What is the ideal situation for a seamless leave year ending process?

On greytHR, you can choose to complete your Leave year-end process in two methods: Automatic or Manual.

However, as an admin, a few tasks need to be completed for the current Leave Year before you initiate the Leave year-end process. 

1. You need to make sure there is no leave request pending for approval. This is to ensure all employee Leaves are taken into consideration for the leave year-end activity.
2. If required, make changes to the current leave policy with respect to the number of days to be lapsed, encashed or carried forward.
3. Finally, complete your leave year-end process through Automatic or Manual Leave Year End process (if you have selected automatic leave year-end process, now it’s time for you to relax. Leave year-end process on greytHR will happen automatically on the date set by you).

Related Links:

• Product Update - To read the product updates related to leave year end, click here.
• Videos:
  • To watch the video on automatic leave year end process, click here.
  • To watch the video on manual leave year end process, click here.