How do I set or update an Employee's Rollover amount in a Leave Type

When first setting up Time Off Cloud you may need to set the rollover or carryover amount in a Leave Type for your employees. This can be done in Employee Accrual Balances in the Admin Dashboard.

 

1) Open the Employee list by selecting the "Admin -> Employees" menu item.

 

2) Click the "More" button and select "Accrual Balances" on the appropriate employee.

 

3) Click the "Settings" button on the appropriate Leave Type. You will see a screen like this...

 

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You can set the Rollover From Previous Year amount here. This value will be updated whenever the Accrual Year Close process is run.