Don't let earned leave go to waste, and don't spend hours manually calculating leave entitlement.
Leave Dates makes carry over simple, accurate, and automates it all.
If your business still uses spreadsheets to manage leave, the subject of leave carry over at the end of the year will look one of two ways:
Employees lose leave they’ve earned
Morale drops, people feel short-changed, and you risk ending up out of line with your own policy.
Either way, it’s stressful, time-consuming, and easy to get wrong.
Create a carry-over policy once in Leave Dates and let automation handle the rest.
You decide:
Leave Dates then:
No last-minute admin rush. No missed days. No confusion.
Go to Settings → Allowances
Then select the allowance type (e.g., Annual Leave) you want to carry over.
Go to Policies → "+ Add new policy" to create a carry over policy for your leave type (e.g. Annual Leave).
Click Carry over unused allowance → name your policy → set the maximum carry over and expiry
Hit + Add new policy and voila! Your carry over policy is set!
Tony runs a busy garage with 15 staff. By mid-December, he notices that four employees have more than 3 days of unused leave. They’ve worked hard all year, and Tony wants to treat them fairly; without shutting the business down.
In previous years, Tony handled it in spreadsheets:
One year, a miscalculation meant an apprentice lost leave, which was only spotted later.
That was the final straw.
This time, Tony sets a clear carry-over policy in Leave Dates. The system applies the rules automatically, and everyone starts the new leave year with the correct balance. No spreadsheet headaches.
A clear carry-over policy plus automation helps you:
✔️ Protect eligible unused leave at year-end
✔️ Save hours of manual admin
✔️ Keep records accurate and fair across the team
It’s one more way Leave Dates makes leave management simpler for managers, admins and employees.
Take the stress out of year-end leave, set up your carry over policy on any Leave Dates subscription.
Yes - if your company policy allows it, employees can carry leave over. Also, UK rules can allow (and in some situations require) carry over, for example, where leave couldn’t be taken due to certain types of absence. If you’re unsure, check your policy and get appropriate HR/legal advice.
That’s up to the employer’s policy (within applicable rules). A common approach is something like:
This is easy to set up in Leave Dates, and the system applies the rules automatically.
If your policy sets an expiry deadline, any carried-over leave will lapse after that date. With Leave Dates, balances update automatically based on the rules you set. No manual recalculation is needed.
Yes, you can manually override the system-calculated values. You can also lock the values to prevent Leave Dates from recalculating on the first day of the year.