Audience: System administrators with 'System Admin' role permissions.
Overview:
This guide explains how to set up manual and automatic carry-over for entitlements, including expiry rules and restrictions.
How Carry-Over Works:
- Manual Carry-Over: Allows admins and/or users to transfer unused days to another entitlement (e.g., moving remaining holiday days to next year)
- Automatic Carry-Over: System transfers unused days automatically during rollover (e.g., on 1st January)
- Expiry Rules: Define if carried-over days lapse after a specific date
Why Use It?
Ensure employees retain unused leave days according to company policy, while avoiding manual calculations.
How to Set Up Carry-Over:
- Go to Admin Panel > Global > Entitlements
- Click Edit on the entitlement pot (e.g., "Holiday")
- Select Edit for the specific entitlement element
- Scroll to Carry-over and expiry settings
- Configure options:
- Manual Carry-Over: Tick Allow manual carry-over to and select target entitlements
- Automatic Carry-Over: Set Automatically carry over to and choose the destination entitlement
- Max Days: Enter Maximum carry-over amount (days) (e.g., "5.00" to cap transfers)
- Expiry: Change "Never" to "Specific date" and select a day/month if needed
- Click Save and update
Note: Automatic carry-over skips users with Pending absences in the outgoing year.
Additional Information:
- Permissions Required: Entitlement Setup (Global level)
- Tips:
- Use Template-level settings to override Global rules for specific teams/locations
- Test changes in a sandbox environment before applying globally
- Use the search function within the platform to quickly find features or settings
- Reminders:
- Changes at the Template and User level override Global settings
- Automatic carry-over ignores users with Pending absences - check records before rollover