End-of-Year Guide: How to Manage Vacation Carry Over Efficiently

At TimeOff.Management, the Carry Over feature streamlines how unused PTO/allowance is managed at year‑end.

Highlights:

• Company‑wide carry over policies (e.g., allow up to 3 days to transfer)
• Employee‑level overrides for case‑by‑case handling
• Real‑time visibility after carry over in current and next year

Carry Over page is located in the main menu.

Company policy

If there is a company‑wide policy (e.g., allow up to 3 days), configure it in Settings. Then, for each employee, carry over unused days based on the policy.

Employee‑level handling

Often carry over needs case‑by‑case control:

1. Select the years between which to perform carry over
2. Select the department
3. For each employee, review available carry over and the policy. Override Days to Carry Over if needed and press Carry Over.

What changes after carry over

1. Carry Over page: a green tick appears and comments indicate days transferred.

2. Current year: an Allowance/PTO adjustment is added reflecting days moved to next year.

3. Next year: the Allowance/PTO breakdown shows a “Carried Over” line.

Handling last‑minute changes after carry over

If a late‑December booking is needed after you already carried over all unused PTO:

• Current year: add an Allowance adjustment for the needed day(s) so the employee can book.

• Next year: add a matching negative adjustment to reduce next year’s balance accordingly.