How to Enable Automated Balance Carry-Forward

Modified on Mon, 15 Dec at 9:17 AM

Follow the steps below to configure it:


1. Go to Leave > Leave Setting > Other Setting.


2. Under Leave Period Automation Settings, toggle Enable Automated Balance Carry-Forward to enable it.


3. Before the system can transfer balances to the next leave period, you need to set up the period details. You can choose when the carry-forward should occur:

  • On the start of the new leave period (Recommended)

    The remaining leave balance will automatically carry forward when the new leave period begins.

  • Immediately after the previous period is manually deactivated

    The remaining leave balance will carry forward once the current leave period is marked as Inactive.

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