If you need to allow users to carry over more holiday than usual (for example, due to policy changes), you can remove the carryover cap during the rollover process and extend the expiry date.
š Note: You need HR Admin permissions to run the rollover process and configure carryover settings.
Remove the rollover cap
When running rollover:
Click HR Admin, then click Utilities.
Run End of year rollover program.
Select Rollover allowed, not capped.
This allows users to carry forward all unused holiday.
Extend the expiry date
During the rollover process, set a value in New Holiday Rollover Expiry Date.
Choose a date beyond the next business year.
This ensures users have extended time to use their carryover allowance.
Understand how carryover works
Carryover is configured during the rollover process.
You donāt need to update settings before year end.
The system applies rules when rollover is run.
Understand system limitations
You can only set one expiry date for all carried-over leave.
You canāt split carryover into multiple expiry periods.
You canāt combine capped and uncapped carryover at the same time.
Plan your approach
Decide whether to cap or uncap carryover before running rollover.
Set a suitable expiry date for all carried-over leave.