How does the leave Carry Forward work?

I have two leave types: Casual Leave (CL) and Sick Leave (SL). CL is configured as carry forward, and the leave policy is allocated quarterly.

The unused Casual Leave from the policy assigned between January 1 to March 31 (Q1) is expected to carry forward to the next quarter (April 1 to June 30 (Q2)). However, upon inspecting the leave ledger, I noticed that the leaves from Q1 have expired, even though the leave policy for the next quarter has already been assigned.

When I created a leave allocation for Casual Leave for the next quarter and checked the ‘Add unused leaves from previous allocations’ option, the document could not be submitted, displaying an error stating that a policy has already been assigned for the period.

The allocation of unused leaves is only possible after deleting the current quarter’s leave policy. Once this is done, the carry-forward functionality works as expected. However, when I try to create a leave policy assignment afterward, the document cannot be submitted because of an error indicating that leaves have already been allocated for this period.

Did I do something wrong? How does the carry-forward functionality actually work?
I couldn’t find clear answers in the documentation, forums, or Telegram group.

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I’m also facing the same issue

@Fadil_Siddique How did you resolve this issue?

@rucha_mahabal any comments

Solved - I my site the field ‘Add unused leaves from previous allocations’ in Leave Policy Assignment was set hidden hidden by mistake or somehow.
By checking that field and assigning policy does carry forward unused leaves.