Set up carry forward settings
First, set up the parameters of the carry forward function.
Go to Setup and click Settings.
Click Module Settings and then HR.
Click Leave Carry Forward and then Add Leave Carry Forward.
Enter the effective date and the months to take into consideration.
Enter the maximum number of days and hours that can be carried forward.
Click Save.
⚠️ Important: Once this is saved, the settings will apply for all users on the system. This means you will not be able to carry forward more than the maximum number of days you've added on this setting.
Carry forward for an employee
Search for the employee and go to their profile.
Click Absence and then Leave.
Select the period from which you want to carry forward leave.
Click Carry Forward To Next.
Enter the number of days you want to carry over in the Working Days field.
Click Submit.
Bring forward from previous for an employee
Search for the employee and go to their profile.
Click Absence and then Leave.
Select the period to which the days need to be added.
Click Bring Forward From Previous.
Enter the number of days you want to carry over in the Working Days field.
Click Submit.