Process overview: End of year rollover

Joe Julian Updated by Joe Julian

This article is for the standard version of Advanced HR
If your company has amended or configured the system, some of the information in this documentation may not be relevant to you.
If you are unsure whether something in this documentation applies to your version of the system, please contact your system administrator for assistance.

This process will store leave totals from the ending year and calculate new values for the upcoming year.

Process flow

Key takeaways

  1. Reminders are sent to the HR inbox to remind of leave years coming to an end
  2. There are various configuration options for this process, including…
    1. Leave years
    2. Leave policies
    3. Maximum roll over amounts
    4. Negative balances

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