If allowances look incorrect after rollover, the issue is usually caused by incorrect user data, working patterns, or bank holiday setup. Check the areas below to identify and fix the problem.
đ Note: You need HR Admin permissions to review and update allowances, work layers, and location settings.
Check employment dates
Click HR Admin, then click Allowances and start dates.
Check the userâs employment start and end dates.
Correct any incorrect values, then click Save.
Incorrect dates can affect how the system calculates entitlement during rollover.
Check working patterns
Click HR Admin, then click Users.
Click Change user work layers.
Review the userâs Layer Array.
Ensure:
The working pattern matches the userâs schedule.
No incorrect or duplicate layers are applied.
đ Note: If a user changes working pattern mid-year, the system combines multiple calculations for that year.
Check for mismatched allowances
Click HR Admin, then click Allowances and start dates.
Apply a filter for mismatched allowances.
This helps identify users where calculated and stored values differ.
Check bank holiday setup
Allowance calculations compare the userâs working pattern against their location.
Ensure users and locations use the same bank holiday layers.
Check for mismatches between default and custom bank holiday layers.
Example issue:
A user has UK bank holidays in their layer array.
Their location uses a different or additional custom layer.
To fix this:
Click HR Admin, then click Setup.
Click Locations Data.
Update the Layer Array to match the correct bank holiday setup.
Click Save.
Fix incorrect bank holiday values
If the system adds or subtracts unexpected bank holidays:
The location may include a bank holiday layer that the user doesnât have.
Or the user may have a layer that the location doesnât use.
To resolve:
Add the missing layer to the user if they should receive it.
Or remove the layer from the location if it shouldnât apply.
Understand working pattern limitations
The system calculates allowance based on fixed patterns.
Variable shift patterns arenât fully supported.
If users have irregular schedules:
Use consistent patterns with proportional values.
Keep setup consistent going forward
To avoid issues in future:
Use the correct work layers for all users.
Ensure location and user bank holiday layers match.
Avoid manual overrides unless required.