How to Set Bring Forward Leave

This guide shows you how to enable the Bring Forward setting on a leave type, which allows employees to carry unused leave balances into the next leave cycle.

Note

Bring Forward is configured individually per leave type. You need to enable it on each leave type where carry-over should apply (e.g., Annual Leave). The Carry Forward column on the Leave Types list shows the current bring-forward amount for each type.

1. Open the leave type you want to configure

   In the left sidebar, expand Leaves (under Settings) and click on Leaves to open the Leaves page. The page opens on the Leave Types tab. Click the name of the leave type you want to configure — for example, Annual Leave.

   

2. Enable Bring Forward and set the amount

   Scroll down to the Bring Forward section. Toggle Bring Forward on (blue). Two required fields appear:

   • Bring Forward Amount — the maximum number of leave days that can be carried forward
   • Bring Forward No. Of Months — the number of months (from the start of the new leave year) during which the employee can use the carried-forward balance

   Enter your desired values in both fields.

   

3. Save the changes

   Scroll to the bottom of the form and click Update to save the bring-forward settings.

   

   The Leave Types list will now show the updated carry-forward amount in the Carry Forward column.