Process to roll over to a new year

by Lee Porter 9. December 2013 16:22

Getting ready for a new leave year is almost automatic but there are a few things to consider:

1. Make sure you have the next year added in the calendars (working year (bank holidays) and Mandatory leave) that your staff use (you can check which ones are in use in Admin > Settings > Work Patterns (dropdown) > Bulk Display).  If it needs to be added just increase the 'Num Periods' e.g. from 4 to 5 to add 1 extra year at the bottom of the page.

NOTE: It's good policy not to add too many years ahead as this restricts how far in the future leave can be booked 

2. You should check the new year contains the correct bank holidays and mandatory leave days.  Add any that aren't there.

3. Leave years will be created for each employee when they book into that particular leave year HOWEVER if you want to add all the years in bulk you can by going to Admin > System Functionality > leave > Leave Cycles > Bulk Process Adjustment (This Year) and Bulk Process Adjustment (Next Year).  The choice of which to choose depends on the current date and which leave years you want to add.  No leave year will be created if it is already created and leave years can always be recreated.

4. With all the leave years bulk added above it allows for manual leave adjustments to be added for each employee to allow for manual carry over and manually added service days.  These can be added to the leave years by going to People > employee name > Leave (dropdown) > Leave Years > 2014.

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