The removal of carry-over allowance can be configured to be removed automatically for all users on a weekly basis on a day of your choosing. However, you may wish to clear the carry-over allowance for a single user, or multiple users on a custom schedule (e.g. Termly). This can be done manually as explained below.
- From the Users screen, select the user(s) for which you want to remove the carry-over allowance. Don’t worry about only having to select those with a balance in their carry-over purse, because if they do not have a balance, they will just be skipped.
- You can use the filters to narrow down the list of users.
- Go to Actions and select Clear carry over.
- Select the purse to remove carry over from and press Clear.
- You will be asked to enter your username and password. Enter your details to continue the process and press Verify.
- The carry-over allowance will be removed for the selected user(s).
Last modified:
29 October 2024
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