date your holiday resets, you need to do so within each calendar-based policy you have.
We show you how to reset your holiday year in a time off policy in the steps below.
Important considerations
Affecting leave calculations
Changing reset dates may affect leave calculations. If you want to avoid this, you may want to create a new time off policy for the new holiday year instead. You will then need to rebook any future time off booked on the old policy.
Policies not based on calendar settings
If you have a policy that isn't based on calendar settings, for example, it's based on a working pattern, you have to create a new time off policy. On the new policy, you can then select the new dates instead.
You will also need to rebook any future time off that was previously booked on the old policy.
Reset dates on time off policy
Click your name on the top right, then click Settings.
On the settings menu, click Time off, then click Policies.
On the relevant time off policy, click on the Settings button.
Next to where it says 'Reset dates on' select the new date.
Click Save.
Next steps
If you changed your holiday year to reset from, for example, 1 April instead of 1 January, use the time off status report to check your employees' time off balances as of 1 April. You can then manually adjust their time off balance to account for their carried-over leave from the calendar year you've just changed from.
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