Leave Carryover
At the end of the year, you might have employees that have not fully utilised their leave balance. In the new year, you can, based upon mutual agreements, either carry forward leave, pay it in the first payslip or forfeit it.
How much leave can an employee Carryover?
Technical Requirement on Paying Leave
To be able to pay leave, you will need to first:
- Apply Cost Of Living Adjustment (COLA)
- Go to Run Payroll and ensure that January Payroll is opened
Not following the two above steps means that the leave payment may not be automatically stored and suggested in next pay.
How to Carryover or Pay Leave
To carry over or pay leave, you can watch the following video guide for details instructions:
Step-by-Step Process
Firstly, in Leave Management, you will find an orange bar with the name Leave Carryover [year].
- To start the process, click Review.
- This will open a Leave Carryover Review box. Here you can update the defaults of carryover or pay to apply to all employees
- You may also change hours manually per employee for any that do not follow the default rules
- Once you have completed your review, click 'Apply'.
Once this is done, any leave carryover has automatically been added as a leave adjustment. You can make further changes in the Leave Adjustments tab (see: Adjusting Leave Balances).
Any amount that was listed 'To Pay' has been automatically included in the first payroll of the following year. The basic hourly rates from the original year will be used (i.e. rates from the year in which they were accrued).