Every year, at midnight on December 31st, the system automatically carries forward all employees' leave in a single process, provided that the "Carry Forward" function in the leave policy has been enabled before December 31.
However, upon returning to work on January 2, 2024, you discovered that the "Carry Forward" function was not enabled. You would like to the unused leave balance from 2023 to be reflected on every employee's 2024 leave dashboard as "2023 Carry Forward".
This article is divided into two (2) parts :
Part (A) : Enable and configure the Carry Forward 2024 function in the 2023 leave policy
Part (B): Recompute the employee's Carry Forward balance to reflect accurately
*Note: Please do BOTH parts to ensure the updated carry forward is reflecting correctly!
If you would like to know how an employee's can apply leave for the year 2023 in 2024, please refer to this article
We will use an Annual leave as an example. Part (A) and Part (B) work for other leave types as well.
Part (A) : Enable and configure the Carry Forward 2024 function in the 2023 leave policy
To open a leave policy page:
- Go to HR Lounge > Leave > Leave Policies
- Select the leave type you would like to enable last year's carry forward (eg, Annual) > Click View Leave Details
- You will be directed to the leave page (eg Annual leave page)
1. Select the policy you want to edit. Select Year and choose 2023
*NOTE:
Please select the correct year (eg 2023) because we are making changes to last year's leave policy to reflect the carry forward balance in year 2024!
2. Search Carry Forward 2024 >Toggle ON the button > Set up configuration.
3. Once done, click Save Settings
*NOTE:
If you want to edit for all policies, please repeat above steps for each policy.
Part (B): Recompute the employee's Carry Forward balance to reflect accurately
1. Go back to the leave page (eg, Annual) > Click Initial Balances
2. Click "Refresh" icon to recompute the carry forward balance.
- Do for all employees if you would like to recompute for everyone.
- If you want to recompute for specific individuals only, please recompute for the selected individuals.
The new carry forward balance will be reflected on the employee's 2024 leave dashboard.
