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How to Enable Carry Forward Leave in BrioHR Leave Policies

Learn how to configure carry-forward leave settings in BrioHR to automatically transfer unused leave days into the next year. Step-by-step guide for HR Admins.

Introduction

The carry-forward leave feature allows employees to bring unused leave from the previous year into the new year. This ensures employees can reserve a portion of their unused leave instead of using their entire entitlement within the same year.

As an HR Admin, you must enable the carry-forward setting before December 31st each year so the system can automatically move all eligible unused leave balances at midnight on December 31st.

Once enabled, the configuration remains active for future leave policy years unless you make changes manually.

 

Step-by-Step Guide: Enabling Carry Forward Setting

Step 1 - Log In to BrioHR Account

Log in to your BrioHR account using your registered credentials.

Step 2 - Access a Leave Policy in the Leave Module

1. Go to HR Lounge > Leave.

2. Click Leave Policies.

3. Search for the relevant leave type (e.g., Annual Leave).

4. Click 'View Leave Details' to open the selected leave type.

Step 3 - Configure the Carry Forward Setting

1. Select any leave policy listed under the leave type.

2. In the policy, open General Configuration and locate the Entitlement section.

3. Look for Carry Forward 202X (the year automatically reflects the next calendar year)

Example:
If you are viewing the 2025 leave policy, the system will show Carry Forward 2026.

4. Toggle ON the carry-forward setting, then configure one of the following rules:

  • Add number of days – set a limit for the maximum number of days that can be carried forward.

  • Select All – allow employees to carry forward all unused leave balance.

  • Set Expiry – define an expiry date for the carried-forward days in the following year.

5. Scroll down and click Save Settings to confirm the changes.

See Also

Frequently Asked Questions (FAQs)

1. When will the carry-forward leave be applied?
The system automatically transfers eligible unused leave on midnight of December 31st. Please ensure you have enabled the Carry-Forward setting in the leave policy before this date.

2. Do I need to update carry-forward settings every year?
No. The setting applies automatically each year unless you manually change or disable it.

3. Can I set a limit on how many days employees can carry forward?
Yes, you can specify the number of days allowed under the carry-forward rule.

4. What happens if employees do not use their carried-forward leave before the expiry date?
If you set an expiry, any unused carried-forward leave will be forfeited after the defined period.

5. Does carry-forward apply to all leave types?
Carry-forward is available only for leave types for which HR Admins enable the setting.

 

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.