Cycle Carryover Limit Workflow
Sense can cap how much of a selected leave balance carries into the next cycle. On the configured date, it checks each employee's balance, keeps the amount within the cap and expires the excess.
How it works
This is useful for policies such as TOIL where balances should not build indefinitely.
1
Choose leave type and cap
Choose the leave type, run date and maximum carryover.
2
Check employee balances
Sense checks each employee's remaining balance.
3
Expire excess
Any amount above the configured cap is expired.
4
Report to admins
Admins receive a report showing affected employees.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Choose the leave type, run date and maximum carryover.
What happens at the end of the workflow?+
The final documented step is: Admins receive a report showing affected employees.
Who is involved?+
The documented participants are Administrators.
What can we configure?+
The documented configuration includes Run monthly or on selected dates; Leave type; Maximum days or hours.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.