This article is a step-by-step guide for the Slack integration. For information on Microsoft Teams integration please visit our Microsoft Teams categories: https://vacationtracker.crisp.help/en/

Who Can Set Up Rollover Policy?

Only Administrators can set up the Rollover policy for their teams. The option can be found on the “Settings” page of the Vacation Tracker Dashboard, in the “General” tab.

Then, Administrators can easily configure a Rollover Policy through the “Settings” page, either during the sign up flow or later on, at any point in time.

Unlike certain other features, rollover policy needs to apply to an entire team or to the whole organization. It cannot be enabled exclusively for certain individuals, but not for others.

Rollover Policy Use Cases

Generally speaking, the rollover policy feature has three use cases:

The first case is when a company doesn’t allow transfer of remaining days off to the next year. In this instance, users of Vacation Tracker simply should not enable the “Rollover Days” option in the sign up flow. As previously mentioned, if this policy has to be changed later on, it would be possible and simple to do so.

The second use case is when a company allows for the transfer of all remaining days off to the next year. All of the PTO or vacation days, or any form of leave that an employee has accumulated, simply transfers and gets added on to the total allocated days for the new year. For example, let’s look at an employee who is entitled to 10 paid days off per year. If this employee has only used 5 of those days off, then the remaining 5 will be rolled over to the following year. This means that, in the new year, the employee could take up to 15 days of leave.

In the third and final use case for rollover policy, a company may allow for the transfer of a limited number of days to the next year. In this instance, the administrator can also set the limit of vacation days that can be transferred. Say that limit is 3 days. That will be the largest number of vacation days that will be transferred to the next year for each team member. Again, let’s take the example of the employee with 5 remaining days off. In the third use case, this employee loses 2 days of vacation time in the current year. Indeed, only 3 of his 5 days get rolled over to the current year.

Rollover Policy Expiry Dates

However, to avoid large accumulations of vacation days, employers can decide to set an expiry date for their rollover policy. Accumulation can lead to prolonged paid leaves, which could greatly disrupt operations and budgets.

Hence, with the rollover policy feature it is possible to put a restriction or an expiry date on the rolled over days. Actually, many companies opt to limit the use of rolled over days to the first few months of the New Year. If these days go unused by the expiry date, they disappear. Nonetheless, normal allocated days off for the current year remain usable for the employee.

Once again, expiry dates for rollover policy can be set up during the sign up flow, or ratified later on.

How Do I Set a Rollover Policy for My Team?

If you have additional questions about the rollover policy settings, contact us directly at hello@vacationtracker.io or start a chat with us via our website at any time.
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