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

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:

1. 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.
2. Edit the current leave policy with respect to the number of days to be lapsed, encashed, or carried forward, if required.
3. 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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