How to Allow Credit Balance to Be Used in the Following Year (Credit Expires in 2025)

Learn how to enable carry forward settings for credit leave balances in 2025. Avoid forfeiting unused leave by following this step-by-step guide

An employee has one day of credit balance expiring on 16 January 2025, but they are unable to use this balance to apply for leave in 2025. The balance does not appear when they try to apply for leave next year.

Steps to Enable Carry Forward for Next Year's Credit Balance

By enabling the Carry Forward setting in the credit leave policy, employees will be able to use the credit balance expiring next year in the following year.

Troubleshooting: Why Credit Leave Balances Aren’t Carried Over

Why Does This Happen?

For any credit balance with an expiry date that extends into the following year, you must enable the Carry Forward setting in the credit leave policy.

What Happens If I Don’t Enable This Setting?

If you do not enable Carry Forward 2025 for credit leave, any balance expiring in the following year will not be carried over and will be forfeited on 1 January 2025.

To avoid this, it is best to enable the Carry Forward permission BEFORE 31 December 2024, as the system will carry over any unused leave balances to 2025 at midnight on 31 December 2024.

What If I Enable the Carry Forward Setting AFTER 1 January 2025?

If you enable the Carry Forward setting after 1 January 2025, you will need to recompute the balance manually. For detailed instructions, please refer to this guide.

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