Carry Forward: Process Carry Forward

This article covers: Process Carry Forward.

Before you start

Access. You need access to Leave Management > Carry Forward. If you do not see it in the menu, ask your administrator for the role that covers this area.
These lists must already have entries, because the window picks from them: leave types (add one).

Steps

Open Leave Management > Carry Forward.
Select Process Carry Forward.
In the window Process Carry Forward fill in the fields below.

Field	What it means and what to enter
From Year	Type the from year.
To Year	Type the to year.
Leave Type	Choose from the list.
Processing Mode	Choose one: Preview, Post.

Select the confirm button.

The window closes and the table shows the result.

If something does not work

The button "Process Carry Forward" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet. Add them first: Leave Types.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.