• No, the carryover amount is incorrect.
  • If the carryover amount is incorrect, enter the correct carryover amount setting, and then save the changes to the policy. Policy changes are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.”
• Yes, the carryover amount is correct. Move to question #2.

• No, the carryover date is incorrect.
  • If the carryover date is incorrect, enter the correct carryover date, and then save the changes to the policy. Policy changes are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.”
• Yes, the carryover date is correct. Move to question #3.

When a past time off request is approved or a past manual adjustment is made after a carryover loss event has happened, the carryover loss is not automatically recalculated. This means that the balance could be incorrect because the carryover loss needs to be recalculated.

Example: On December 31, an employee has three days of unused time off. They cannot carry over any days to the next year. So, on January 1, the system subtracts three days, making the balance 0. On January 2, the employee submits a past time off request for three days from December 2931, which gets approved. His balance now shows as -3 because it will not automatically recalculate itself once the carryover loss event has happened.

• Yes, there is a carryover loss event that is subtracting the incorrect amount.
  • If the system is subtracting the incorrect amount for a carryover event, you will need to refresh the policy for that employee. This help guide walks you through how to refresh the accrual history (including the carryover loss event) for one employee and for your employees in bulk: “Update Accruals for an Employee’s Time Off Policy.” We recommend that you try this with just one employee at first to make sure that the result is what you need. Keep in mind that when you refresh the accruals as of a past date, all accruals from that date forward will get overwritten based on the current policy settings.
• Yes, there is a carryover event, but it is subtracting the correct amount. Move to question #4.
• No, the carryover loss event did not occur. Move to question #4.

Please reach out to a support hero here with the following information: 

• The employee # of at least one employee experiencing this issue
• What that employee’s time off balance and/or accrual should be (if it’s currently showing incorrectly)
• A description of the problem you are seeing
• What you have tested so far