Settings
Carry Forward
Learn how to configure carry forward rules for unused leave, including limits, eligibility, and expiration policies.
What Is Carry Forward?
The Carry Forward feature allows administrators to define how unused leave balances are transferred into the next leave year.
It helps organizations:
- Control leave accumulation
- Enforce usage policies
- Align leave balances with company rules
Configuring Carry Forward
Navigate to: Settings → Leave Policies → Carry Forward
Define the rules for how unused leave is carried into the next cycle.
Carry Forward Limits
Administrators can define the maximum amount of unused leave that can be carried forward.
Allowances in Days
- Set the maximum number of days that can be carried forward
| Value | Behavior |
|---|---|
| 0 | No unused leave is carried forward |
| > 0 | Carry forward is limited to the specified number of days |
Allowances in Hours
- Set the maximum number of hours that can be carried forward
| Value | Behavior |
|---|---|
| 0 | No unused leave is carried forward |
| > 0 | Carry forward is limited to the specified number of hours |
Limit Behavior
- Only unused leave up to the configured limit is carried forward
- Any excess balance is forfeited at the end of the leave year
Leave balances exceeding the configured limit are automatically removed at the end of the leave cycle.
Eligibility
The Eligibility setting determines when employees become eligible to carry forward unused leave.
Options
| Option | Description |
|---|---|
| Year of Joining (Year 1) | Eligible from the first year of employment |
| Second Year | Eligible starting from the second year |
| Third Year | Eligible starting from the third year |
Eligibility is calculated based on the employee’s start date and the configured leave cycle.
Carry Forward Expiry
This setting controls whether carried forward leave expires.
Options
| Option | Behavior |
|---|---|
| Never | Carried forward leave does not expire |
| Always | Carried forward leave expires after a defined period |
Expiry Behavior
- Expiration rules apply only to carried forward leave
- Newly accrued leave is not affected
Saving Changes
- Configure carry forward limits, eligibility, and expiry rules.
- Click Save Changes.
Changes are applied based on the organization’s leave cycle and policy configuration.
Notes
- Carry forward rules apply organization-wide
- Calculations depend on:
- Leave balances
- Leave cycle configuration
- Access and configuration depend on administrator permissions