{"id":1121,"date":"2026-11-02T17:01:41","date_gmt":"2026-11-02T15:01:41","guid":{"rendered":"https:\/\/attendico.com\/en\/?p=1121"},"modified":"2026-11-03T11:38:58","modified_gmt":"2026-11-03T09:38:58","slug":"annual-leave-allocation-carryover-and-remaining-days","status":"publish","type":"post","link":"https:\/\/attendico.com\/ba\/annual-leave-allocation-carryover-and-remaining-days\/","title":{"rendered":"Allocation, Carryover and Remaining Days"},"content":{"rendered":"<p class=\"wp-block-paragraph\">In this document, we will help you understand allocation, carryover and remaining days for annual leave in ATS Cloud, including vacation usage recorded in Planner. The Annual Leave panel tracks an employee&#8217;s entitlement for a selected year. It separates administrator-entered entitlements from usage calculated from Planner vacation records.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is this feature used for?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use this to define how many vacation days are available for a worker and inspect the remaining allowance. Vacation assignment in Planner and entitlement in the worker profile work together.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before you begin<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create and save the worker first; this panel is displayed on existing profiles.<\/li>\n\n\n\n<li>Ensure the intended leave year is selected.<\/li>\n\n\n\n<li>Review vacation entries in Planner if Used days appear unexpected.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Options and fields explained<\/h2>\n\n\n\n<dl>\n<dt><strong>Allocated<\/strong><\/dt>\n<dd>Annual leave entitlement entered for the chosen year.<\/dd>\n<dt><strong>Carried Over<\/strong><\/dt>\n<dd>Days brought forward into the chosen year.<\/dd>\n<dt><strong>Used<\/strong><\/dt>\n<dd>Calculated automatically from qualifying Planner vacation records.<\/dd>\n<dt><strong>Remaining<\/strong><\/dt>\n<dd>Calculated based on entitlement, carryover and use.<\/dd>\n<dt><strong>Leave Year<\/strong><\/dt>\n<dd>Determines which year&#8217;s allowance is being reviewed.<\/dd>\n<\/dl>\n\n\n\n<h2 class=\"wp-block-heading\">Step-by-step procedure<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open Workers and select an existing employee.<\/li>\n\n\n\n<li>Find the Annual Leave card.<\/li>\n\n\n\n<li>Choose Leave Year and allow the summary to load.<\/li>\n\n\n\n<li>Review Allocated, Carried Over, Used and Remaining.<\/li>\n\n\n\n<li>Enter the correct Allocated number of days.<\/li>\n\n\n\n<li>Enter Carried Over if applicable; the input supports half-day increments.<\/li>\n\n\n\n<li>Click Save Leave Balance.<\/li>\n\n\n\n<li>Reopen the selected year and review the calculated remaining amount.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What happens after saving?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Saved entitlements are stored for the selected employee and year. Used and Remaining are calculated values rather than fields edited directly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important notes and common mistakes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a vacation attempt warns about insufficient days, examine the stored entitlement and Planner history.<\/li>\n\n\n\n<li>Do not edit Used or Remaining as though they were manual entitlement fields.<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>In this document, we will help you understand allocation, carryover and remaining days for annual leave in ATS Cloud, including vacation usage recorded in Planner. The Annual Leave panel tracks an employee&#8217;s entitlement for a selected year. It separates administrator-entered entitlements from usage calculated from Planner vacation records. What is this feature used for? Use [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[64],"tags":[],"class_list":["post-1121","post","type-post","status-publish","format-standard","hentry","category-annual-leave"],"_links":{"self":[{"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/posts\/1121","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/comments?post=1121"}],"version-history":[{"count":2,"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/posts\/1121\/revisions"}],"predecessor-version":[{"id":50285,"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/posts\/1121\/revisions\/50285"}],"wp:attachment":[{"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/media?parent=1121"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/categories?post=1121"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/attendico.com\/ba\/wp-json\/wp\/v2\/tags?post=1121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}