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Use PTO carryover

How carryover moves eligible balances between periods.

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Carryover applies policy rules that determine how much unused time moves forward. Review policy limits before running carryover.

  1. Confirm the PTO policy carryover settings.
  2. Open the carryover run area.
  3. Select the policy or period.
  4. Run carryover.
  5. Review the carryover log and employee balances.