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
on Thursday, 24th November 2022
Similar articles
10.APR.2025
As a business owner, HR manager, or professional responsible for managing a team, one of the key tasks you will face is understanding and planning for the number of working days in a year and working weeks in a year. Using an online leave management tool such as WhosOff can relieve some of this burden.
01.APR.2025
As the new financial year begins, businesses are gearing up to streamline operations, optimize resources, and ensure smooth workflows. One critical aspect of this preparation is managing staff leave effectively, here's where WhosOff can help.
28.JAN.2025
As a fundamental part of any business running smoothly, the management and tracking of staff leave is often a task that can be overlooked but can have a major impact on operations when things go wrong.
16.OCT.2024
Learn how our customers have accelerated their internal business processes by integrating with the WhosOff API to manage their staff leave and absence tasks.
