When the vacation spending year changes, remaining vacation days are forwarded for transfer.
Go to: Payroll admin > Employees > Adjust absence balance
This page will display a message with employees who have remaining vacation days not spent during the previous vacation year (the vacation year now closed):
Click on the blue link "here" to go to the page for transferring remaining vacation days:
The page will display a list of employees that have remaining vacation left for transfer:
According to your official company policy you may:
- transfer the remaining vacation days
- delete/reset the remaining vacation days
- edit the number of days transfered
If you transfer for example 5 days. The 5 days are added to the vacation balance in the new vacation year. Hence, 5 days + new days earned.
You can choose to transfer vacation days for each employee individually or transfer vacation days for a selected group of employees.
Transfer vacation days for each employee individually
Select the button "Adjust" next to the employee
Select "Transfer" to transfer the remaining vacation days according to your company policy.
(Be selecting "Reset" the pending remaining vacation days are deleted and will not be transferred to the employees vacation balance for the currrent vacation year )
When you have transferred or reset the employee's remaining vacation, the employee will be removed from the list, and the employee's vacation balance is updated for the current vacation year.
Transfer vacation days for a selected group of employees
Select a group of employees by checking the checkboxes next to each employee, The number of selected employees will be displayed in the reset/transfer buttons.
(Note: You can select all employees by checking the checkbox in the top right corner)
To transfer vacation days click the button "Transfer remaining vacation (x)"
(Note: if you want to delete the pending remaining vacation days for the selected employees, click the button "Reset remaining vacation (X)".
Select if you want to transfer the employees' current remaiming vacation balance or select a maximum number of vacation days that should be transferred for each employee.
If you choose to transfer a maximum amount of vacation days, each employee will only have their current remaining transferred at most.
If you select to transfer 5 vacation days for each employee, an employee that have a current remaining vacation balance of 2 vacation days, will only get transferred 2 vacation days to the employee's balance for the new current vacation year.
When you have transferred or reset the employees' remaining vacation, the employees will be removed from the list, and the employees' vacation balances are updated for the current vacation year.
See transferred vacation days
The transfeered vacation days are shown in the employee's log via the page:
Payroll admin > Employees > Adjust absence balance
Click "log" next to the employee:
Vacation left transfer dates most often used:
1th of January: Norway, USA, England, Poland.
1th of April: Finland, Sweden
1th of May: Denmark
Other dates for transfer may apply to your company. Check settings on the salary agreement page.