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Configuring Carryover - Global - Advanced Entitlement mode

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:

  1. Go to Admin Panel > Global > Entitlements
  2. Click Edit on the entitlement pot (e.g., "Holiday")
  3. Select Edit for the specific entitlement element
  4. Scroll to Carry-over and expiry settings
  5. 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
  6. 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


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