New Holiday Year

Preparing for the end of the Holiday Year:

• Go to Reports -> Reports -> run a Holiday Entitlement report for all employees at the end of the year and Export to a CSV file:

• Remove all Carried Over fields a few days before the new year if you don't want these to carry over into the next year:

• Cross reference the saved report from the last year to the Holiday Entitlement report ran at the start of the new holiday year to see if there are any issues:

• Book Bank Holidays for the next year (for more information, please see the article: Book Holidays in Bulk - Bank Holiday and Shutdowns, Sick or Absence – Chronicle Computing (zendesk.com)):

When the new Holiday Year starts:

• Entitlement field will stay the same
• Any not-taken holiday (Remaining field) will be added to the Carried Over field
• Remaining is a calculated field (Entitlement + Carried Over - Taken)
• Taken is calculated based on next year's holidays

Any questions, please contact the support team for further assistance.