Change Leave Policy

21-Oct-2022 · Felix Fung

Why change Leave Policy?

Your company may review the leave policy and would like to

Increase the leave entitlement, Or
Add a long-term extension to the unused AL, Or
Change the original leave forfeiture date

For only one-time leave extension, please take a look at the following page:
Add or "Extend" Forfeiture date to Leave Adjustment

Please remember do not change the existing Leave Entitlement setting!!!

How to change Leave Policy?

Please do not change the existing Leave Entitlement setting!!!

1. Create New Leave Entitlement

Go to Attendance -> Leave Entitlement
Open any one of the existing Leave Entitlement
Click "Copy" to create the new Leave Entitlement by copying that entitlement setting
Input the new Leave Entitlement Code and Name -> Save
Enable the Organization Permission -> Save
Update the Entitled Days and Max Days to B/F by clicking the Period Number
- Details can take a look at the following page: What can be defined in Period?

2. Update the New Leave Entitlement to Placement

Details of updating the New Leave Entitlement to Placement(Manually or Importing), please take a look:
Update Leave Entitlement in Placement

Go to Staff -> Placement -> Leave section
Click "Add leave entitlement" and input the information that needs to be updated with the new Effective Date
Check if the leave balance is correct

(We suggest you find some staff to do it manually and check if the leave balance is correct before updating it in batch. As you may need to delete it manually if the leave balance is wrong)

What's Next?

Check if the leave balance is correct
- You can go to Analytic -> Leave ->Leave Balance Report to check the leave balance in once

In this page