Overview
The Leave Carry Forward Wizard allows you to move remaining positive leave balances from one calendar year to the next. Located within the Leave module, this feature helps companies manage year-end entitlements efficiently while applying optional expiry dates and automated limits. Negative leave balances cannot be carried forward.
Permissions
To carry leave balances forward into the next year, you must possess the following global and data permission levels:
- Approve Leave set to Global
- Manage Leave Types set to Global
- Manage All Employee Data assigned to your profile
Prerequisites
Before you begin this process, ensure that you have configured your leave types to explicitly allow carry-forward entitlements within the Leave Types settings.
Carrying Forward Leave Entitlements
Any leave booked for the upcoming year automatically deducts from the carried forward entitlement balance before using the new year's base allocation, provided the expiry date has not elapsed.
- Navigate to Leave on the main menu.
- Select the relevant year from the calendar or list view from which you are transferring entitlements.
- Click on the 3-dot menu > Carry Forward Leave > Get Balances button.
- Review the system pop-up displaying eligible employee balances and default fields.
- Under the header "Maximum Balance Carried Forward" click the HRS or % indicator text inside the dialog row to switch between hours or percentage metrics.
- Populate the Expiry Date parameter field if you require unspent carried hours to auto-expire on a targeted day.
- Click Carry Forward to confirm and execute transfer.
- Navigate to the People section and click on the target employee profile.
- Click on the Leave tab inside the employee profile.
- Click Edit Leave Breakdown located directly inside the active leave balance pod component.
- Choose the specific leave type and the current calendar year from the dropdown arrays, then expand the Adjustments drop panel.
- Click the +Add Entitlement link option.
- Populate your adjustment description, enter the hours as a deduction, and mark the Carried Forward selection criteria to active. Click Save changes.
- Then reopen the breakdown and choose the next calendar year from the dropdown arrays, then expand the Adjustments drop panel.
- Click the +Add Entitlement link option.
- Populate your adjustment description, enter the hours as an increase, and mark the Carried Forward selection criteria to active.
- Click Save changes to finish.
Ensure all numerical figures added into the Hours column utilise decimal styling format (e.g., input 1.5 to represent exactly 1 hour and 30 minutes).
- Navigate to Leave Leave Schedule within the system dashboard.
- Click the 3-dot menu located at the top-right corner interface and click Upload leave entitlements.
- Click Download Template inside the dialog box.
- Fill out the downloaded sheet, changing the CarriedForward cell column text rule explicitly to YES.
- Click Upload Template inside the dialog box from where the template was downloaded.
- Verify your parameters inside the generated data upload review summary prompt.
- Click Save to update all targeted profiles at once.