Cycle Carryover Limit
Installing this workflow tells Sense to cap how much leave carries over each cycle. On the schedule you set, it checks every employee's balance for the leave type you choose against your maximum carryover limit, and expires anything over that cap automatically.
How it works
Set your carryover schedule and cap then let Sense expire anything over the limit
To use the Cycle Carryover Limit workflow, simply install it from the Workflow Hub and choose how often it runs (monthly, or specific dates through the year), which leave type it applies to (TOIL, for example), and the maximum number of days or hours that can carry over.
Then, on each scheduled run, Sense will automatically check every employee's balance for that leave type against your cap.
If someone's balance is over the limit, then the excess is expired and admins receive a report listing everyone affected.
More holidays & time off workflows
See all holidays & time off workflows
Common questions
What kicks this workflow off?
The schedule you set when configuring it, typically the first of every month or specific dates through the year.
What happens once it fires?
Sense checks every employee's balance for the leave type you've chosen against the maximum carryover you've set, and expires anything over that cap.
Who gets notified?
Admins get a report listing everyone who had entitlement expired in that run.
Can we choose which leave type this applies to?
Yes. You configure the schedule, the leave type (such as TOIL), and the maximum carryover in days and hours.
Will employees see that their leave was expired?
Yes, expired amounts are recorded and visible, so both employees and admins can see what happened to any excess carryover.