Add accumulated vacation from the previous year 🌴➕📅

Learn how to move unused vacation from last year to the current year using a manual transaction in Rules → Transactions.

1) Go to Rules → Transactions ⚙️

1. In the left-hand menu, open Rules.
2. Open Transactions.

You will see the history of movements (vacation, worked hours, contract hours, etc.).

2) Create the manual transaction ➕

1. Click the + button (top right).
2. In Employee, search for and select the person.
3. For multiple employees, click Add and repeat the selection.

3) Fill in the fields ✍️

• Account: select Vacation to be enjoyed.
• Available from date: set January 1 of the current year (e.g. 01/01).
• Value: enter the days to add (e.g. 2, 3, etc.). You can use decimals if your policy allows it (e.g. 0.5).
• Notes: add context. Recommended example: "Unused accumulated vacation from 2014" (adjust the year as needed).

4) Save and verify 💾✅

1. Click Save: the transaction is recorded and the balance of Vacation to be enjoyed is updated instantly.
2. Check the employee's vacation balance: it should reflect the vacation they are entitled to for this year + the additional days you added (e.g. +4 or +6).

If you selected multiple employees, one transaction is created per employee.

Tips and notes 💡

• Internal policy: check that your policy allows vacation to be carried over from one year to the next and for how long.
• Traceability: use Notes to clearly state the origin of the days (period/semester).
• Quick review: after saving, go to the employee's vacation summary to confirm the increase.

Quick example 🧪

• Account: Vacation to be enjoyed
• Available from date: 01/01 (current year)
• Value: 3 (days)
• Notes: "Unused accumulated vacation from 2014"
• Result: current year balance + 3 additional days.

Updated on: 23/04/2026