How leave is credited and carried forward
Monthly and all-at-once credit, joiners in the middle of a leave year, carry forward caps, negative balances and how balances add up.
Credit
Each leave type in a policy has a Credited setting:
| Credited | What happens |
|---|---|
| Monthly | One twelfth of the year's days is added at the start of each month |
| All at once | The whole year's days are added when the leave year starts |
| Not credited | Nothing is added; balances change only when someone adjusts them |
X adds credits automatically once a day, so a new month's leave appears early on the first day of the month.
Staff who join during the year
- Monthly: credits start from the month of joining.
- All at once: the credit can be cut down to the months left in the leave year, rounded to the half day.
The balance
A balance is what was credited, minus leave used, encashed or lapsed, plus any carry forward and adjustments. Staff see their balance with Used and Pending days on My leave. Leave waiting for approval counts as pending until it is decided.
Negative balance
If the policy allows a Negative balance, staff can apply for more than they have. They see a warning that the balance goes below zero. If it does not, the request is refused with "Not enough balance for these days."
Carry forward
At the end of a leave year, unused days up to Carry forward up to move into the next year. The rest lapse.
Note: The web pages have no step to close a leave year, so carry forward and lapse are not applied by themselves. At the start of a new leave year, set each staff member's balance by hand. See Set opening leave balances.
Related articles
Create a leave policy
Set how many days of each leave type staff get a year, how they are credited, carry forward, half days and negative balances, then assign the policy.
See the leave calendar and balances
See upcoming and past leave for your team, the leave calendar for a month, and each staff member's balances on their profile.
Apply for leave
For staff: check your leave balances, see how many days a request will use, send it for approval and cancel it if your plans change.
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