How can admin perform leave year end manually?

Created by Product Content Team, Modified on Tue, 12 Mar at 4:25 PM by Product Content Team


Processing the leave year-end manually refers to managing and adjusting employee leave balances at the end of a specific period, typically the calendar year, without the use of automated software or systems. 


To perform leave year end (LYE) manually, the admin must perform the following actions:

  1. From the greytHR Admin Home page, you can view the Time for Leave Year End Process 2021 banner.
  2. Select option No, I prefer to do it manually.
  3. Click Submit.
  4. Click Perform Leave Year End. The Leave Overview page opens.
    Alternatively, you can also navigate to Leave > Main > Leave Overview.
  5. A LYE banner displays on the Leave Overview page. On the banner, click Leave year end process is scheduled. Leave Year End pop-up appears.
  6. Click Confirm to process leave year-end.

After processing leave year-end, you can download the following reports on the banner.

  1. Leave year wise summary report
  2. Pending leave employees report

Note: The Leave Year End process does not end here. To complete the remaining LYE process, you must finish the rest of the action items provided on the banner.


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Related Links:

Video:

  • To watch the automatic Leave year end process, click here.
  • To watch the manual Leave year end process, click here.

FAQs - To read more about Leave year end, click here.

Documentation:

  • To read more about automatic Leave year end, click here.
  • To read more about manual Leave year end, click here.

Product Update - To read our product update, click here.

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