Vacation allowance and carry over
absentify allows you to set up the annual vacation allowance for each of your users which can also be carried over into the following year!
By the end of this article, you'll know how to change the allowance from one user to the next, as well as setting up automatic vacation carryover into your next fiscal year so you don't have to worry about doing this yourself.
The annual vacation contingent is set by the company for each individual employee.
Start by navigating to Settings > Users and clicking the pencil icon next to the user your wish to select.
Once you've selected the user whom you'd like to change the yearly allotted vacation for, go to Allowance and select the pencil icon again for the year you'd like to edit.
From here you'll have the option to change the following:
You may only change the carry over contingent for the current year. The following year will change automatically based on your customized settings under Settings > Carry forward.
Carry-over: : The total amount of unused vacation days are to be carried over from the previous year
Allowance: : The total amount of vacation days for that year
Compensatory time off: : The number of remunerative time off days
The following columns will be automatically calculated:
Taken: : This will automatically be calculated based on how many vacation days the user has taken
Remaining: This will be automatically calculated after subtracting the total number of vacation days used
A carryover from the previous year of 2 days means that 2 days are added to the quota.
The credit is taken from the department and is available to the user as an annual quota.
A time off balance of one day is also added to the quota, so this stands at 33 days. Only administrators can change this value.
If your user has entered an approved leave, the sum of all requests will be under "days taken".
Carryover + Allowance + Compensatory time-off - Taken = Remaining
If your company offers an annual carry-over, administrators can easily set up a maximum carry-over company wide. This will allow users to carry over some or all of their unused vacation days into the following year.
The maximum carryover is set by the company administrator for all employees by default under Settings > Carry forward.
Set the number of days you would like to be brought forward into the following year.
By setting the maximum carry over to 5 like in the photo below, this means that if a user has 10 vacation days left at the end of the year and their company allows a maximum of 5 days to be carried forward, then 5 of those days will be carried over into the next year.
Users can see how many days have been carried over by simply heading to ´My calendar´ and referring to the "Carried over" section in the left-hand column.
If you have any questions, don't hesitate to reach out to our support team or give us feedback on our roadmap. We're always happy to hear back from our users!
Creating and editing absence types
Compensatory time off
Public holidays
By the end of this article, you'll know how to change the allowance from one user to the next, as well as setting up automatic vacation carryover into your next fiscal year so you don't have to worry about doing this yourself.
Set up vacation contingent
The annual vacation contingent is set by the company for each individual employee.
Start by navigating to Settings > Users and clicking the pencil icon next to the user your wish to select.
Once you've selected the user whom you'd like to change the yearly allotted vacation for, go to Allowance and select the pencil icon again for the year you'd like to edit.
From here you'll have the option to change the following:
You may only change the carry over contingent for the current year. The following year will change automatically based on your customized settings under Settings > Carry forward.
Carry-over: : The total amount of unused vacation days are to be carried over from the previous year
Allowance: : The total amount of vacation days for that year
Compensatory time off: : The number of remunerative time off days
The following columns will be automatically calculated:
Taken: : This will automatically be calculated based on how many vacation days the user has taken
Remaining: This will be automatically calculated after subtracting the total number of vacation days used
Here is an example of the quota calculation:
A carryover from the previous year of 2 days means that 2 days are added to the quota.
The credit is taken from the department and is available to the user as an annual quota.
A time off balance of one day is also added to the quota, so this stands at 33 days. Only administrators can change this value.
If your user has entered an approved leave, the sum of all requests will be under "days taken".
Carryover + Allowance + Compensatory time-off - Taken = Remaining
Setting up maximum vacation carry-over
If your company offers an annual carry-over, administrators can easily set up a maximum carry-over company wide. This will allow users to carry over some or all of their unused vacation days into the following year.
The maximum carryover is set by the company administrator for all employees by default under Settings > Carry forward.
Set the number of days you would like to be brought forward into the following year.
By setting the maximum carry over to 5 like in the photo below, this means that if a user has 10 vacation days left at the end of the year and their company allows a maximum of 5 days to be carried forward, then 5 of those days will be carried over into the next year.
View carry-over in your calendar
Users can see how many days have been carried over by simply heading to ´My calendar´ and referring to the "Carried over" section in the left-hand column.
If you have any questions, don't hesitate to reach out to our support team or give us feedback on our roadmap. We're always happy to hear back from our users!
Related:
Creating and editing absence types
Compensatory time off
Public holidays
Updated on: 22/09/2023
Thank you!