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When Does Carry Forward Entitlement Expire?

This article explains how carry forward annual leave entitlement expires and how to check the expiry date in the system.

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Written by James Pardy
Updated over 5 months ago

Carried forward annual leave typically has an expiry date. If the carried forward leave is not fully used by that date, the remaining days will expire and be deducted from the employee's balance.


How to check the carry forward expiry date

Follow these steps in Back Office:

  1. Go to CoreTime.

  2. Click System Params.

  3. Select Balances, then click Calendars.

  4. Use the ? (help symbol) next to the relevant Annual Leave Balance.

  5. Review the Expiry of Carried Forward Days section for details.


How the system calculates expiry

The number of carried forward days that expire is calculated as follows:

Scenario

Action

If days taken are more than the carried forward days

No expiry adjustment is needed because the carried forward days have been fully used.

If days taken are less than the carried forward days

The unused carried forward balance will expire after the set date.

Example

Detail

Value

Carried Forward Days

6

Days Taken Before Expiry Date

3

Days Expired (after expiry)

3

In this case, when the system recalculates the balance after the expiry date, 3 days will be deducted from the total balance.


When do the days actually expire?

The system removes the expired days only after the system calendar has moved beyond the expiry date.

Example:

Period

Date

Expiry Date for Carried Forward

31st March

Current Period

28th March – 3rd April

Expiry Action Taken On

4th April (when the calendar is advanced to the next period)


Summary

  • Carried forward leave expires based on the calendar settings.

  • Unused carried forward days are deducted after the expiry date, when the system calendar advances to the next period.

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