The hours that vanish on 31 December

Of the 21,880 hours on the books, 2,400 sit above the carryover cap and expire on 31 December, worth 126,715.00 at liability rates. Thirty-seven people hold them, mostly senior. In July this is a plan; in December it is an apology.

RulePrice the expiring hours now: balance above the carryover cap, times the same rates the liability uses, by department, with the workers named to their managers.

Neverlet use-it-or-lose-it arrive as a December surprise. By then the only options are a crowded calendar or a broken promise.

In July this is a plan with six months of calendar. In December it is an apology.

◆ The hours above the capwhat expires on 31 December if nothing changes.

Department	Expiring hours	Rate	Value at risk
Sales	1,150	52.00	59,800.00
Technology Delivery	890	58.50	52,065.00
Support	360	41.25	14,850.00
All departments	2,400		126,715.00

These are the same rates the liability report prices with, applied to the 2,400 of its 21,880 hours that sit above the carryover cap. The 126,715.00 resolves one of two ways by January: taken as time, or written off as a broken benefit. Sample values are illustrative, never client data.

◆ The people behind the hours37 workers, most of them the ones you least want annoyed.

Department	Workers above cap
Sales	16
Technology Delivery	13
Support	8
Workers with expiring hours	37

High balances cluster in senior, long-tenured people, the same population the succession bench draws from. Letting their earned time expire is a retention decision made by default. The roll-forward already showed accrual outrunning usage; this is where that drift lands.

◆ The owned answerthe cap as data, the forecast as a query.

Carryover caps live on the plan dimension, balances on the daily fact. Hours above cap is one comparison, run monthly from June, so the December cliff becomes a July conversation with six months of calendar to spend it in.

The daily balance fact, the plan dimension carrying the caps, and the rate dimension are all on the absence star; this forecast is a monthly comparison across them, nothing exotic.

Use case

Problem

Use-it-or-lose-it surfaces in December: managers discover expiring balances too late, calendars jam, and senior people quietly lose earned time.

What we build

A monthly above-cap comparison from the daily balance fact and the plan dimension, priced at liability rates, with the affected workers listed per manager.

What you get

The cliff moved to July: 2,400 hours and 126,715.00 of value at risk named early, spread over six months of calendar instead of one crowded December.

How many hours will your people lose in December?

We build the monthly above-cap forecast that makes expiry a planning problem.

Talk to us

Terms on this page

carryover cap: The maximum balance that survives the year end.
use it or lose it: Hours above the cap expire; the policy this page prices.
value at risk: Expiring hours times the liability rate.
expiry cliff: The December pile-up this report exists to prevent.
above-cap worker: Someone whose balance already exceeds what can carry over.