Rollover & year end
Run your rollover and year end.
By Charlotte1 author13 articles
- Run the rollover programUpdate holiday allowances for the new year and ensure all user balances and calculations are correct.
- Rollover FAQsAnswers to common questions about the rollover process, including editing previous years, managing allowances, and handling different scenarios.
- Unable to view the rollover reportFix issues where the rollover report doesn’t open, generate, or display after running the rollover process.
- Incorrect allowances after rolloverResolve issues where rollover produces incorrect allowances, including unexpected bank holiday adjustments or unusual entitlement values.
- View rollover adjustments from previous yearsCheck historical rollover data, including carry-over values and allowance adjustments from previous years.
- Change the rollover cap for the next yearUpdate how much holiday users can carry over into the next business year.
- Change the rollover expiry dateUpdate the date by which users must use carried-over holiday from the previous year.
- Change a business yearUpdate the business year for your organisation, either during rollover or in exceptional cases mid-year.
- Fix rollover errors caused by custom bank holidaysResolve errors where users are excluded from rollover due to missing or incomplete custom bank holiday data.
- Run rollover for a single userUnderstand how rollover applies to users and what to do if one user hasn’t been updated correctly.
- Allow unlimited holiday carryoverAllow users to carry forward all remaining holiday and extend usage into the next business year.
- Undo a rolloverUnderstand what to do if a rollover was run incorrectly and how to restore allowance values.
- Correct incorrectly capped carryoverRestore carryover allowance when a rollover cap was applied incorrectly.