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How do I apply carryover rules with Comprehensive Leave Manager?

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Estimated reading time: 4 min

KB01-020

There are three options to apply carryover, during payroll, during  Calculate Leave Accruals or Anytime using Carryover utility.  Below we discuss the setup for each option, how to calculate manually using the Apply Leave Carryover Utility and then review a few common scenarios for applying carryover.

For applying carryover during payroll processing, the system looks at the build end date and uses that date as the Carryover Calculation date.  If the build end date is on or after the Carryover Date on the Employee Leave Maintenance window the system will apply the carryover.

Apply carryover during payroll processing

Carryover Payroll

For applying carryover using the manual process from the Calculate Leave Accruals window, the system looks at the Accrued though Date if that date is on or after the Carryover Date on the Employee Leave Maintenance window the system will apply carryover.

Apply carryover during manual processing (Calculate Leave Accruals window). 

Carryover Calc LV Accrual

HR/Payroll > Transactions > Calculate Leave Accruals

Callc LV Accrual

For applying carryover manually from the Calculate Leave Carryover Amounts window, the system looks at the Carryover Calculation Date, if that date is on or after the Carryover Date on the Employee Leave Maintenance window, the system will apply carryover.  The Calculate Leave Carryover Amounts window allows you to run carryover anytime regardless of the options selected from the leave setup window.

HR/Payroll > Utilities > Payroll > Apply Leave Carry Over Amounts