There are 3 setups to do before the brought forward leave can be carried to the next year. Please follow the steps below to set up this:
Leave Type
Go to the Leave module, Setup and click Leave Type.
Select Leave type as Annual Leave.
Click the General tab, enable the Brought forward option and Save.
Click the Brought Forward tab.
Select Brought Forward Forfeit eg, 7 to forfeit on 1st July every year and Save.
Allocation Table
Select Setup, Allocation Table and select Annual.
Enter the number of days that can carry forward for the next year under the column Brought Forward (note: if you have many rows of service year and entitlement, you will need to change the brought forward for each row that allows for each entitlement)
In the Forfeit column, specify the number of days to forfeit, then Save.
Process
Go to Process Leave, click Initialise, select Policy and Year 2026.
Click Next, and select All.
Move all the employees over and click Confirm
Then check the leave summary. The entitlement should reflect the current year's balance plus the brought forward. balance.