Audience: System administrators with 'System Admin' role permissions.
Overview:
Configure manual and automatic carry-over rules to transfer unused leave entitlements between years.
How Carry-Over and Expiry Works:
- Automatic Carry-Over: Transfers unused days automatically on the user's calendar year start date (e.g., 1st January)
- Manual Carry-Over: Allows approved manual transfers between entitlement types
- Expiry: Controls when carried-over days lapse (either Never or on a Specific Date)
How to Set Up Carry-Over and Expiry:
- Navigate to Global > Entitlements
- Click on Edit for the Entitlement Pot in question
- Click on Edit for the Entitlement Element in question
- Scroll to Carry-over and expiry settings
- Under Allow manual carry-over to, select target entitlement(s)
- For automatic transfers, set Automatically carry over to to the desired entitlement
- Enter Maximum carry-over amount (days) if capping transfers
- Set expiry under Carry-over expires:
- Select Never for no expiry
- Or choose Specific Date and set day/month
- Click Save
Note: When configuring transfers between elements (e.g., "Annual Entitlement" to "Carry-over"), expiry rules must be set on the target element.
Additional Information:
- Key Terms:
- Maximum Carry-Over Amount: Limit on transferable days
- Expiry: When carried-over days lapse
- Permissions Required:
- Entitlement Setup (Global level)
- Users (user-level settings)
- User templates (template-level settings)
- Carry-over records (manual submissions)
- Tips:
- Template-level settings override Global rules
- Automatic carry-over skips users with Pending absences
- Use the search function to quickly find settings
- Configure expiry on target entitlement elements