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This page will help you configure a new leave accounting year and transfer leaves to the next financial year.
Also, you will learn how to update the holiday list for the next year. Shown below are steps for the same.
Admin credentials
User rights
Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.
Once we transfer the leave calendar year then we will not be able to make further changes to last year's leave calendar.
Before beginning, please ensure that the leaves for the current financial year have been cleared so that you can run the year-end processing.
Before doing yearly transfer, make sure all the leaves of previous year are approved or rejected. Please check the leave configuration settings ( Leave carry forward and default leave opening balance). Also kindly download leave summary for your reference. Path: Analytics> Reports. Leave> Report wizard.
For your reference, kindly download the Leave Summary Report from the following path: 'Analytics' > 'Reports' > 'Leave' > 'Report Wizard'.
Alternately, you can also search for 'Report Wizard' on smHRt searcHR.
Step 1: Go to 'Leave'
Step 2: Select 'Utilities' > 'Yearly Transfer'.
Step 3: Select the button 'Yearly Transfer'.
Note: Before doing the leave transfer check the below points
3. Check if all employee leave/on duty/Regularization is approved/rejected by manager for the current leave year, the same pending entries will not be viewed in transfer leave year
Step 1: Go to 'Leave'
Step 2: Select 'Import' > 'Leave Opening'. You can select the correctly formatted excel file by selecting the 'Upload' icon shown below.
Step 3: Fill in the required details and select 'Upload' and then select 'Save Settings'.
How to update the leave balance manually:
Step 1: Go to 'Leave'
Step 2: Select 'Transaction' > 'Leave Opening'.
Step 3: Select the required fields and search for the employee to view and update the leave details for.
How to update the holiday list:
Step 1: Go to 'Settings'
Step 2: Select 'Leave' > 'Holiday'. You can either upload the holiday list in the required format or enter each individual holiday manually using buttons as shown below.
1. Check if the leave for all the leave type under leave configuration
2. Check the employee for all leave type and employee categories
Note: If you are unable to configure leaves for the next financial year, kindly contact us at
How to configure a new leave accounting year and transfer leaves along with balance into new financial year?
