How to Manage Carry Over Policies on Remofirst platform

Carry Over Management allows you to manage the policy for unused PTO days. This guide outlines how to navigate and configure company-wide and employee-specific carry-over policies, ensuring compliance with country-specific regulations.

Distinction between company-wide and employee-specific policies

• Company-Wide Policy: Applies to all employees unless overridden.
• Employee-Specific Policy: Allows for customization based on individual agreements.

How to update carry-over policy for an individual Employee

Follow the steps below to update carry-over policy for an Employee:

Step 1. Head to the People section and select the Employee
 

Step 2. Navigate to the the Time-off tab

 

Here's what you can do on this page:

1. Enable or Disable Carry Over:
   • Yes: Allows the employee to carry over unused PTO days.
   • No: Disables the carry-over option for this employee.
2. Set Carry Over Options:
   • Unlimited: The employee can carry over an unlimited number of unused PTO days.
   • Limited: You can specify a maximum number of PTO days the employee is allowed to carry over annually.
3. Specify Carry Over Limit (if "Limited" is selected):
   • Enter the maximum number of PTO days that the employee can carry over in a year.
   • A note will show if this differs from the company-wide policy for transparency.
4. Define Carry Over Expiry:
   • None: Carried-over days do not expire and can be used at any time in the future.
   • Set expiry: Specify an expiration period (e.g., days or months) for carried-over PTO days.
5. Reset to Company Policy:
   • This option allows you to reset the employee’s carry-over policy to match the default company-wide carry-over settings.
6. Save Changes:
   • After making adjustments, click the Save changes button to apply the new policy for the employee.

If the employee’s working country-level policy does not permit carry-over, you will not be able to enable or edit the carry-over policy for that individual employee. This ensures compliance with country-specific labor regulations.

How to update company-wide carry-over policy

Note: Company-wide carry-over policy can be updated only Company main contact.

 

Step 1. Navigate to the Profile -> Company settings

Step 2. Click on the Time off policy

Here's what you can do on this page regarding Vacation Carry-over policy:

1. Allow Carry Over - decide whether unused PTO days can be carried over to the next year.
   • Yes: Enables the carry-over option, allowing employees to use unused PTO days in the next year.
   • No: Disables carry-over, and unused PTO days will be forfeited at the end of the year.
2. Carryover options - configure the rules for carrying over unused PTO days.
   1. Unlimited: Employees can carry over all unused PTO days without restriction.
   2. Limited: You can specify a maximum number of PTO days employees can carry over annually.
      1. If Limited, enter the maximum number of carry-over days (e.g., 5 days).
3. Carryover expiry - determine whether carry-over days expire after a set period
   • None: Carried-over days never expire and can be used anytime in the future.
   • Set expiry: Specify a time frame for the expiry of carried-over days (e.g., days, months).
4. Save Changes:
   • After making adjustments, click the Request change button to apply the new policy for the employee