Carry-over and reset cycles

Reset cycles: when the year turns

• "Calendar": everyone resets on January 1. Simple to administer, one shared rhythm.
• "Anniversary": each person resets on their own hire date. Fair for mid-year joiners; no proration debates.

Employees always see their own next reset as "PTO reset date:" at the top of their dashboard, whichever cycle applies.

Carry-over strategies

A carry-over policy is a named template with one of five strategies:

• "Full carry-over": everything unused rolls into the new cycle.
• "Partial carry-over": a cap rolls over, the rest lapses; the cap is "Fixed days" (e.g. maximum 5) or "Percentage".
• "Reset": unused days lapse entirely.
• "Payout": unused days are paid out instead of rolling over.
• "Payout & carry-over": a split slider decides what percentage is paid out and what percentage rolls over.

Expiry of carried-over days

For strategies that roll days over, the "Expire carried-over days" toggle adds a deadline in days or months after the reset (a common choice: three months, i.e. March 31 on a calendar cycle). Employees see the expiring days highlighted on their dashboard and get reminders before they lapse.

Create a template and attach it

1. Open Settings, Policy, and switch to "Carry Over".
2. Click "New policy", name it (e.g. "Standard 5-day rollover"), pick the strategy and limits, and click "Create policy".
3. Attach it to a leave type: in the leave-type wizard's Earning step, click "Change" next to the carry-over line, pick the template, and confirm with "Assign Policy", or click "Use default".
4. Each template card shows a "Used by" count, so you always know which leave types depend on it.

Every company starts with the default template "Default - Full Reset / No Carry-Over". It cannot be removed, so a leave type without an explicit choice always has a defined year-end behavior.