How carry forward leave expiration works

As an admin, you have the option to set the expiration period upon setting up your company’s carry forward leave policy. Once set, the employees’ carry forward leave days will expire accordingly and automatically.


Here are the situations and examples to show how the carry forward expiration works:


Situation 1:
Leave should be applied and taken until the expiry date 

Examples:

  • Carry forward expiration date: Apr 1, 2022

  • Employee requests leave on Apr 5, for Mar 1 :point_right: This is NOT taken from ‘Carry forward’

  • Employee requests leave on Mar 1, for Apr 5 :point_right: This is NOT taken from ‘Carry forward’

  • Employee requests leave on Mar 31, for Mar 1 :point_right: This is taken from ‘Carry forward’

Situation 2: Once carried forward amount is expired, it is not restored even if the Leave manager or approver extends the length of the approved leave

Example:

  • Carry forward from 2021: 5 days
  • Carry forward is available until Mar 31, 2022
  • The employee applied for leave for February for 2 days
  • 3 days expired on Apr 1, 2022
  • Even if the Leave manager or approver extends February leave from 2 days to 3 days, the expired amount is still 3 days.

Situation 3: Once carried forward amount is expired, the carry forward amount might be increased after the Leave manager or approver delete or shorten the approved leave

Example: 

  • Carry forward from 2021: 5 days
  • Carry forward is available until Mar 31, 2022
  • The employee applied for leave for February for 2 days
  • 3 days expired on Apr 1, 2022
  • If the Leave manager or approver deletes the leave, the expired amount changed from 3 days to 5 days

Note:

For leave taken before the carry forward leave expiration date, the system will auto-deduct the carried forward leaves first and follow with the Annual Leaves.

Admin/Leave manager can see each individual employee’s carry forward amount and expiry schedule

As an admin/leave manager, you can also see the carried forward leave amount and the expiry schedule for each individual employee.