Carry Forward Leave & Allocate Safely at Scale
Preview every carry-over and allocation before it touches a live balance, reverse any run in one click, and keep a full audit trail on top of Odoo Time Off — no more error-prone, employee-by-employee edits.
The problem
Year-end carry-forward and new-hire allocation in native Time Off means adjusting balances employee by employee, with no way to preview the impact first. A single mistake silently over- or under-credits leave, and nobody notices until an employee tries to book time off — by then there is no audit trail to explain what happened.
The solution
Carry-Over Runs and Allocation Batches show a per-employee before/after impact table first, apply policy-driven caps, percentages, and tenure rules, then confirm with one click. Every run is reversible and leaves a timestamped audit trail, so bulk leave operations become safe, repeatable, and defensible.
Everything year-end carry-forward needs
Every capability below is implemented in the module.
Preview Before You Commit
Every Carry-Over Run and Allocation Batch shows a per-employee before/after impact table first — nothing changes on a live balance until you confirm.
Policy-Driven Carry-Over Rules
Define plain-language policies per leave type: a maximum day cap, a percentage limit, tenure and department scope, an expiration date, and depositing into a different leave type.
One-Click Reversal
Undo a confirmed Carry-Over Run or Allocation Batch as a single action, restoring balances while keeping the audit trail intact.
Per-Employee Audit Trail
A timestamped Carry-Over Audit log records exactly what changed for every employee on every run, ready to defend a balance dispute.
Full & Pro-Rata Allocation Batches
Grant a flat annual amount or a pro-rata amount to many employees at once, previewed line-by-line before it commits.
Automated Allocation Rules
Trigger allocation automatically on new-hire confirmation or on a recurring yearly schedule, with duplicate-run prevention so nobody is allocated twice.
Only-Approved-Leave Eligibility
Carry-forward calculations use only approved leave balances, keeping pending or unapproved time off out of the roll-over.
Employee Self-View
A smart button on the employee form shows each employee their own carried-forward balance, cutting down HR balance queries.
Carry-Over Settings in Time Off
Configure the default carry-over cap and auto-allocation-on-hire directly from Time Off Settings, with a link straight to your policies.
How it works
Set a Policy
Define a Carry-Over Policy per leave type — cap, percentage, tenure, and department scope.
Preview the Run
Launch a Carry-Over Run or Allocation Batch and review the per-employee before/after impact table.
Confirm or Reverse
Confirm to create allocations, or reverse a completed run in one click if something needs correcting.
Audit Anytime
Check the Carry-Over Audit log or the employee's own smart button to see exactly what changed and when.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It layers a safe, previewable, auditable execution workflow on top of native Time Off — you keep your existing accrual plans and leave types, and use Carry-Over Runs and Allocation Batches to control exactly when and how balances move.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Employee Leave Carry-Forward & Bulk Allocation
Policy-driven year-end carry-over and full or pro-rata bulk allocation batches, previewed before you commit — with one-click reversal and a per-employee audit trail on top of Odoo Time Off.
Buy on Odoo App Store