We intentionally do not fully automatically transfer the overtime balance and remaining vacation to the next year. But you can do this easily with a few clicks and do not need to calculate it laboriously and enter it manually.
To do this, sign in to Timebutler as an admin, then click “Settings” at the bottom left, then “More..” below it. Now click “Transfer remaining vacation and overtime balance” on the right.
You can run the transfer as often as you like. For example, you can run the transfer of remaining vacation in November or December, and in any case again at the beginning of the year when vacation planning for the previous year is complete. At the beginning of the year, you should then transfer both remaining vacation and the overtime balance from the previous year into the current year.
Timebutler will automatically remind you of the transfers at the beginning of the year.
Transfer history
You can check at any time when the transfer of remaining vacation and/or overtime was last executed. To do this, sign in to Timebutler as an admin, click “Settings” at the bottom left, then “More..” below it. Now click “Transfer remaining vacation and overtime balance” on the right. Now click the “Show transfer history” button at the top right of the page.
Edit history
Timebutler also logs changes to vacation entitlement data and time balances (overtime, starting balance of the overtime credit) in the [Edit history of entitlement data(/vacation-planner/vacation-accounts/change-history-of-leave-entitlement/).
Screenshot of the selection for transferring remaining vacation
Screenshot of the transfer history
