When your calendar year renews, you must choose how your Time-Off Types reset. You have the following options:

**Reset to Full Allowance**

The balance will be reset to the full yearly allowance. This option is used when you give your **balance upfront**.

**Example:** An employee starts the year with 80 hours and takes 20 hours. Upon renewal, they will lose the 60 hours they haven’t taken and reset to their full allowance of 80 hours.

**Reset to Empty Allowance**

The balance will reset to empty. This option is used when** time accrues**.

**Example**: An employee accrues 80 hours in a year but only uses 20 hours. Upon renewal, they will lose the remaining 60 hours and start accruing again from a 0 balance.

**Reset to Full Allowance + Transfer**

The balance will be reset to the full allowance and unused balance is transferred to the Time-Off Type of your choice.

**Example: **An employee receives 80 hours a year and only uses 20 hours. Upon renewal, the remaining 60 hours will be transferred to the Time-Off Type of your choice and the balance will start again at 80 hours.

**Reset to Empty Allowance + Transfer**

The balance will be reset to empty and unused balance is transferred to the Time-Off Type of your choice. This option is used when **time accrues**.

**Example: **An employee receives 80 hours a year and only uses 20 hours. Upon renewal, the remaining 60 hours will be transferred to the Time-Off Type of your choice and the balance will start again at 0.

**Reset to Partial + Transfer**

The balance will be reset to a percentage of the allowance and unused balance is transferred to your choice of Time-Off Type.

**Example:** An employee receives 80 hours a year and only uses 20 hours. Upon renewal, 60 hours will be transferred in full to the Time-Off Type of your choice and the balance will reset to a certain percentage. If the percentage is set to 50% they will start with 40 hours.

**Carry-Over All**

All unused balance will be carried over in full. Most often used when **time accrues** and you don’t want to give your full allowance upfront on top of the carry-over.

**Example: **An employee receives 80 hours a year and only uses 20 hours. Upon renewal, they will start accruing again at 0 plus the remaining 60 hours will be carried over.

**Carry-Over All + Full Allowance**

All unused balance will be carried over in full plus the full allowance will reset. Most often used when you give your **balance upfront **and want to give your full allowance plus carry-over.

**Example: **An employee receives 80 hours and only uses 20 hours. Upon renewal, 60 hours will carry-over plus they will receive their full 80-hour allowance.

**Carry-Over Limit**

Set a limit of how many hours will be carried over. Most often used when **time accrues **and you don’t want to give a full allowance upfront on top of the carry-over.

**Example: **An employee receives 80 hours and only uses 20 hours. Your carry-over limit is 40 hours. Upon renewal, although they have 60 hours remaining, the limit of 40 hours will carry-over.

**Carry-Over Limit + Full Allowance**

Carry-over with a limit plus add full allowance. Most often used when you give your **balance upfront **and want to give your full allowance plus carry-over.

**Example: **An employee has 80 hours per year and only uses 20. Your carry-over limit is 40 hours. Upon renewal, although they have 60 hours remaining, the limit of 40 hours will carry-over, plus they will get their full allowance of 80 hours.

**Reset to Partial Allowance**

Balance will reset to a percentage of their allowance. We recommend using this option with an **accrual**. Most often used when you want to give **a percentage of the balance upfront **and **also accrue time**.

**Example: **Employees accrue an allowance of 80 hours a year. You’ve set an Allowance Percentage of 50%. Upon renewal, employees will start the year with 40 hours (50% of their allowance) and accrue the rest of their time according to the accrual rules you set.

**Carry-Over Ratio**

Set a limit to the amount of time an employee can carry over by multiplying their allowance by the ratio you set.

**Example:** An employee has a yearly allowance of 80 hours, but can have up to a maximum of 120 hours with carry-over, the ratio would be 1.5.

**Rolling 12 Months**

On the anniversary of each time-off request, that time will be added back to an employee’s balance. Only for Time-Off Types that **do **__not__** accrue**.

**Example: **An employee takes 8 hours off on December 1, 2019. On December 1, 2020, they will get 8 hours added back to their balance.