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Free form template · Word

Leave Carry Forward Form

A leave carry forward form records how an employee's unused leave at year-end is treated: how many days move into the next leave year, how many are encashed and how many lapse. It gives the employee and HR an agreed opening balance for the new year.

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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

LEAVE CARRY FORWARD FORM – LEAVE YEAR [YYYY]

Company:
[Company Name]
Form No.:
[Reference Number]
Date:
[Date]

A. Employee Details

Employee Name[Employee Name]
Employee ID[Employee ID]
Department[Department]

B. Year-End Position

Leave HeadClosing BalanceCarry-Forward CapEligible to Carry ForwardExcess Days
Earned / Privilege Leave[Number][Number][Number][Number]
Sick Leave[Number][Number][Number][Number]
Casual Leave[Number]Lapses0[Number]

C. Employee Choice for Excess Earned Leave

[ ] Encash [Number] days (as permitted by policy)
[ ] Allow excess to lapse
[ ] Request exception to carry forward [Number] additional days – reason (e.g. leave applied on [Dates] was not approved due to [Business Reason])

Declaration: I have verified the balances above against my leave records and agree with them, subject to any correction noted here: [Correction / None].

Employee
[Employee Name]
Date: [Date]

D. HR Confirmation

Leave HeadCarried ForwardEncashedLapsedOpening Balance [Next Year]
Earned / Privilege Leave[Number][Number][Number][Number]
Sick Leave[Number]–[Number][Number]
Casual Leave––[Number][Number]
Exception approved[ ] Yes [ ] No [ ] Not requested
HR
[HR Name]
Date: [Date]
Approving Authority (for exceptions)
[Authorised Signatory]
Date: [Date]

What this template includes

  • Closing balance by leave head
  • Carry-forward cap from policy
  • Employee's choice between carry-forward and encashment for excess days
  • Exception request with reason, if leave was denied for business reasons
  • New opening balance
  • HR and approver confirmation

When to use it

  • Year-end closing of leave balances
  • Employees choosing between carry-forward and encashment where policy offers both
  • Requests for carry-forward beyond the cap due to leave being refused for business reasons
  • Documenting balances for employees transferring between entities

How to customise this template

  1. 1Fill the cap and maximum accumulation from your leave policy
  2. 2Remove the encashment option if your policy does not allow it
  3. 3Keep the exception section only if your policy allows exceptions
  4. 4Issue to all employees in a fixed window before year-end

HR tips

  • Remind employees in advance about lapsing leave
  • Approve exceptions sparingly and only with documented reasons
  • Check any statutory accumulation limits applicable to your establishment
  • Update the HRMS and register on the same day

For HR & hiring managers

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Frequently asked questions

What is leave carry forward?+

It is the transfer of unused leave from one leave year to the next, up to the limit set in your policy and applicable law.

Which leave can be carried forward?+

Usually earned or privilege leave. Casual leave typically lapses; sick leave may accumulate up to a limit, depending on the policy.

What happens to leave above the carry-forward limit?+

Depending on the policy, it may lapse or be encashed. Some policies allow exceptions if leave was refused for business reasons.

All 50 leave management →