The Set to and Carry up to options are used to specify the user's new time off balance, after a balance reset or when a new policy comes into effect.

Balance Resets

Set to

The value you enter will be the user's time off balance after the scheduled reset.

For example, you enter 7 days in the Set to field for a reset. The user's time off balance after that reset occurs will be 7 days, whether they had 5 or 10 or 23 days off remaining before the reset.

Carry up to

The user's old time off balance will be their new time off balance after reset, but only up to the value you enter.

For example, you enter 7 days in the Carry up to field for a reset. If the user has 5 days off remaining when that reset occurs, their balance after the reset will be 5 days. If the user has 10 days off remaining before the reset, they will have a balance of 7 days after the reset.

New Policies

Set to

The value you enter will be the new policy's starting balance.

For example, you enter 7 days in the Set to field for a new policy's balance. When that new policy comes into effect, the user's new time off balance will be 7 days, whether they had 5 or 10 or 23 days off remaining in their old policy.

Carry up to

The old policy's end balance will be the new policy's starting balance, but only up to the value you enter.

For example, you enter 7 days in the Carry up to field for a new policy's balance. If the user has 5 days off remaining in their old policy, their balance will be 5 days after the new policy takes effect. If the user has 10 days off remaining, they will have a balance of 7 days after the new policy takes effect.

Previous Balance

The old policy's end balance will be the new policy's starting balance.

For example, you select Previous Balance for a new policy's balance. If the user has 5 days remaining in their old policy, they will have a balance of 5 days in their new policy. If they have 10 days remaining, their new balance will be 10 days.

Refer to Customizing User Time Off Settings in Replicon's online help for more information on configuring time off policies.