How to update Leave for New Year?
The system should transfer leave to next year at the end of the year or new beginning of the year.
follow these below-given steps to allow leave for a new year.
**Note: Always generate the leave report for last year before transferring leave to next year
( Report >> Custom report >> Leave >> select department >> Employee name >> Leave Type >> Summary Report / Detail report >> Generate Leave Report
Step 01: Leave >> Leave Entitlement >> Select the Employee Group and Year e.g here 2021 and click the Go button
Step 02: It shows all last year's allowed leave. If you want to allow/entitle the same entitlement of leave to the next year (2022). Click on the COPY LEAVE TO NEXT YEAR button. Then the same entitlement will copy from last year to the next year for those who are under the same leave group.
Step 03: It will show Leave Allowed for 2021 and Leave Allowed for the next year 2022. then Click on the SAVE button to proceed.
Step 04: Select the employee group and Year (2022) then click the GO button.
Step 05: Click on Save
Step 06: Click on the COPY LEAVE TO GROUP'S EMPLOYEES.
Step 07: Employee >> Leave info >> select 2022 >> Enter CYL for annual leave >> press UPDATE
** If there are pending annual leaves from the last year and you want to transfer in the new year, then follow this link: https://help.peoplecentral.co/portal/en/kb/articles/59-how-to-transfer-leaves-to-next-year
Product Version: SMEPayrollTM Version 11
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