How do I fix carryovers in the current cycle?

What to do if the carryovers in the current cycle are incorrect due to policy settings or alignment with payroll data:

  1. Go to the policy setting and make sure the carryover settings are correct (amount/expiration): Screen_Shot_2022-01-02_at_17.09.02.png
  2. Go to the Balance summary report and export the ‘balance as of cycle end’ to match with the import file: Screen_Shot_2022-01-02_at_17.07.57.png
  3. Go to Time - Import and upload the carryover balances via the ‘Update carryover’ portal. Screen_Shot_2022-01-02_at_17.08.43.png