Skip to main content

Rollover & year end

Run your rollover and year end.

1 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.