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Carryover Settings

For customers of our PTO module.

Built can help automate your organization's unique carryover policies.

To adjust carryover settings:

Only Company Admins and HR Admins can manage and configure PTO policies. Learn more about managing user roles and permissions.

  1. Click your company name at the top of the main navigation, then click Company Settings.
  2. Click the Paid Time Offtab.
  3. Click the name of the policy for which you want to configure carryover.
  4. Select yes, that the policy allows unused time to be carried over to the following year. Here, you can designate a specific number of hours that can be carried over to the next year. If your organization allows carryover by a percentage of the year-end balance, use the dropdown menu to select a percentage.
  5. Choose which account you want carry-over hours to be moved into. You can select the same policy you are working in or for the hours to be moved to a different policy. The policy must already be created to appear in this list.
  6. Select Add another step if your organization has a multi-step process for dealing with carryover.
  7. Click the Save button.
Requiring Carryover Hours to Be Used by a Specific Future Date

If you require that employees use carryover time by a specific date in the future, you can create a new custom policy to move those hours into.

(Example Scenario: Hours will expire at the end of Q1 of the upcoming year.)

  1. When viewing the Paid Time Off tab of the Settings page, create a new policy by clicking the Add PTO Policy button.
  2. Configure your policies by a specific name and give instructions for employees (e.g., "Vacation Carryover Q1").
  3. Set the account balance reset date to the date the hours will expire. For example, if your expiration date is by the end of Q1, you will set a custom date to April 1st, allowing employees to use any hours in this policy within Q1.
  4. Remember to assign the carryover policy to all employees who have the potential of carryover hours being moved to this policy.

 

Please contact our Customer Success Team for additional assistance.