Step 3 - Carryover & Balance Cap

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Have you finished step two?

Before jumping into this article, if you haven't read Step 2 – Accrual Settings, we strongly recommend reading it first.


This step is all about what happens at the end of an accrual year. You’ll have a chance to choose the desired carryover amounts and whether an employee can max out their balance for their time off under this policy.


First, you’ll need to choose what kind of carryover employees will have access to. There are two primary options:

Annual Reset Carryover Unused Balance

This option will cause all accrued time off under this policy to reset on the specified date, regardless of whether the employee has used it all.

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Negative balances will carry over

Only positive balances will be reset at the beginning of the year. Negative balances (if applicable) will be carried over to the next year and calculated into the new balance.


Maximum Accrued Balance

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This setting allows you to determine how much time off an employee can accrue at one time under this policy per accrual year.

For example, if you limit the balance to 30 days then employees can accrue up to 30 days, and then their accruals will stop until their balance falls below the maximum balance again.

If you allow employees to carryover time off from the previous year, you can use this setting to ensure they’re only eligible for a certain amount of time off before the limit is reached.


When you’re happy with your settings, click Next to move on to Step 4 - Review Policy Settings.

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