How_do_I_set_up_an_alert_to_process_leave_carryover_hours_

How do I set up an alert to process leave carryover hours?

Display a reminder when it's time to adjust leave carryover hours for leave rates that are set up carry over leave hours at the calendar year end, fixed year end, and anniversary date. The reminder displays on the screen when you calculate leave time. You can run the routine to adjust leave carryover hours before or after calculating leave time. 

Warning

Calendar year end

Shows a reminder when the current period includes leave rates that carry hours over on 12/31/YYYY. 

 

Fiscal year end

Shows a reminder when the current period includes leave rates that carry hours over on the last day in the fiscal year. 

 

Anniversary date

Shows a reminder when the current period includes the leave rates that carry hours over on the employee's anniversary date. 

 

This feature is included in the 2022.11 release. 

 

Setting up leave rate notifications 

1. Open Connect Payroll > Organization > Leave Rates.

2. Click to select the Receive Carryover Notification checkbox. 

Receive carryover notifications

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • 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 ...
    • Webinar: Step 5A-C. Leave rates, Carryover limits (08m12s)

      Verify the employee leave rates and adjust carryover limits to carry leave hours to the next year. Leave rates refer to the rate at which employees accrue paid time off (PTO), such as vacation, sick leave, or other types of leave, based on specific ...
    • How do I change the carryover limit on a leave level?

      The number of leave hours an employee can carryover is set on each leave level. If the employee leave balance is greater than the carryover limit assigned to the leave level, Payroll will reduce the employee's leave balance to the carryover limit. ...