To process manual leave year end, perform the following actions:
- Navigate to Feeds > Leave year end banner > click Edit Hyperlink > select No, I prefer to do it manually option. Click Submit to confirm.
- In the Leave Year End Banner, click Perform Leave Year End option to initiate the manual leave year end process.
Note: You must ensure the following before you proceed with year end process:
a) No pending leave requests for approval.
b) If required, make changes to the current leave policy as per the requirements.
- To perform the leave year end, navigate to Leave > Admin > Year End Process.
- Kindly make sure you have completed all the required actions under Pending Applications, Year End Policy, and Manual Process tabs. Click Manual Process tab, and then click Year End Process button.
- Click Click Here hyperlink to change the current leave year to the upcoming leave year. Leave Current Year confirmation pop up appears.
- Click Confirm to confirm the leave current year.
- Select the Leave Scheme from drop-down list.
- Under Leave Types, you can see the available Leave Types for the selected Leave Scheme. Select the required Leave Types check boxes for which leaves need to be granted.
- Click Process button to process the leave year end. You can see the success message Year end processing was successfully carried out.