🚨 Before you transfer vacation balances into the new year, it is important to make sure everything is approved correctly across the system. Follow the steps below 👇🏼
Step 1 – Make sure all days are approved
You must ensure that all days in the schedule are approved for all departments for the entire previous year (for example: all of 2025).
If some days are not approved:
Go to Schedule → More → Confirm/Uncomfirm Days
Approve the missing days manually or with the tool
💬 If you do not have access to this tool, please contact Support and we can assist you.
Step 2 – Go to Vacation Balances
Once all days are approved:
Go to HR → Employees → Vacation Balances
Click Add Filter
Choose Date
Enter 01/01/2026 (the first day of the new year)
Step 3 – Select employees
Tick the checkbox in the top-left corner to select all employees
You can skip this step if you only want to transfer balances for specific employees.
Step 4 – Transfer vacation
Click Transfer
A pop-up will appear explaining that the system will transfer vacation, accumulated time off, and similar balances from the previous vacation year into the new year
Add a comment so it is clear for your company what the transfer relates to
Confirm the action
Your transfer is now completed ✔️All vacation/time-off balances have been carried over into the new year.
Important note
When you filter by 01/01/2026, you will not see the updated/current balances -This is normal! The "old" balances can only be viewed when selecting a date in the previous year (for example 31/12/2025)
However, this date cannot be used for the transfer itself — it is only for viewing👀
📸All pictures are taken from a demo and may therefore vary from customer to customer, country to country, and installation to installation. The most important thing is that you can see that the dates for the period shown correspond to the holiday year that has been created for you.
More questions? Get in touch with us on the chat 😊
🖥️ Web/PC: Click on the blue bubble at the bottom right corner.