Rollover allows for an existing balance to carry over into the new year.
Example
Let's use John Doe who has a hire date of January 23,2024.
He has a time-off policy that gives him 10 days of vacation time after working 6 months.
If John used up all of his vacation, by the start of the next year, he would regain a balance of 10 days.
If John didn't use up all of his vacation, his balance would still be 10 days.
Note: If rollover is not enabled, at the start of each year your balance will be whatever value is set for that time-off type according to your policy.
Lets turn on rollover.
If John used up all of his vacation, by the start of the next year, he would regain a balance of 10 days.
If John only used up 5 days of vacation, his balance at the start of the new year would be the 10 days for the new year + the 5 days for the previous year, leaving him with 15 days.
Note: If rollover is enabled, then at the start of each year your balance is the value set for the time-off type according to your policy + the left-over balance from the previous year.
Rollover Start Date
The rollover start date allows you to select the year in which the system will start calculating for rollover. For example, if I select the rollover start date to be January 1st, 2026. John's balance will keep resetting to 10, until January 1st,2027 when his new balance will be 20 assuming he used no vacation days in 2026. If I select the rollover start date to be December 31st, 2025 instead, John's balance for January 1st, 2026 would be 20 assuming he used no vacation days in 2025.
Setting up Rollover
To enable the rollover setting, you first need to go to the settings module. From there, click the 'view timeoff types' button.
On that page you can view a summary of all existing time-off type settings. Click on the time-off type row for the type that you wish to edit.
Enable the switch on the right of the question 'Does this type rollover?'. As well as pick an rollover start date if there is one. You can leave the start date blank if there is none.
Finally, click the update button at the bottom of the screen to save your changes.