Annual carry forward


Setting your Annual Carry Forward

If an employee has some leave balance remaining in the previous leave period, that amount can be added to the current leave period, for any leave type and all employees in the company.

The setup an annual carry forward of the remaining leaves of the staff is usually done at the end of the year, or early in the business year after.

Here is how you can carry forward the employee leave from this year to next year?

Follow these simple steps to run the carry-over process:

  1. Go to Company
  2. Select the Leave types tab
  3. Select the type of leave where you would like to carry forward
  4. Click on the 2019 -> 2020 carryover link.
  5. Select the number of maximum carry forward days.

Note: The carryover function will be applied company-wide to all the employees. It will be summed up with the annual allowance for that type of leave, and it can be edited per employee. The brought forward balances don’t have an expiry date. The days carried forward are available as normal leave days for the next year.

How to check if the carry forward went transfer went successfully?

The easiest way to check if all the remaining allowance for the selected type of leave has been carried over to the next period is to check the yearly reports. To check them out is by Reports > Yearly reports.

How to check the carryover for an individual employee?

To check how many days of remaining leave has been brought forward per employee, you need to go to Employees > Select an employee > Allowances tab > click on the number of days of allowance per the type of leave where you run the carry forward option. A dropdown will come and you will see a line such as: Transferred to 2020   -8.5. This means that 8.5 days have been carried over from 2019 to 2020.

Note: To find out when the business year starts in your company go to Company > Settings > Business year starts on.