Transfer absence days

Transfer days from one absence period to another

• How to make a transfer

• Activate absence transfer on a policy

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

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

How to make a transfer

To transfer absence days for your employee you need to

1. Navigate to the absence tab on the employees profile
2. Click the absence type you want to make the transfer on. This will bring up the balance details for the current period.
3. Navigate to the period you want to transfer from and click 'Transfer days'.
   
4. 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
   
   

Activate absence transfer on a policy

All Vacation policies have absence transfer activated  by default.

To access these settings:

1. Go to absence settings
2. Open up an absence type and click Edit on a policy
   
3. At the bottom you will have a switch for activating/inactivating transferring of days 
   

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, you need to set these settings first for your employee

• The employee must be assigned a policy that
  • "allows days to be transferred" and that the number of vacation days is limited (e.g., 25 days).
  • is applicable for the entire year from which days will be transferred, and that the date is set from 01.01 of that year.