Carryover settings define what happens to unused time off at the end of an allowance period. Factorial supports automatic carryover (with limits), manual carryover (requiring approval), no carryover (balance expires), and full carryover.
The system calculates carryover using the same logic as leave duration: Working Days, Calendar Days, or French Calendar Days. Changes to planning tools (such as work schedules or shifts) during a period may affect the calculation. Any carried-over balance is added to the new period and used for future leave requests following the same counter type rules.
When and Why It Should Be Used
- Your company allows employees to keep part of their unused balance into the next period.
- You need to comply with legal requirements on vacation accrual or expiration.
- You want to offer flexibility while keeping control over limits and expiration.
- You have different allowance types (days, hours, French calendars) that require specific rules.
Use carryover whenever your internal policy defines what happens to unused balances at the end of a cycle.
How to Use Carryover Settings
Follow these steps to configure carryover in an allowance policy:
- End of allowance period occurs — the system evaluates unused balances for each allowance.
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Check the policy’s carryover setting:
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Automatic Carryover → calculate the unused balance.
- Compare the unused amount to the carryover limit.
- If the unused balance is greater than the limit → carry over only up to the limit.
- If the unused balance is less than or equal to the limit → carry over the full unused amount.
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Manual Carryover → create a pending approval for the carried amount.
- If an admin approves → carry over the approved amount.
- If an admin rejects → the unused balance expires.
- No Carryover → expire the unused balance at period end.
- Full Carryover → carry over the entire unused balance to the next period.
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Automatic Carryover → calculate the unused balance.
- Apply carried-over balance to the next period allowance.
- When an employee requests leave in the new period: the system uses the combined allowance (new + carried-over) and applies the appropriate counter type logic (Working Days, Calendar Days, or French Calendar Days) to calculate leave duration.
Key Concepts
Carryover Types
- Automatic Carryover: System automatically carries over unused balance up to a specified limit
- Manual Carryover: Requires manual approval for carryover amounts
- No Carryover: Unused balance expires at the end of the period
- Full Carryover: All unused balance carries over to the next period
Carryover Settings
- Carryover Limit: Maximum amount that can be carried over
- Expiration Period: How long carried-over balance remains valid
- Carryover Calculation: How carryover amounts are calculated (days vs hours)
- Period Boundaries: When carryover calculations occur
Counter Type Interactions
Working Days Counters
Carryover Impact: Carryover amounts are calculated based on working days logic
- Contract: Carryover calculated using contract working days
- Work Schedule: Carryover calculated using work schedule logic
- Shifts: Carryover calculated using shift management logic
Calendar Days Counters
Carryover Impact: Carryover amounts are calculated using calendar-based logic
- Contract Variant: Carryover may extend to include non-working days at period end
- Work Schedule Variant: Carryover uses strict period boundaries
French Calendar Days Counters
Carryover Impact: Carryover amounts follow French calendar rules
- Ouvrables: Carryover excludes Sundays and company holidays
- Ouvres: Carryover excludes Saturdays, Sundays, and company holidays
- JNT_DAY Logic: May affect carryover calculations for non-working days
Planning Tool Interactions
Hours vs Days Carryover
- Days-Based Allowances: Carryover calculated in days using counter type logic
- Hours-Based Allowances: Carryover calculated in hours using planning tool fallback
- Mixed Allowances: Complex interaction between days and hours carryover
Planning Tool Changes During Period
- Shift Management Changes: Impact on carryover calculations
- Work Schedule Changes: Effect on period-end carryover amounts
- Contract Changes: Influence on carryover logic
Special Cases
Carryover Expiration
- Expiration Timing: When carried-over balance expires
- Leave Request Impact: Effect on pending leave requests
- Balance Updates: How expiration affects current balance
Partial Period Carryover
- Mid-Period Changes: Carryover when period boundaries change
- Prorated Carryover: Partial carryover for incomplete periods
- Transition Logic: Handling carryover during allowance changes
Mixed Counter Types
- Hybrid Allowances: Carryover for allowances with multiple counter types
- Consistency Issues: Ensuring carryover logic consistency
- Complex Calculations: Handling complex carryover scenarios
FAQ
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How do carryover settings affect leave duration calculations?
Carryover Balance Usage:
- Carried-over balance is added to new period allowance
- Leave requests use combined balance (new + carried-over)
- Counter type logic applies to leave duration calculations
Expiration Impact:
- Expired carryover amounts are removed from balance
- Leave requests may be affected by expired carryover
- Timing of expiration relative to leave requests matters
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What happens when planning tools change during a period?
Mid-Period Changes:
- Carryover calculations may be affected by planning tool changes
- Historical data vs current planning tool logic
- Consistency in carryover calculations across period boundaries
Period Boundary Changes:
- New period uses current planning tool logic
- Carried-over balance from previous period may use different logic
- Potential inconsistencies in leave duration calculations