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Enabling auto carry over for holidays

Enable Carry-Over (Admin/Settings)

  1. Go to Settings → Management.
  2. Select Leave Settings.
  3. Scroll down and toggle Auto Carry Over ON.
  4. Enter the number of days employees can carry over.
  5. (Optional) Add an expiry date for carried-over days (e.g., must be used before 1st April).

Manager Preview & Apply Carry-Over

Holiday carry over
You can preview how many days can be carried over for each user
  1. Go to the Leave Planner tab.
  2. Tap Reporting.
  3. On the right, tap Edit Holiday Allowance.
  4. At the top, select Go to Holiday Rollover.
  5. After a short loading sequence, review all calculated carry-over.
  6. Scroll down and tap Confirm Carry Over
Robin Gibson
Co-Founder and Director of Design