Entitlement Carryover Expiry
Installing this workflow tells Sense to expire unused holiday carryover automatically on the date you choose. It checks each employee's carryover balance from the previous year against what they've taken so far this year, and marks any unused portion as expired directly in their leave record.
How it works
Set your expiry date and leave type then let Sense clear unused carryover
To use the Entitlement Carryover Expiry workflow, simply install it from the Workflow Hub and choose the date you want it to run (typically sometime in the first half of the year) along with the leave type it should apply to.
Then, on that date, Sense will automatically review every employee's carryover balance from the previous year against how much of it they've used so far.
If any carryover is left unused, then Sense marks that portion as expired, and it still shows in the employee's total taken leave figure, clearly labelled as expired with a tooltip so both employees and admins can see exactly what happened.
More holidays & time off workflows
See all holidays & time off workflows
Common questions
What kicks this workflow off?
The specific date you configure when setting it up, typically sometime in the first half of the year.
What happens once it fires?
Sense checks each employee's leave carried over from the previous year against what they've used so far this year, then marks any unused portion as expired.
Can we choose which leave type this applies to?
Yes. You set both the run date and the specific leave type the expiry rule applies to.
Will employees be able to see that leave was expired?
Yes. Expired carryover still appears in the employee's total taken leave figure, clearly labelled as expired via a tooltip.