Carrying Forward Leave Entitlements

Daniel Galea St John
Daniel Galea St John
  • Updated

Overview

Any pending leave balance from one year, may be moved to another year at any point. This can be done either manually (Read: Setting individual leave entitlements) or else go through our Leave carry forward Wizard.

The Onboarding Assistant's appearance has been updated. The videos in this article may look different from your account, but the system works the same.

 

Permissions

To carry leave forward to the next year, you will need all three of the below permissions:

  • Approve Leave (this must be set on global);
  • Manage Leave Types (this must be set on global); and 
  • Manage All Employee Data

For more information on leave permissions, click here. 

 

How to carry leave forward

  1. Go to the Leave section;
  2. Select the relevant year from the calendar or list view. For example, if you would like to carry forward any remaining leave balance from 2023 to 2024, then go to December 2023 in the calendar or list view. Click on the 3 dots and Carry forward:

  3. Click on the Get Balances button:
  4. A pop up will show any leave types that are set to “can carry forward” in the Leave types section. It will also show the existing balance of each employee and a field for the number of hours to be carried forward. 


  5. If a maximum carry forward is set, the number of hours in the “Carry forward” field will not exceed this amount.

  6. The maximum amount of leave carried forward can also be set as a percentage. To change to percentage, click on the HRS text in the dialog. This can also be assigned a default value from the leave types.



  7. Should you choose to set up an expiry date, the number of hours carried forward will be deducted when this expiry date elapses.mceclip3.png

Any leave booked next year will automatically take leave from the pool of leave carried forward before using up the new year's leave entitlement (assuming the expiry date, if any, has not yet elapsed). Furthermore, please note that you may only carry forward a positive balance. If an employee has a negative (for example -20 hours), this cannot be carried forward to the next year. 

Also, if you would like to pay off any pending leave balance, you may do so through payroll.

Related to

Share: