Batch Tools are now also accessible from the Left Menu within the People section.
As you transition into a year calendar year, use this feature that allows adjustments for unused vacation time from the previous year. This example is for January 1st, 2025 (with carry over coming from 2024).
As you transition into a year calendar year, use this feature that allows adjustments for unused vacation time from the previous year. This example is for January 1st, 2025 (with carry over coming from 2024).
- Navigate to Settings:
- Go to Batch Tools TIME OFF and click the Time Off Adjustments button.
- View Balances:
- You’ll see the balance of unused vacation days for 2024 and the maximum allowed carryover into 2025.
- If an employee has more unused vacation than your company’s carryover limit, the excess has been automatically recorded for adjustment.
- Adjust for Payouts:
- For cases where employees are paid out instead of carrying over days, you can manually update the "Suggested Adjustment" column.
- Example scenarios:
- If your company allows a maximum of 5 carryover days and an employee has 6 unused days:
- To carry over 5 days and pay out 1, leave the suggested adjustment at 1.
- To pay out all 6 days, update the adjustment to 6 (carrying over 0 days).
- If your company allows a maximum of 5 carryover days and an employee has 6 unused days:
- Finalize Changes:
- Once you’ve reviewed and updated adjustments, click Save Employee Time Off Adjustment at the bottom of the page.
- Review Reports:
- In Reports > Time Off-Alternate, column C4 will display the adjustment amounts for your records, including any payouts for employees carrying over their maximum days.