Carryover

You can define absence plans with carryover limit tables that include a carryover period and unit. Carryover is the portion of available hours that resources can keep or carry over from one carryover period to the next. If the portion of the available balance that is carried over to the next period can only be used for a limited time period, a carryover end date can be specified. At that point, any unused carryover balance is lost.

The point at which carryover is calculated is determined by the reset point. The reset point is the month and day each year upon which the annual accrual limits are reset and upon which carryover is calculated. Each Absence Plan can hold a unique reset point as determined by the limit rule on the plan. This creates an expiring transaction for carryover for the resource.

The carryover limit is defined on the limit rule and determines the maximum hours that can be carried over from one plan year to the next and sets the carryover end date.

The carryover limit tables determine how much of a Resource Plan record hours available balance a resource can carry over, or keep, when a carryover period begins.

The carryover date can be overridden with another date, but must be within the carryover period. When hours are carried over and must be used within a certain time period, the portion of the available balance that is carried over is held in the carryover balance field. You can determine how much of the available balance will be lost when the time period expires. This carryover amount is the portion of available hours that were carried over — not a separate balance.

Note: This amount is included in the available balance. When hours are used by the resource, those hours are decremented from both the carryover balance and the available balance. If there is a remaining balance in carryover when the carryover period expires, those hours are lost from the carryover balance and the available balance. The balance is reduced to zero.