Recalculate close and carry

If you complete close and carry before the year ends, you must Recalculate Close and Carry once the new year starts. This will ensure that any requests made after the year closed are taken into account and the correct number of days are carried over.

Recalculate close and carry A video demonstrating how to recalculate close and carry.

1. In HR, select an employee group.

   You can create a new group using Query Builder, Reports and Analysis > Organisation Explorer, or by selecting the individual employees in HR > All Employees, selecting [Filter Selected], then Save Group.

2. From Action > Group Actions, select Recalculate Close and Carry.

3. If you have any employees who do not have an entitlement profile, select a Carry Option.

   1. For Carry Max, enter Max Carry in days, and hours and mins.

   

4. To view a list of the employees the changes will apply to, select Preview.

   We recommend exporting this list to save for future reference.

5. Select Tick to indicate that you are ready to perform the update, then select Recalculate Carry.

   IRIS Cascade will display a list of the employees affected and the changes made.

The new values replace the previous entitlement.