Carry Forward

What is Carry Forward in Zoho People?

Carry Forward is the mechanism that preserves an employee’s unused leave balance at the end of a leave year and rolls it into the next year’s opening balance. Without carry forward, all unused leave would lapse at year-end, which can create year-end leave rush behaviour as employees try to use all their days before losing them.

Carry Forward rules

Zoho People lets you configure carry forward at the Leave Type level:

• Maximum carry forward limit: Cap on how many days can be rolled over (e.g., maximum 10 days of earned leave can be carried forward).
• Days above the limit: What happens to unused days above the carry-forward cap — they can be lapsed (lost) or encashed (paid out).
• Leave types with no carry forward: Casual leave and sick leave are typically not carried forward; only earned leave usually qualifies.

Year-end processing

At the end of the leave year, Zoho People runs the carry-forward process for all eligible employees, transferring up to the configured maximum balance into the next year’s opening balance automatically.