This guide explains how to:
Setting a user's leave year
When you add a new user individually, you’ll enter the month their leave year starts, like this:
If you’re uploading users in bulk, their leave year start date is based on the most common leave year date for your organisation, and then you can change it after the upload (see below 'changing a user's leave year).
Changing an employee's leave year
Proceed with caution: A user's leave year end is the base date for all calculations in Timetastic, to change it we need a clean slate i.e. we have to delete all time off booked for that employee in Timetastic. There’s no way around this sorry, so we strongly suggest you take a backup of your data before you proceed.
For a single employee
To change the leave year for a specific employee, head to your USERS page.
From here, you can click the employee you'd like to edit.
Under the Allowance tab, click the 'Change leave year link' option.
Select the new leave year start date from the drop down then click 'Change leave year'.
With this being such a big change, Timetastic asks for confirmation that you want to go ahead. Click 'Yes, definitely' to complete the update.
Updating in bulk
To change the leave year for multiple employees, tick the boxes on the left hand side or the very top box to select everyone.
An 'Options' menu will appear at the top of the page, select 'Change leave year' from the drop down.
Select the new leave year start date from the drop down then click 'Change leave year'.
With this being a big change, Timetastic asks for confirmation that you want to go ahead. Click 'Yes, definitely' to complete the process.