How to add carry over data on Remote

Carryover is unused leave carried forward from a previous year. You can add carryover on Remote for one employee or upload it for multiple employees. Carryover is used first when the employee books time off, and you can set an expiration date for any unused carryover. Employees see their carryover in their time off balance.

You can add carryover for direct employees, Global Payroll employees, and employees supported through a professional employer organization (PEO). Remote manages carryover for employer of record (EOR) employees, so you cannot change it. Companies with only EOR employees do not see Adjust balance or the carryover uploader.

You need Edit access to Time off requests under Time & attendance. Company Admins and Owners have this access by default. For a custom role, Time off requests must be set to Edit. View access is not enough.

1. Go to Time off > Time off requests.
2. Select Add time off > Adjust balance.

3. Select the employee.
4. Enter the amount in Days. If needed, add Hours, from zero to seven, based on an eight-hour day.
5. Set the Start date, which defaults to today. Add an Expiration date if the unused carryover should expire.
6. Add Notes if needed.
7. Click Adjust balance.

This form adds carryover only. It does not accept negative amounts.

1. Go to Time off > Time off requests > Add time off > Upload file > Upload carryover. You can also open the carryover uploader through Power Search.

2. Choose the template's unit, minutes, hours, or days, and download the template.
3. Fill in the template with the required information listed below. Use YYYY-MM-DD for dates.
4. Upload the completed file in CSV, XLS, or XLSX format. The maximum file size is five megabytes (MB).
5. Follow the Upload, Map fields, Review, and Confirm steps to complete the upload.

Include these required columns:

• Employee identifier: email, employment slug, or employment ID.
• Start date.
• Type: must be carryover.
• Leave type.
• Total amount.
• Unit.

To find past uploads, go to Add time off > View upload history.

You cannot view or remove individual carryover records through these workflows. If you entered an incorrect amount or need carryover corrected or removed, contact Remote support.