Carryover Limit Rules

You can transfer your unused leave time from one plan term to the next using the carryover limit configuration options on the absence plan setup page. The carryover options are available in the Year End Processing section of the Accruals tab.

You can use these options in the Carryover Limit Rule field:

Carryover Option Description
No Carryover No balance (positive or negative) is carried over from the end of the previous plan term to the new term.
No Limit All the balance from the end of the previous plan term (positive or negative) is carried over to the next plan term without any limit.
Flat Amount

Configure the carryover limit in the dedicated field under the Carryover Limit Rule field. The balance amount carried over from the previous plan term to the next one can’t exceed this limit.

Negative balance is carried over even if the limit is 0.

Include in Matrix

Configure the carryover limit in the Accrual Matrix section.

Negative balance is carried over even if the limit is 0.

Formula

The limit is set by the Global Absence Carryover formula selected in the plan setup.

This formula doesn’t return the carryover value. It only determines the upper limit of the balance from the end of the previous plan term, carried over to the next plan term.