How do I transfer vacation days to the following year?

In the employee profile, remaining vacation days from the previous year can be carried over to the current year, and remaining vacation days from the current year can be transferred to the following year.

To carry over vacation days, please follow these steps:

Caution! Only Admins and Managers (with the according permissions) can make these adjustments

1. Navigate to 'emloyees' and click on an employees name

2. In the profile, you will now find the vacation overview at the top

3. Now click on on the pen image on bottom right

4. In the open window you can now see the following: 

  • a. Vacation days for the current year
  • b. Available vacation days for the current year 
  • c. If recorded under the base data, you can also see the contract properties here 
  • d. You may also adjust vacation days here 
  • e. Transfer vacation days from the past year
  • f. Transfer vacation days to the following year
  • 5. Enter the vacation carryover from the previous year / for the upcoming year as desired
  • 6. Now click on 'save' to save the vacation carryover 
  • 7. At the very bottom you will find the log: here you can see all the changes made and saved

Note! If an employee has a different vacation entitlement in the following year, you can select the next year in the editing field and adjust the vacation days there. This will not affect the current year.