How can admin process leave year end automatically?

Processing the leave year-end automatically means utilizing automated software or systems to manage and handle the tasks associated with the end of the leave year.

To process the Leave Year End (LYE) automatically in greytHR, follow these steps:

1. Clear pending leave applications

2. Update the leave year-end policy

3. Set the automatic leave year-end process date

Clear pending leave applications

Before the automatic LYE process date, clear all pending leave applications to ensure accurate processing.

On the greytHR Admin Home page, under the Leave Year End Process banner, click the Pending Leave Application card. Alternatively, go to Leave and Attendance > Admin > Year End Process.

1. Under the Pending Applications tab, select the checkboxes for the employees whose applications you need to process.

2. Click Accept/Reject as needed. Note: To remind a reviewer, click Remind as Email to send an email notification.

Update leave year-end policy

If any policy changes are needed, make them before the automatic LYE process date. To edit the policy, on the greytHR Admin Home page, under the Leave Year End Process banner, go to Leave and Attendance > Admin > Year End Process.

1. Select the Year End Policy tab.

2. In the Leave Scheme section, select the leave type you want to edit and click Save.

Set the automatic leave year-end process date

On the greytHR Admin Home page, under the Leave Year End Process banner, click the Automate Process option.

1. Select the Automatically starts on option and set the date.
2. Click Submit.
3. When the new leave year starts, greytHR will automatically complete the leave year-end process on the set date.

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