Hello and a Happy New Year to all!
If you have any questions regarding the carry-forward leaves from the previous year or the opening leave balance, you might be able to find the answers in this article.
You can refer to this article on where to check leave balance.
This table illustrates the system's calculation of carry-forward leaves for leave adjustments (addition or deduction). Written in the year 2021.
Type of Leave Adjustment | Expiry Date | Action for Calculation |
Leave Addition | No Expiry Date Set | Will be carried forward |
Leave Addition | 31 Dec 2021 or before | Will NOT be carried forward |
Leave Addition | 1 Jan 2022 & beyond | Will be added as a new leave addition |
Leave Deduction | No Expiry Date Set | Will be carried forward |
Leave Deduction | 30 Dec 2021 or before | Will NOT be carried forward |
Leave Deduction | 31 Dec 2021 & beyond | Will be carried forward |
Let's use Jane as an example:
She is an employee with 12 days of annual leaves entitlement every year and has yet to take any leave for the year of 2021. Now, we will show you 10 possible scenarios for the carry-forward leave calculation.
Scenario | Description | Expiry Date |
1 | Entitlement with Leave Adjustment (Additions) | No Expiry Date Set |
2 | Entitlement with Leave Adjustment (Additions) | Expiry Date on 31 Dec 2021 or before |
3 | Entitlement with Leave Adjustment (Additions) | Expiry Date on 1 Jan 2022 and beyond |
4 | Entitlement with Leave Adjustment (Deduction) | No Expiry Date Set |
5 | Entitlement with Leave Adjustment (Deduction) | Expiry Date Set on 30 Dec 2021 or before |
6 | Entitlement with Leave Adjustment (Deduction) | Expiry Date Set on 31 Dec 2021 and beyond |
7 | Entitlement with Leave Adjustment (Addition & Deduction) | No Expiry Date Set |
8 | Entitlement with Leave Adjustment (Addition & Deduction) | Expiry Date Set for Leave Addition only |
9 | Entitlement with Leave Adjustment (Addition & Deduction) | Expiry Date Set for Leave Deduction only |
10 | Entitlement with Leave Adjustment (Addition & Deduction) | Expiry Date Set for Leave Addition & Deduction |
Scenario 1:
Entitlement with Leave Adjustment (Additions) with No Expiry Date Set
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | No Expiry Date Set |
If Jane has a base entitlement of 12 days of annual leave and was given an additional of 6 days (leave addition) with no expiry date, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days + 6 Days = 18 Days
Start of 2022: 12 Days + 18 Days = 30 Days in Total
Scenario 2:
Entitlement with Leave Adjustment (Additions) with Expiry Date on 31 Dec 2021 or before
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | 31 Dec 2021 |
If Jane has a base entitlement of 12 days of annual leave and was given an additional of 6 days (leave addition) with expiry date set as 31 Dec 2021 or before, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days
Start of 2022: 12 Days + 12 Days = 24 Days in Total
*6 Days of Leave Addition will not be carried forward
Scenario 3:
Entitlement with Leave Adjustment (Additions) with Expiry Date on 1 Jan 2022 and beyond
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | 1 June 2022 |
If Jane has a base entitlement of 12 days of annual leave and was given an additional of 6 days (leave addition) with expiry date set on 1 Jun 2022 and beyond, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days + 6 Days = 18 Days
Start of 2022: 12 Days + 6 Days + 12 Days = 30 Days in Total
*6 Days will be added in 2022 as a new leave addition
Scenario 4:
Entitlement with Leave Adjustment (Deduction) with No Expiry Date Set
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Deduction | 5 | No Expiry Date Set |
If Jane has a base entitlement of 12 days of annual leave and was given a deduction of 5 days (leave deduction) with no expiry date set, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days - 5 Days = 7 Days
Start of 2022: 12 Days + 7 Days = 19 Days in Total
Scenario 5:
Entitlement with Leave Adjustment (Deduction) with Expiry Date Set on 30 Dec 2021 or before
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Deduction | 5 | 30 Dec 2021 |
If Jane has a base entitlement of 12 days of annual leave and was given a deduction of 5 days (leave deduction) with expiry date set on 30 Dec or before, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days
Start of 2022: 12 Days + 12 Days = 24 Days in Total
Scenario 6:
Entitlement with Leave Adjustment (Deduction) with Expiry Date Set on 31 Dec 2021 and beyond
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Deduction | 5 | 31 Dec 2021 |
If Jane has a base entitlement of 12 days of annual leave and was given a deduction of 5 days (leave deduction) with expiry date set on 31 Dec 2021 or beyond, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days - 5 Days = 7 Days
Start of 2022: 12 Days + 7 Days = 19 Days in Total
Question: What if my employee has both leave additions and deductions?
