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 the last day of the month (for example, when a biweekly pay period ends on December 27), you will need to run Adjust Carryover Limits in the pay period that includes 12/31/YYYY.
When can I adjust carryover limits? If the last pay period of the year does not include the last day of the month (for example, when a biweekly pay period ends on December 27), you will need to wait to run Adjust Carryover Limits until you run payroll for the first pay period of the following year.
Follow the instructions in this step to verify the carryover limit for each leave rate that is in use at your organization.
Does the last pay period of the year include the last day of the month?
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Yes, the last pay period of the year includes the last day of the month. You can adjust carryover limits now. To learn how, see the help topic titled How Do I Verify Carryover Limits in the Payroll Application?
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No, the last pay period of the year does NOT include the last day of the month. For example, if City ABC has a biweekly pay period that ends on December 27, which would mean the next pay period will include the last day of the month. You should wait to run Adjust Carryover Limits until you have run payroll for the first pay period of the following year.
Watch a video
How do I verify carryover limits in the Payroll application?
The carryover limit adjustment specifies the number of hours that may be carried over from the previous year to the next year at year-end. These instructions will show you how to review the carryover limit on pay codes that use a carryover limit. If the carryover limit needs to be adjusted, you can also do that at this time.
Do this...
1. Open Connect Payroll > Organization > Leave Rates.
2. For each leave rate, verify the following information on the Leave Rate tab.
You should check every leave rate and pay special attention to the leave rates that will adjust the employee leave balance to the carryover limit.
Is the adjust to carryover at correct? If the leave rate adjusts the leave rate balance at year end, select Calendar Year-end. When you run Adjust to Carryover At, Connect will compare the employee hours to the hours allowed by the leave pay code. If the employee’s hours are greater than the carryover limit, the routine will replace the employee’s leave hours with the hours allowed by the carryover limit.
Adjust to carryover at box
Can Exceed Accumulation Limit
Is an employee who is assigned to the leave rate allowed to exceed the accumulation limit? If the employee leave rate balance can be greater than the carryover limit on the leave level, this checkbox should be selected. If the employee leave rate balance will be adjusted to the leave carryover limit at year end, this checkbox should not be selected.
Can exceed accumulation limit checkbox
4. For each level on a leave rate, verify the following information on the Levels tab.
A leave rate may have different levels with different accumulation and carryover limits.
Accumulation limit
This is the maximum leave balance allowed to accumulate on the leave level. Is the accumulation limit correct? If the accumulation limit is not correct, you should correct it now.
Carryover limit
This is the maximum leave balance the employee is allowed to carry over to the next year. Is the carryover limit correct? If the carryover limit is not correct, you should correct it now.
5. Repeat these steps to verify each leave rate with a carryover limit.
The carryover limits for each leave rate and level have been verified. You're ready to adjust carryover hours.
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