⏹️New Leave Accounting Year

How to configure a new leave accounting year and transfer leaves along with balance into new financial year?

Introduction

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.

Pre-requisites:

✔️ Admin credentials

✔️User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Please note-

✔️ 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.

How to transfer leaves to the next financial year:

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

1. Check if the leave carried forward configuration is done for all the leave type under leave configuration

2. Check the employee leave balance is correctly calculated for all leave type and employee categories

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

How to import opening leave balance in bulk:

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.

Note: If you are unable to configure leaves for the next financial year, kindly contact us at [e-mail]