Answer: It still follows the calculation as per mentioned above.
Scenario 7:
Entitlement with Leave Adjustment (Addition & Deduction) with No Expiry Date Set
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | No Expiry Date Set |
Leave Deduction | 5 | No Expiry Date Set |
If Jane has a base entitlement of 12 days of annual leave and was given an addition of 6 days (leave addition) and deduction of 5 days (leave deduction) with no expiry date set, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days + 6 Days - 5 Days = 13 Days
Start of 2022: 12 Days + 13 Days = 25 Days in Total
Scenario 8:
Entitlement with Leave Adjustment (Addition & Deduction) with Expiry Date Set for Leave Addition only
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | 31 Dec 2021 |
Leave Deduction | 5 | No Expiry Date Set |
If Jane has a base entitlement of 12 days of annual leave and was given an addition of 6 days (leave addition) with expiry date set on 31 Dec 2021 and deduction of 5 days (leave deduction) with no expiry date set, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days - 5 Days = 7 Days
Start of 2022: 12 Days + 7 Days = 19 Days in Total
Scenario 9:
Entitlement with Leave Adjustment (Addition & Deduction) with Expiry Date Set for Leave Deduction only
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | No Expiry Date Set |
Leave Deduction | 5 | 31 Dec 2021 |
If Jane has a base entitlement of 12 days of annual leave and was given an addition of 6 days (leave addition) and deduction of 5 days (leave deduction) with expiry date set on 31 Dec 2021 or beyond, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days + 6 Days - 5 Days = 13 Days
Start of 2022: 12 Days + 13 Days = 25 Days in Total
Scenario 10:
Entitlement with Leave Adjustment (Addition & Deduction) with Expiry Date Set for Leave Addition & Deduction
Type of Leave | Number of Days | Expiry Date |
Annual Leave Entitlement | 12 | - |
Leave Addition | 6 | 31 Dec 2021 |
Leave Deduction | 5 | 31 Dec 2021 |
If Jane has a base entitlement of 12 days of annual leave and was given an addition of 6 days (leave addition) and deduction of 5 days (leave deduction) with expiry date set on 31 Dec 2021 for both, the system will calculate the carry-forward leave in this manner;
End of 2021: 12 Days - 5 Days = 7 Days
Start of 2022: 12 Days + 7 Days = 19 Days in Total
If the opening leave balance of your employees are not calculated according to your own company's policy, you may make a leave addition or deduction adjustment in the system from 1 Jan onwards.
P.S. You can indicate a negative amount for leave deduction.
Employees using this year's leave entitlement to apply for leave next year:
Do take note that for employees who wants to carry their leave entitlement forward and are intending to apply those leaves for the new year in the current year now, our system will only allow them to do so when the new year arrives and the leaves are appropriately carried over.
(E.g Jane has 4 remaining leaves that will be carried forward to next year 2022, but she intends to apply those leaves for next year 2022 in the current year now 2021. She will only be able to apply those leaves from 1st Jan 2022 onwards.)
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Hope these examples help you in understanding the system's calculations!