Transfer absence days

Transfer days from one absence period to another

To make transfers you need the system permission 'Absence management', which is included in the default 'System admin role'


How to make a transfer

To transfer absence days for your employee you need to

  1. Navigate to the "Absence module"
    1. Or through "People", choose the current employee and click "Absence"
  2. Navigate to the three dots to the right of the absence type and click on "Transfer Days."
  3. Choose which period you want to transfer to and how many days that should be transferred. Add a note if you like, this will be visible to the employee. Click Save. 

Watch these videos to learn how to make a transfer and to verify that your settings are correctly configured.



Activate absence transfer on a policy

All Vacation policies have absence transfer activated  by default.

To access these settings:

  1. Go to the "Absence module" 
  2. Click on "Settings" and open one absence type 
  3. Navigate to the three dots to the right of the policies and click "Edit"
  4. Activate "Allow days to be transferred" and click "Save" 

Rolling Time Period vs. Calendar Year for Self-Certified Sick Days

  • If you are sick on June 1st and 2nd, 2023, you will get these days renewed on June 1st and 2nd, 2024 (if you have chosen the rolling 12-month period)
  • With a fixed time period, you will receive 12 new days based on the set start date of the calendar year.

Why can´t I transfer absence days for my employees? 

If you want to transfer absence days, the employee must be enrolled in a policy that permits the transfer of days and has a defined limit on the number of vacation days available (for example, 25 days). Additionally, the employee must have participated in the policy for its entire duration.

See video here.