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
ValueBehavior
0No unused leave is carried forward
> 0Carry forward is limited to the specified number of days

Allowances in Hours

  • Set the maximum number of hours that can be carried forward
ValueBehavior
0No unused leave is carried forward
> 0Carry 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

OptionDescription
Year of Joining (Year 1)Eligible from the first year of employment
Second YearEligible starting from the second year
Third YearEligible 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

OptionBehavior
NeverCarried forward leave does not expire
AlwaysCarried 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

  1. Configure carry forward limits, eligibility, and expiry rules.
  2. 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