In this article:
Preparing for the new Leave Year
When approaching the end of a Leave Year, HR Managers may consider reviewing the following to ensure a smooth transition into the new Leave Year. Follow the steps below to ensure your employees have the correct Leave Allowance going into the New Year.
Managing Active Leave Years
You can enable or disable staff to submit requests in any year by managing the Active Leave Years. It is important to ensure you have the correct Leave Years activated.
To enable a Leave Year for all users, head to Leave > Admin & Config > General Settings. Under the Leave Tab go to Active Leave Years.
Tick the box for next year and then Save Changes, this will enable next year for all active users.
Preparing for the new Leave Year
Allowances
Ensure allowances are configured correctly on your Work Profiles.
On the left Panel Go to Leave > Admin & Config > Work Profiles and select your Work Profile, then go to the Default Entitlement section of the Leave Settings tab. Check all allowances on this page are correct.
Take a look at the Allowances section of our Work Profiles guide here.
NOTE: Allowances are allocated within each Leave Year and carry over will only happen on the first day of the new leave year. Requests submitted for the following year will not use the current year's allowance and vice versa. This is the same for accruals - if you have 20 days for this year, but have not accrued any days next year, you will not have enough allowance until carry over has run.
Carry Over
Carry Over occurs automatically at the start of a new Leave Year. Please ensure Carry Over and Carry Over Debt settings are configured correctly as per the above screenshot.
NOTE: If your carry over is not configured at the turn of the Leave Year, you will have to adjust employees' allowance manually.
Public Holidays
Ensure Public Holidays for the new Leave Year have been configured, this is done on the Main Details section of your Work Profiles. Go to Leave > Admin & Config > Work Profiles > Main Details > Configure Public Holidays.
For more information, please see our support article here.
Approve any pending requests
Remind managers to approve requests for the current year before Carry Over is automatically triggered. If requests are approved after Carry Over, the Carry Over amount may be invalid. You can check which requests are in pending state via the Request History page.
In the new Leave Year
Once the new leave year has started, you will want to review the allowances for your staff after the automated Carry Over process has completed. If you need to make a small number of adjustments you can do so by editing an allowance record and making a manual adjustment. Alternatively, adjustments to allowances can be made in bulk via the Bulk Adjust Allowance Tool.
Go to Leave > Admin & Config > Bulk Adjust Allowances.
