This article explains how to change the carryover limit or its expiration date for your employees. You can’t edit an accrual policy already assigned to employees. For this reason, you must:

1. Duplicate the existing assigned accrual policy.
2. Edit the new policy’s carryover settings.
3. Assign the new policy to your employees.

Note
When you follow these instructions, the effects only come into place the following year. For example: if in January 2025, you change the number of days employees can carry over, the changes apply to the days carried into 2026, and not to days carried from 2024. To change the carryover days employees can use in the current year, adjust their carryover manually instead.

Duplicate the existing accrual policy

1. Go to Settings > Work Hours and Absences > Absence.
2. Select the relevant absence type.
3. Scroll down to the relevant accrual policy.
4. Click the accrual policy, then the three dots > Create Copy.
5. In the pop-up window, click Create Copy to confirm.

Edit the new policy’s carryover settings

After the duplication, the new accrual policy is already selected.

1. Click the three dots > Edit.
2. Click Next until you get to the Carryover section.
3. Edit the settings as needed.
4. Click Next until you see the option to update the policy.

Assign the new accrual policy to employees

1. Click Employees.
2. Select all the employees you want to assign the accrual policy to and click Edit time policies > Change accrual policy.
3. Select the relevant absence type and the accrual policy you would like to assign.
4. Choose the date for the policy change, keeping in mind the table below.
5. Confirm the policy change.

Effects of policy change date

Adjust an employee’s carryover manually

If you want to add or remove carryover days from the employee’s current year’s balance, or extend the carryover expiration date, you must do this using an absence balance adjustment.

You can prevent manual balance adjustments in the future by editing the relevant accrual policy before the end of the previous holiday year, as described at the start of this article.

Add carryover days

To add more days to an employee’s carryover, apply an expiring adjustment, making sure to:

• Set the number of days you want to add to the balance.
• Select the first day of the holiday year as the adjustment date
• Select the expiration date by which the employee must use the carryover.

You can also do this in bulk for several employees at the same time.

Remove carryover days

To remove days from an employee’s carryover, apply an absolute adjustment, making sure to:

• Set the number of days you want the employee to carryover.
• Select the last day of the holiday year as the adjustment date.

This fully overwrites the overall absence balance and its history, setting the balance to the amount you choose. You can also do this in bulk for several employees at the same time.

Extend the carryover expiration date

To extend the expiration date of the existing carryover, follow the steps below. You must do this as close to the expiration date as possible, to ensure accuracy and avoid giving extra days.

1. Make a note of how many carryover days the employee has left:
   • Go to the employee’s profile > Absence.
   • Click the arrow next to the relevant absence type.
   • Check the Carryover expiry in current period section to see how many days are expiring.
2. Apply an expiring adjustment, making sure to:
   • Add the same number of days the employee has left.
   • Select the day after the carryover originally expires on as the adjustment date.
   • Select the new expiration date by which the employee must use the carryover.