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Manage leave carry-over and forfeiture

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access level: Admin

Unused leave for a year is carried over into the next year, however, if not used after a certain period of time, can be forfeited.

This article will outline how to set up leave carry-over and forfeiture, and how to edit and delete these settings.

Getting started

Add leave carry-over and forfeiture amount
    1. Log into Employment Hero. 
    2. Click on the Settings submenu.
    3. Under the Payroll Settings heading, click on Leave Settings.
    4. Click on Add Leave Type.
    5. Complete the following fields:
        • Leave Type Name.
        • Leave Balance Tracking.
        • Leave Type Setup - to allow carry-over and forfeiture, you must choose Per pay run or Entitlement-based.
        • Unit type - Hours, Days or Weeks.
        • Require an end date on leave request submission - Yes or No.
        • Return to work form (optional).
        • Other Settings:
          • Leave reason required
          • Prevent negative leave balances
          • Hide balances from pay slips
          • Hide accruals from pay slips

      add leave type setup per pay run or entitlement highlighted
    6. Click the Save button.
    7. On the next screen, under Add Leave Policy, add the Leave Policy Name.
    8. Add the Accrual Details.

      Helpful Hint

      You can add more tiers by clicking on + Add Tier.

    9. Add the Limited amount. Select the following:
      • Not limited
      • Limited to
    10. Add the Carry Over Amount. Select the following:
        • None
        • Unlimited
        • Up to
    11. On Carry Over Date, select the following:
        • Date
        • Month

      Helpful Hint

      This will allow employees to take leave from the previous leave period onto the new leave period.

    12. On Forfeiture Amount, select the following:
        • No forfeiture (Carry over leave can be used indefinitely into the new leave period)
        • All carry-over forfeited (All carry over amounts will be removed from the employee after a set amount of months after they have been carried over)
        • Fixed amount (A set amount of carry over hours/days/weeks will be removed from the employee after a set amount of months after they have been carried over).
    13. Click Save.
      Add leave policy forfeiture and carry over

Edit and remove settings

Edit leave carry-over and forfeiture amount
  1. Log into Employment Hero. 
  2. Click on the Settings submenu.
  3. Under the Payroll Settings heading, click on Leave Settings.
  4. Click on the three dots on the right-hand side of the page.
    screenshot of where to select the 3 dots on the right hand side of the page to then edit leave carry over and forfeiture
  5. Click on Edit.
    screenshot of where to select the edit button on the right hand side of the page to then edit leave carry over and forfeiture
  6. Make your required changes, then click Save.
    screenshot of the edit leave policy pop up window displaying how you add carry over and forfeiture settings, with the save button highlighted.
Delete leave carry-over and forfeiture amount
  1. Log into Employment Hero. 
  2. Click on the Settings submenu.
  3. Under the Payroll Settings heading, click on Leave Settings.
  4. Click on the three dots on the right-hand side of the page.
    screenshot of where to select the 3 dots on the right hand side of the page to then edit leave carry over and forfeiture
  5. Click on Edit.
    screenshot of where to select the edit button on the right hand side of the page to then edit leave carry over and forfeiture
  6. Remove the existing carry-over and forfeiture amount, then click Save.
    screenshot of the edit leave policy pop up window displaying how you add carry over and forfeiture settings, with the save button highlighted.

Further information

Will adjusted leave still be carried over?
Yes, adjusted leave will still be carried over to the new leave period.

Explore related content

  • How do I manage leave? This article will provide in-depth information about how to manage leave from a manager's perspective.