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Transfer absence days

Transfer days from one absence period to another



Table of Contents

 




How to make a transfer

Vacation days are not transferred automatically; this process must be completed manually.

To transfer absence days for your employee you need to

  1. Navigate to the "People module"
  2. Choose the current employee and click "Absence"
  3. Navigate to the "three dots" to the right of the absence type
  4. Click on "Transfer Days"
  5. 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.
  6. Click "Save"

  • When an employee is enrolled in a policy that uses a "Calendar Year" time period, their balance will reset at the beginning of each new year.

 


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







Allow days to be transferred

All Vacation policies have absence transfer activated  by default.

To access these settings:

  1. Go to the "Absence module" 
  2. Click on "Settings" and  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"
  5. 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.



Not able to transfer days for employee

  • 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).
  • The employee must have participated in the policy for its entire duration.
  • See video here.