Before getting started
You can choose to transfer entitlements between accounts, either for a single user, in bulk, or for several employees.
Transfer entitlements from one account to another for a user
The individual Manual Adjustment module allows you to transfer days between accounts (carry forward entitlements to the end of a period, transfer entitlements to a Time Savings Account, etc.).
- Select the relevant employee (the drop-down list will display all of the company's employees)
- Select the source account (drop-down list)
-
Select the Transfer action. Use the drop-down lists to specify the number of days to be transferred, and their destination.
You can choose to transfer to another account, or to another employee. - Enter the Description of the operation (text field - we recommend you enter the reason for the operation here)
- The available overview informs you of the changes to the balances of this action.
- You can modify the entry date using the "Entered on" field (the default is the current date)
- Click on Save.
Transfer entitlements between accounts for a user group
At the end of the consumption period, the Collective manual adjustment module allows you to transfer entitlements between accounts.
- Select the population concerned. You can use the filters to refine your selection according to a specific department or leave entitlement profile, for example. On the right side of the screen, you will find the list of employees affected by the population selected. You can edit this selection using the checkboxes.
- Then select the action to be performed
- Select the source account (drop-down list)
- Select the Transfer action. Indicate the number of days to be transferred and the target account (where you want to transfer the days to from the source account). You can choose to transfer the entire balance of the source account, by selecting the "all" box.
- Enter the Description of the operation (text field - we recommend you enter the reason for the operation here)
- Before validating the current action, a preview is displayed, showing the impact of your actions on the balances of the selected population.
- You can modify the entry date using the "Entered on" field (the default is the current date)
- Click Save to validate the change.