Set allowances, bank holidays, and carryover
As we come towards the end of the calendar year, you may find yourself needing to manage some annual processes – setting up the next year’s paid leave allowances, bank holidays, and managing carryover. We’ve drawn up a quick plan to help you action this using WhosOff’s quick and easy tools.
- Next year allowances – to allow staff to book time off for next year, you will need to create their allowances. The Bulk Balance Administration page allows you to do this in a few quick steps, as outlined in the following help article: /support/knowledgebase/How-do-I-add-next-years-leave-allowance
- Public holidays – if your company does not work on National/Public Holidays, then you can easily import these into the system using our 'Import Public Holidays’ option. For guidance on how to add the free days please see the following article: /support/knowledgebase/How-do-I-stop-the-system-deducting-holiday-for-a-National-HolidayBank-Holiday-/
- Yearly carryover – after the holiday year has passed (i.e. from Jan 1st, if your holiday year starts in January), you can run WhosOff’s carryover tool to bring forward allowances from the previous year. For detailed instructions, please see: /support/knowledgebase/Yearly-Carry-Over
Please note: the remaining leave for 2022 can’t be used to book leave in 2023, but if you set up your staff members' standard 2023 allowance they can start to book from this amount – and when you run carryover later, this will ‘top up’ their balance, back to the correct value.
Need a little help?
If you need a helping hand, feel free to contact us and one of our support advisors will be more than happy to help.
Regards,
Support Team
Similar articles
30.SEP.2026
Most businesses don't set out to buy leave management software - they start with a spreadsheet, or a shared Outlook calendar, and it works fine for a while. Then the balances stop adding up, two people get approved for the same week, and nobody's sure which file is actually current. Here's an honest, feature-by-feature comparison of spreadsheets, Outlook calendars, and dedicated leave management software - including exactly where each one starts to fall apart.
22.SEP.2026
Who's in, who's off, and when are they back? It sounds like a simple question - until sickness, holiday clashes, and a spreadsheet nobody's updated since last week make it anything but. Here's a full UK guide to what absence management software actually does, how it differs from leave management, and the rules worth knowing before you build (or fix) your process.
07.SEP.2026
A spreadsheet is fine when there are five of you. It's less fine when requests are arriving by email, WhatsApp, and sticky note, and nobody's quite sure who's actually off next week. Here's a practical look at why leave admin hits small businesses harder than most, and how to know when it's time for something better than a shared spreadsheet.
24.AUG.2026
Leave management looks simple on paper - until three people request the same week off, your busiest month collides with a holiday rush, and someone resigns with ten days still owed. These situations aren't exceptions; they're what HR actually deals with every week. Here's a practical look at the most common leave scenarios, and how the right process (and the right software) stops each one from becoming a headache.