How to Carry Forward Leave

What to do to carry forward leave to next year

Jake Ellis avatar
Written by Jake Ellis
Updated over a week ago

There are instances that a company may want to carry forward leave to the next year. In Indigo, leave is not added up to the current year's leave, but instead will remain referenced for the Leave Year it was allocated in. 

So if an employee has remaining leave from the previous year/s, this may still be utilized as per priorities you set, but the system will check the dates that it may be used in.

If, as a payroll user, you would want to carry forward such leave, carry out the following steps:

  1. Go to Payroll > Leave > Leave Types.

  2. From Leave Types, select the Leave Type that you wish to carry forward and edit it by selecting the pencil button.

  3. Amend both 'Allow post to' and 'Can Request to' dates to whenever you want to have this leave utilized.

Besides the above, you will also need to confirm how the system will behave for the vacation types of the previous year and the current year. By default, when you carry out the switch to the new year (End of Year), the system will change the 'Entitlement with new employment' (1) and 'Pay off on Termination' (2) to 'None'. If company policy is to pay off all the remaining balance for the previous year, the 'Pay off on Termination' (4) should be changed to 'Full'.

You must then check that the current year's leave Entitlement with new employment (1) and Pay off on termination (2) are both set to Pro-Rata. You may also consult the leave priorities so that you will know how the system will prioritise deducting leave from the available Leave Types.

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