Entitlement Carryover Expiry Workflow
Sense can expire unused carryover leave on a date set by the employer. It checks the carried-over amount, subtracts leave already taken, and expires the unused remainder where the organisation's policy and the law allow it.
How it works
HR can apply a defined carryover-expiry rule consistently and keep the expired amount visible in the record.
1
Choose leave type and date
Choose the leave type and expiry date.
2
Check carried-over amount
Sense checks how much leave was carried over from the previous year.
3
Check leave taken
It checks how much leave has been taken in the current year.
4
Mark carryover as expired
Unused eligible carryover is marked as expired.
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FAQ
What starts this workflow?+
The documented process starts with: Choose the leave type and expiry date.
What happens at the end of the workflow?+
The final documented step is: Unused eligible carryover is marked as expired.
Who is involved?+
The documented participants are Administrators.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.