Requests: Future Calendar Year Requests

Overview 

• The Future Calendar Year Requests setting allows employees to submit time-off requests for dates that fall in the next calendar year. Depending on the selected option, requests can be deducted from the current year's balance, the next year's balance, or employees can choose which balance to use.

Access Future Calendar Year Requests

1. Go to Time-Off.

2. Select Account Settings.

3. Click Time-Off Requests.

4. Scroll to the Future Calendar Year Requests section.

5. Select the desired option from the Allow Future Cal. Year Requests dropdown.

6. Click Save.

Available Options:

• No (default)

  • Employees are not able to submit time-off requests that fall into the next calendar year.

  • Example: If the current year is 2025, employees can only request time off until December 31, 2025.

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• Yes – User Chooses Which Year

  • Employees can submit requests in the next calendar year and choose whether the time-off should be deducted from:

    • The current year’s balance, or

    • The next year’s balance.

• • Example: An employee requesting time off in January 2026 could choose whether that time is taken from their 2025 or 2026 balance.

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• Yes – Force Deduct from Current Year

  • Employees may request time off in the next calendar year, but the system will automatically deduct the time from the current year’s balance.

  • Example: If the current year is 2025, a request in January 2026 will reduce the employee’s 2025 balance.

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• Yes – Force Deduct from Next Year

  • Employees may request time off in the next calendar year, but the system will automatically deduct the time from the next year’s balance.

  • Example: If the current year is 2025, a request in January 2026 will reduce the employee’s 2026 balance.

When to Use Each Option

• No (default): If your policy restricts time-off requests to the current calendar year only.
• User Chooses Which Year: If you allow flexibility and want employees to decide.
• Force Deduct from Current Year: If you require unused time to be used before it renews.
• Force Deduct from Next Year: If you prefer requests to always count toward the new year’s balance.