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How do I set up carry-over leaves? ​

Carry-over allows employees to transfer unused leave from one year to the next.

Steps ​

  1. Go to Settings → Policies

    • Select the policy you want to configure
    • Click View to open policy details

  2. Edit the leave type

    • Find the leave type you want to set up carry-over for
    • Click Edit next to the leave type

  3. Enable carry-over

    • Find the Carry-over section
    • Toggle Enable Carry-over to ON

  4. Set carry-over rules

    • Maximum carry-over days: Limit on how many days can be carried over
      • Example: Up to 5 days can be carried over
    • Expiry period: When carried-over leave expires
      • Example: Must be used within 3 months of new year
    • Use before new leave: Require using old leave before new allowance

  5. Configure carry-over timing

    • Automatic: Carry-over happens automatically at year end
    • Manual review: Requires approval before carry-over

  6. Set expiry rules (optional)

    • Expiry date: When carried-over leave expires
    • Forfeit unused: What happens to expired leave

  7. Save changes

    • Click Save to apply carry-over settings

Common carry-over scenarios ​

Unlimited carry-over ​

  • All unused days carry over
  • No expiry date
  • Use anytime

Limited carry-over ​

  • Up to 5 days can carry over
  • Must be used within 6 months
  • Remaining days are forfeited

No carry-over ​

  • All unused days are forfeited
  • Fresh allowance each year
  • Encourages annual usage

Tips ​

  • Set reasonable limits to prevent excessive accumulation
  • Consider expiry periods to encourage timely usage
  • Communicate carry-over rules clearly to employees
  • Review carry-over usage annually