Configure Carryover Entitlements

Before You Begin: Unlike many entitlements, this entitlement doesn't require any rule. The following steps detail the configuration for the ruleset.

To configure a carryover entitlement:

1. Go to Pay Setup > Entitlements and click the Entitlements tab.
2. Click Add. A slide-out panel opens.
3. Enter a name and, optionally, a description of the entitlement.
4. In the Balance drop-down list, do one of the following:
   • If you configured a single carryover balance, select that balance.
   • If you configured separate excess and deficit balances, select the appropriate balance depending on whether you're configuring the excess or deficit entitlement.
5. In the Rules and Qualifiers section, click the add icon and then click Ruleset.
6. Enter a name and, optionally, a description for the ruleset.
7. (Optional) Enter values in the Minimum and Maximum fields.
8. Select the Policy Assignment checkbox.
9. If you configured separate excess and deficit balances, repeat steps 1 through 8 for the remaining balance.
10. Click Save.