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Spock allows the carryover of unused balances to a new period through a structured carryover process. You can configure carryover policies for each leave type and customize them for individual members when needed.
You must have a General Manager role to process carryover. The carryover process can be executed from the start of the year until the end of March.

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Understanding Carryover

Carryover amounts are visible in:
  • Members’ profiles under the “Balances” section
  • Slack in “My Balances” view
Carryover display in member profile

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Carryover Policies

Choose from three carryover policies to determine how unused balances transfer to new periods:
Unused balances will not be transferred to a new period.Example: Balance of 5 days at year-end results in zero carryover.
The entire unused balance transfers to the new period.Example: Balance of 5 days at year-end results in 5 days carryover.
Only a specified maximum number of days transfer to the new period.Example: With a 3-day limit, a balance of 5 days results in 3 days carryover.

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Carryover Expiration

For “Remaining Count” and “Limited Count” policies, you can set an expiration period:
Carryover expiration defines how many days after the new period starts that carryover will expire. After expiration, leave requests are covered from the new period’s allowance rather than carryover.
Example: With 31-day expiration and 5 days carryover, the carryover remains available until January 31st, then expires.

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Setting Up Carryover Policies

Configure carryover policies for each leave type that has allowances enabled:
1

Navigate to Leave Types

Go to Settings > Leave Types in your dashboard.
2

Select leave type

Choose a leave type that has allowance tracking enabled.
3

Enable carryover

Check “Allow carryover of current balances to next period”.
4

Choose policy

Select your desired carryover policy from the available options.
5

Set limitations

If using “Limited Count” policy, enter the maximum carryover limit.
6

Configure expiration

(Optional) Check “Carryover expires” and enter the number of days until expiration.Carryover policy configuration
7

Save settings

Click Save to apply the carryover policy.

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Executing the Carryover Process

Once policies are configured, execute the carryover process to transfer balances:
1

Access carryover settings

Navigate to Settings > Carryover.
2

Enable carryover

Check “Do Balances Carryover” to initiate the process.
3

Proceed with carryover

Click “Proceed” to start the balance transfer.Carryover process execution
4

Wait for completion

The process may take some time to transfer all balances across your organization.
After completion, you can verify carryover amounts in members’ profiles under the “Balances” section, where a “Carryover” column will display the transferred amounts.

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Customizing Carryover for Individual Members

Override the default carryover policy for specific employees when needed:
1

Access member profile

Go to Members and select the employee’s profile.
2

Navigate to Allowances

Click on the “Allowances” tab.Member allowances tab
3

Find leave type

Locate the leave type you want to customize carryover for.
4

Override policy

Click the “Override” button next to the default policy.
5

Customize settings

In the dialog that appears, check “Customize Carryover Policy” and configure the new policy.Carryover override dialog
6

Apply changes

Click “Save and Proceed Carryover” to recalculate the carryover according to the new policy.

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Best Practices

Set up carryover policies before the end of the year to ensure smooth transition to the new period.
Inform employees about carryover policies and expiration dates to help them plan their leave effectively.
Review and adjust carryover policies annually to ensure they align with your organization’s needs and legal requirements.
Maintain records of custom carryover overrides for individual employees for audit and compliance purposes.

Leave Allowances

Learn how to configure and manage employee leave allowances.

Leave Types

Understand different types of leave and their configuration options.

Reports

Generate reports on carryover usage and patterns.

User Administration

Manage user roles required for carryover administration.
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