Leave Balance Rollover and CSV Import

WebWork is adding two controls for managing annual leave balances: a year-end rollover option and a CSV import for setting current balances in bulk. Administrators can decide whether unused leave carries into the next year or resets, and can bring existing balances into WebWork from a spreadsheet with a guided review before anything is saved. Both are aimed at owners and managers who maintain leave policies across a team.

Year-End Rollover

• Optional carry-over – turn rollover on to move a member’s unused balance into the next year, or leave it off so the balance resets at year end.
• Per-policy or workspace-wide – the rollover control follows your leave duration setting, applying per policy when “Separate duration for each” is selected, or across the whole workspace when “One duration for all” is selected.

CSV Balance Import

• Replace or add – choose to overwrite each member’s current balance with the imported value, or add the imported amount to what already exists.
• Pre-import analysis – the system reviews the uploaded file and displays the exact changes it will make before applying anything.
• Issue detection – if the file has errors or mismatches, they are shown clearly so they can be corrected first.
• Confirm to apply – balances update only after the detected issues are resolved and the previewed changes are confirmed.