Carry Over, Pay Out, or Balance Overtime at Year-End

At the end of the year, many companies face the task of correctly continuing existing overtime accounts. With the new feature for transferring annual working time accounts, WILSON supports you in handling this process efficiently, transparently, and in a fully traceable way – even when managing a large number of employees.

Central Access via Working Times

Processing is handled in bulk via the working times page under Payroll > Working Times. There, you first select the users for whom overtime should be carried over, paid out, or balanced at year-end. The feature is deliberately designed to allow you to process multiple employees at the same time, without having to create each booking individually.

Transferring Overtime – Clear and Traceable

After selecting the users, you open the editing area via the “Transfer overtime” action. This opens a tabular overview where you define the effective date of the booking – typically the last day of the past year. In addition, you specify to which accounts the carryover, payout, or balance adjustment should be booked. This clear assignment ensures that it remains fully traceable within the application how and where overtime has been processed.

Quick Actions for Standard Scenarios

For typical use cases, practical bulk actions are available. With a single click, you can:

carry over all existing overtime into the new year,
pay out all overtime, or
balance negative working time accounts.

Especially when working with large numbers of employees, this saves considerable time and reduces the risk of input errors.

Individual Control When Needed

In addition to bulk actions, overtime can also be controlled individually. You can define a specific number of hours to be carried over per employee – for example, if a company-wide flat rule applies. This setting can also be applied in bulk and then saved.

Clean Completion with One Click

Once all settings have been made, you complete the process by selecting “Save”. The carryovers, payouts, or balance adjustments are then booked accordingly and are clearly documented in WILSON.