How_do_I_carryover_leave_hours_based_on_the_calendar_year_end_

How do I carryover leave hours based on the calendar year end?

Follow these instructions to add a leave rate that will adjust an employee's leave balance based on the calendar year-end (12/31/YY). When you calculate benefits, Payroll will use the calendar year-end (12/31/YY) to calculate the leave hours to carryover.

Adding a leave rate with a carryover limit based on the calendar year-end

1. Open Connect Payroll > Organization > Leave Rates.

2. Click New (CTRL+N).

3. Enter the Rate Number, Description, Abbreviated Description, and Type.

4. Use the Adjust to Carryover At menu to select Calendar Year-end.

 

Adjust to Carryover At menu

 

5. Click Save (CTRL+S).

The leave rate will adjust to carryover at year end.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I carryover leave hours based on the fiscal year end?

      Follow these instructions to add a leave rate that will adjust an employee's leave balance based on the fiscal year-end. When you calculate benefits, Payroll will use the fiscal year-end to calculate the leave hours to carryover. Adding a leave rate ...

    • Leave Rate - Carryover Limit

      A leave rate carryover limit refers to the maximum amount of unused paid time off (PTO) or leave that an employee is allowed to carry over from one accrual period to the next. This limit is set by the employer and is typically specified in company ...

    • How do I adjust leave carryover hours?

      This routine will adjust employee leave hours if the employee's anniversary date, calendar year-end date, or fiscal year-end date occurs in the current pay period. Leave hours includes sick pay and vacation pay for employees that are eligible for ...

    • 5c. Run adjust carryover hours

      You can adjust employee leave hours at year end to match the carryover limit on the leave rate. Running this routine will reduce the carryover hours based on the leave rate limits. This is a three-step process. First, back up the Payroll database ...

    • 5b. Verify carryover limit in leave rates

      Each leave rate in the Leave Rate table may have a carryover limit. a carryover limit specifies the number of hours that may be carried over from the previous year into the next year at year end. If the last pay period of the year does not include ...