Carryover

You can define absence plans with carryover limit tables that include a carryover period and unit. Carryover is the portion of available hours or earnings that employees can keep – or carry over – from one year to the next. If the portion of the available balance that is carried over to the next year 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 employee master record can hold a unique reset point as determined by the limit rule on the plan. This carryover date is calculated by Employee Absence Plan Calculation (LP140) and stored on the master record as the Carryover End Date.

The carryover limit is defined on the limit rule and determines the maximum hours or earnings 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 master record hours or earnings available balance an employee can carry over (or keep) when a new plan year begins. The new plan year is determined by the reset point.

The carryover date can be overridden with another date, but must be within the plan year (i.e., after the last reset date and before the next reset date). When hours or earnings 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. This lets you determine how much of the available balance will be lost when the time period expires. This carryover amount is the portion of available hours or earnings that were carried over — not a separate balance.

Note that this amount is also included in the available balance so that when hours or earnings are ‘used’ by the employee, those hours or earnings are decremented from both the carryover balance and the available balance. If there is a remaining balance in carryover when the carryover end date is reached, those hours or earnings are then lost from both the carryover balance (reducing balance to zero) and the available balance.