Troubleshooting Carry Forward Settings & Comp Off Credits Issues

Scenario 1: Carry Forward Leaves Not Reflecting After YEP Completion

Issue:
Employees' unused leave balances are not carried forward to the next year as expected after completing YEP.
Solution:

• Check the carry forward settings in the leave policy to ensure that carry forward rules are configured correctly.

• Ensure that leave expiry dates and limits are correctly set.

If the issue persists, manually import carryover balances via the Carryover Import option available in the YEP settings.

 

Scenario 2: Comp Off Credits Not Reflected After YEP

Issue:
Comp Off credits for the previous year are not reflected in the employee’s leave balance after YEP completion, especially if credited after the YEP was processed.
Solution:

• If a comp-off credit is added after YEP completion, it won’t be reflected because the year is locked.

• Workaround: Use the Carryover Import option to import the comp-off credit if it needs to be carried over or adjust the balance manually through the Leave Balance Adjustment tab.