What are the pre-requisites for a seamless leave year ending process?

Created by Product Content Team, Modified on Tue, 12 Mar at 4:57 PM by Product Content Team

greytHR provides two methods to complete the Leave year-end process:

Automatic leave year end process
Manual leave year end process

However, as an admin, a few tasks need to be completed for the current leave year before you initiate the Leave year-end process. Following is the list of tasks:

Ensure there is no leave request pending for approval. This is to make sure all employees leave are taken into consideration for the leave year-end activity.
Edit the current leave policy with respect to the number of days to be lapsed, encashed, or carried forward, if required.
Complete the leave year-end process automatically or manually (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 set date).

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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.