Manually adjust carry over balance

Modified on Mon, 19 Dec, 2022 at 5:33 PM

As you might already know, you will not be able to edit or approve time off requests after the cycle ends. This is especially relevant now if you have created time off policies with cycles that end on the 31st of December. Therefore, I recommend that you follow the Kenjo End of Year Checklist.

However, we understand that unexpected changes could happen, and you might still want to edit a request from 2022 to reflect the carry over days accurately. That's why we added a new feature. Now you can manually adjust the carry over balance of your employees:

  • Go to Time off > Company > Employee's name

  • Click on the three dots in the employee's row corresponding to the policy balance you want to adjust. If you don't see the dots, scroll the bar to the right-hand side of the screen. 

  • Choose the option Adjust carryover and make the calculation for the correct remaining days.

  • You can leave a comment if needed.

  • If you have enabled DETAILS in the employee cards, you and the employees will be able to see their new balance updated with a warning note.

  • These changes will also be reflected in the time off history of the employee with the status CARRYOVER ADJUSTED

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