Work out the leave balance remaining after accrual, carry-over and days already booked.
Leave accrues month by month, so the balance mid-year is well below the full annual entitlement. Any excess above the holding cap is forfeited rather than carried, which is what the at-risk line quantifies. Employees plan leave against the annual entitlement rather than the accrued balance, which is how requests get declined and how days get forfeited at year end.
Leave Balance
Balance = accrual per month × months worked + carry-over − days taken, capped at the maximum
Balance = accrual per month × months worked + carry-over − days taken, capped at the maximum Leave accrues month by month, so the balance mid-year is well below the full annual entitlement. Any excess above the holding cap is forfeited rather than carried, which is what the at-risk line quantifies.
Employees plan leave against the annual entitlement rather than the accrued balance, which is how requests get declined and how days get forfeited at year end.
This calculator takes 5 inputs: Days accrued per month, Months worked so far, Days carried over from last year, Days already taken, Maximum days that can be held. The pre-filled defaults are a realistic starting point — replace them with figures from your own environment for a result you can act on.