Vacation Carryover Request

State:
Multi-State
Control #:
US-244EM
Format:
Word; 
Rich Text
Instant download

Overview of this form

The Vacation Carryover Request form is used by employees who wish to request the carryover of vacation time exceeding five days. This form is essential for obtaining necessary approvals from supervisors and Human Resources when vacation time cannot be used due to company needs. Distinct from other leave request forms, this document specifically addresses the carryover of vacation days allowed under company policies.

Main sections of this form

  • Employee details: Name, date, Social Security number, and department.
  • Request for additional carryover hours: Amount exceeding the automatic five days.
  • Reason for request: A section for the employee to detail why the carryover is needed.
  • Approval sections: Signature blocks for the supervisor and Human Resources representative.
  • Submission deadline: Reminder for submission to Human Resources by January 5.

Situations where this form applies

This form should be used when an employee’s vacation days exceed the automatic allowance of five days and when those days cannot be used due to specific company requirements. Employees typically encounter situations such as staffing shortages, project deadlines, or temporary work assignments that may hinder their vacation usage.

Who needs this form

  • Employees who have accrued more than five unused vacation days.
  • Staff members whose ability to take vacation is limited due to the needs of the company.
  • Employees looking to plan their vacations but facing constraints on available time off.

How to complete this form

  • Enter your name, date, Social Security number, and department in the appropriate fields.
  • Specify the number of hours you are requesting for carryover, excluding the automatic five days.
  • Provide a detailed reason for your vacation carryover request in the designated section.
  • Obtain approval by having your supervisor and a Human Resources representative sign and date the form.
  • Submit the completed form to the Human Resources department by January 5.

Does this document require notarization?

In most cases, this form does not require notarization. However, some jurisdictions or signing circumstances might. US Legal Forms offers online notarization powered by Notarize, accessible 24/7 for a quick, remote process.

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Common mistakes

  • Failing to provide an adequate reason for the carryover request.
  • Not obtaining the necessary approvals before submission.
  • Submitting the form after the January 5 deadline.

Benefits of using this form online

  • Convenient access to the form for instant downloading.
  • Editable fields allow for easy completion and customization.
  • Reliability and accuracy, as forms are created by licensed attorneys.

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FAQ

An employee's vacation will roll over year to year, but once he or she reaches 17.5 days, no more vacation will accrue until the vacation bank falls below that amount.

24 statesAlaska, Arizona, California, Colorado, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Nebraska, New Hampshire, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island (after one year of employment), Tennessee, West Virginia, and Wyomingand the

In general, yes, employers may require the use of vacation/paid time off (PTO) and restrict its use.For consistency, employers should have policies regarding the use of PTO. Many employers have peak operating times when an employee's absence would cause a hardship.

Some employers find it easier to combine the employees' vacation, sick and personal leave, and call it PTO.An employer must allow accrued, unused, paid sick leave to be carried over to the next year (but a cap on carryover hours of no less than 48 hours or six days is permitted).

Can I deny vacation requests even when an employee has accrued vacation? Yes. California employers are not required to provide paid vacation or paid-time-off (PTO) under California law, but if they choose to do so there are rules that must be followed.

As part of an incentive plan, employers may allow their staff to carry over any unused vacation days from one calendar year into the next, to be used at a later date. The amount of time that can be carried over will vary greatly from one employer to the nextaccording to each individual company's policy.

If an employer does not have a written policy that limits pay for accrued, unused vacation to a departing employee, the employee is entitled to the cash value of whatever earned, unused vacation is left. The employer is not required to make these payments if the employer has both: Established a written policy.

According to California law, PTO and vacation are wages that have been earned by, but not yet paid to, the employee. Once you earn vacation or PTO, it cannot be taken away. This means "use it or lose it" policies, in which employees must use vacation by a certain date or forfeit it, are illegal in California.

To take PTO requires two days of notice to the supervisor and Human Resources unless the PTO is used for legitimate, unexpected illness or emergencies. (Use the Paid Time Off form to request PTO.) In all instances, PTO must be approved by the employee's supervisor in advance.

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Vacation Carryover Request