Carryover Rules

Carryover allows unused time off from one calendar year to remain available into the next. If a worker ends the year with unused balance, carryover rules determine whether they keep it and how much of it is retained.

Without carryover, any balance remaining on December 31 resets to zero on January 1. For some businesses, that is the intended behavior. Others may prefer to let employees keep what they haven't used, especially when dealing with part-time staff or flexible work arrangements.

Enabling Carryover

Carryover is controlled at the policy level. When enabled, all employees assigned to the policy will keep their unused balance as the calendar resets.

Carryover settings in the policy details screen

This is often useful when time off is earned gradually and employees may not use it all within the year. Enabling carryover makes the policy more flexible, while still allowing for balance control using a limit.

Limiting Carryover

If carryover is enabled, you can also set a limit on how many days or hours are moved into the next year. This is helpful to prevent large balances from accumulating over time.

For example, if the limit is set to 7 days and an employee has 12 days left, only 7 will carry into the new year and the rest will expire.

The limit applies per employee per policy, and is enforced automatically by the system at year-end. The carryover amount is reflected in the new year's balance and visible to both managers and employees.

Compatibility with Accrual and Balance Settings

Carryover works alongside all balance and accrual configurations. Whether the policy uses fixed balances or earned accruals, carryover adds to whatever is earned during the next period. All balance limits are respected throughout.

To learn more about how balance tracking works, read to the Accrual & Balance Tracking guide.

Enabling Carryover#

Limiting Carryover#

Compatibility with Accrual and Balance Settings#

Enabling Carryover

Limiting Carryover

Compatibility with Accrual and Balance Settings