How to Edit Carry Forward Balance (Video Tutorial)

As an HR Admin or a person with access to the Leave Module, you can manually edit the carry forward balance for employees during the current year. For example, if an employee has 3 days of carry forward balance and you want to add an extra 2 days, their updated carry forward balance for the year will be 5 days.

If you have enabled the 'Carry Forward' function in your leave policy, the system will automatically carry forward leave balances based on your preset policy at midnight on December 31 each year.

NOTE:

The system will automatically carry forward balances if you enable the "carry forward" function before December 31.

For instance, if your Carry Forward settings are:

Max days allowed to carry forward: 5 days
Expiry period: 6 months

The system will carry forward a maximum of 5 days from an employee's remaining balance at the end of the year. This balance will expire before June 30 each year (an expiry period of 6 months).

Employees with less than 5 days of balance: The system will carry forward all remaining balances.

Employees with more than 5 days of balance: The system will limit the carry forward to a maximum of 5 days.

NOTE:

You can only edit the carry forward balance for the current year.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.