Within a Vacation and Leave policy, you can define what happens to unused days and set limits on the available balance.

These settings allow you to control:

• Whether days can be carried over to the next cycle.
• When those days expire.
• How many days can be carried over or taken in advance.

• The carryover defines how many unused days from one cycle can be moved to the next. It can be set in two ways:

  Type	How it works
  Fixed number	A maximum number of days to carry over is set. Example: up to 5 days, no matter how many days were credited in the cycle.
  Percentage (%)	The carryover is calculated as a % of the total credited days in the closing cycle, regardless of how many days were used or are left.

  Example with a fixed number:

  An employee has 20 days in the cycle and uses 12. If the carryover is set to 5 days, only 5 can be moved to the next cycle even if 8 are left. If the carryover is 0, unused days are lost when the cycle closes.

  Example with a percentage:

  The cycle runs from 10/01/2025 to 09/30/2026. At the start, 21 days are credited. Carryover set at 33%. The employee used 14 days. At the end of the cycle, the carryover is 7 days (21 × 33% = 6.93, rounded up to 7), no matter how many days were left unused.

  The calculation is always based on the credited balance for the cycle, not the remaining balance. When the result isn’t exact, it’s rounded to the nearest whole number (x.5 rounds up).

  Editing the carryover setting applies starting with the next cycle and does not change current balances. If you need to adjust existing balances, you must do so manually or in bulk.

• Carryover expiration determines how long you can use days carried over from a previous cycle.

  Expiration is always counted from the end of the cycle.

  Example:

  If the cycle ends on September 30 and expiration is set to 3 months, carried over days can be used until December 30. If no expiration is set, carried over days do not expire automatically.

  For more details on how this works depending on the accumulation method, see What is carryover expiration and how is it set?

• The maximum balance sets the total limit of days an employee can have available. It’s used to prevent excessive accumulation when carryover is allowed.

  Example:

  If the employee has 21 days from the current cycle and 14 carried over, but the maximum balance is set to 28, they can only have 28 days available in total.

• The minimum balance lets you decide if employees can take days in advance from the next cycle. To allow advances, set a negative value.

  Example:

  If the minimum balance is -5, the employee can request up to 5 days before the new cycle’s days are credited. If the minimum balance is set to 0, days cannot be taken in advance.

In summary:

• Carryover only applies to unused days at the end of the cycle. It can be set as a fixed number or as a percentage of credited days.
• Expiration only affects carried over days.
• The maximum balance limits the total accumulated days.
• The minimum balance allows (or doesn’t allow) taking days in advance.