You can set up Carry Over within a Work Profile, which automatically moves 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 > Work Profiles.
If you have more than one work Profile, you'll need to double check the settings in each one.
Open a Work Profile and go to Leave Settings > Default Entitlement.
If Carry Over is enabled, there will be numbers in the Max Carry Over boxes. If this is set to 0, your employees will not carry any unused allowance into next year.
Add how much unused allowance should be carried over by inputting the correct number and then clicking Save Changes.
Carry Over can work with Leave, Sickness, Custom 1 and Custom 2 Allowances.
Go to Leave Admin > 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 Max Carry Over of 5 to explain how it works.
Max Carry Over - If an employee has 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 an expiry for 3 months, an employee has carried over 5 days. At the end of March, they have taken 3 days 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: