You can set up Carry Over within a Work Profile, which automatically moves the remaining allowance from one Leave year to another.
How do I check Carry Over is enabled?
Carry Over is managed within your Work Profiles. To check you have it enabled, go to Leave > Admin & Config > Work Profiles.
If you have more than one Work Profile, you'll need to double check the settings in each one.
You will be able to see the Carry Over amounts in the table:
To make any changes to Carry Over, open a Work Profile and go to Leave Settings > Default Entitlement.
NOTE: Carried over allowance will show on the employees' allowance from the first day of the new Leave Year. This means employees will only be able to use their carried over amount once the new Leave Year has started.
Carry over only occurs once - at the turn of the Leave Year. If you configure a carry over amount after the Leave Year has changed, it will not retrospectively add the carry over to your employees allowances.
Carry Over can work with Leave, Sickness, Custom 1 and Custom 2 Allowances.
Go to Leave > Admin & Config > Work Profiles > select a Work Profile > Leave Settings > Default Entitlement.
There are various components of configuring carried over allowance.
For the below, let's use an allowance of 20 days, and a Max Carry Over of 5 to explain how it works.
Max Carry Over - If an employee has an unused allowance at the end of a leave year, you can define the maximum allowance they can carry over into their new leave year.
If an employee has 6 unused days at the end of the year, they will carry over 5.
Carry Over Expiry - If an employee carries over unused leave into the new leave year, an expiration date can be defined on the leave carried over.
If you set the expiry for 3 months, an employee has carried over 5 days. At the end of March, they have taken 3 days of leave, the remaining 2 will expire and they will be unable to use it.
Include TOIL in annual carry over - TOIL can be included in the carried over leave.
An employee has 4 days remaining leave, and has earned 1 day of TOIL, if switched on, they will be able to carry over both, as the max carry over is 5.
Carry Over will show in the Allowances table.
If you have Carry Over expiry enabled, your Allowances table will look slightly different. Carry Over expiry is detailed below the field. If Carry Over Expires a new row below will detail the amount Expired. Please see the following for an example:
