Leave Carry Forward
Leave Carry Forward in PrismERP Leave Policy defines how unused leave is transferred from one leave cycle to the next. It allows users to control how much leave is carried forward as a percentage or fixed value, along with limits on maximum carry forward and its validity period.In this section, users define how unused leave will be carried forward from one year to the next. The system allows multiple carry forward rules, where each rule controls how much remaining leave can be transferred, either as a percentage or a fixed number of days. Users can also set limits on the maximum carry forward days allowed within a year to ensure proper balance control.
Each carry forward rule includes a validity period, which defines how long the carried forward leave remains usable before it expires. Additionally, users can define the maximum carry forward balance an employee can hold at any time. This helps ensure that accumulated leave is controlled and does not exceed organizational limits while still allowing employees to retain unused benefits.
| Field | Action |
|---|---|
| Carry Forward Rule 1 | Configure the first carry forward rule to define how unused leave is transferred to the next cycle. |
| CF (% of Remaining Leaves) | Define the percentage of unused leave that will be carried forward to the next leave cycle. |
| Max CF (Days from a Year) | Set the maximum number of leave days that can be carried forward from one year. |
| Validity (Days) | Define how long the carried forward leave remains valid before it expires. |
| Max CF Balance (Days) | Set the maximum total carry forward leave balance an employee can hold. |
| Carry Forward Rule 2 | Configure an additional carry forward rule for special leave types or separate leave categories. |
| CF (% of Remaining Leaves) | Define the percentage of unused leave applicable under the second carry forward rule. |
| Max CF (Days from a Year) | Set a yearly carry forward limit for the second rule configuration. |
| Validity (Days) | Define validity period for the second carry forward rule before expiration. |
