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.