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Time Off Rollover

Contracts are used to manage allowances for time off roles in the system. Only time off roles can be added to contracts. They control yearly allowances for these time off roles. When adjustments need to be made (additions only), the time off rollover

Go to Setup > Staff Setup > Time Off Rollover

Filter for the provider under Staff. If there are numerous time off roles filter for the role under Request Types.

Choose the year being adjusted.

Click on Refresh.

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Add the number of days being adjusted under Adjustment Days. Negative numbers will not work, only positive numbers will work.

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Click on SAVE CHANGES.

The number of adjusted days will stay in the column.

This takes approximately 5-10 minutes to update. Do not adjust.

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Once the table refreshes the Current Year Balance will reflect the adjusted days.

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