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TrackIt Ideas

Idea and discussion portal for the TrackIt product line. Users may submit, view and vote on ideas submitted by all users.

Status Future consideration
Categories TrackIt Payroll
Created by Peter McDaniel
Created on Dec 17, 2018

Easily Move leftover vacation days to roll over for next year

Be able to easily move any leftover vacation days to a different PTO category such as Roll Over Days for the following year. Right now, all leftover days have to be manually entered into another category we set up for Roll Over Days. Would also like an option to only allow those days to be scheduled up until a certain date. 

Possible Solution:

TrackIt already calculates "Vacation (Left)".  In this case the customer has created a Time Off Category of: "Carryover Vacation Days".  So this would be a solution that automates copying the "Vacation (Left)" from 2018 to the "Carryover Vacation Hours" time off category for each employee.

The solutions would look like the following:

  1. Click a button: "Copy Remaining Vacation"
  2. Select source year
  3. Select destination year
  4. Select destination "Time Off Category"
  5. Specify Maximum carryover hours  (Will only copy up to the maximum carryover allowed... leave empty if no limit is enforced)
  6. click "Copy" button

Result:  The remaining vacation hours from the source year will be copied to the destination "Time Off Category" of the destination Year.

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