How to Carry Over Unused Entitlement Days to The Next Year

    1 My Vacation Tracker does not "carry over" unused entitlement to the next year by itself. This is by design because different companies have different policies on the "carry-over" entitlement days. However, you can easily create a "specific" rule for next year's entitlement to include both the default entitlement days and the carry-over days.

    2 For example, if each staff has 12 vacation days for each year by default. John Doe only spent 8 vacation days of 2009. He has 4 days unused. However, he can only carry over 3 days to the next year's entitlement according to your company's HR policy.

    3 What you need to do first is set up the default entitlement for "vacation" as 12 days. Click the "Play" button to view the demonstration video for this step.

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    4 Then, you need to create a specific rule for John Doe's 2010 entitlement. Set his 2010 vacation entitlement as 12 + 3 = 15 days. Click the "Play" button to view the demonstration video for this step.

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