leave year-end process faq
TRANSCRIPT
Leave Year-End FAQ
Frequently Asked Questions
FAQ Reference Slides
What is Leave Year-End Process 3
Why do I need to do the Year-End process? 4
What are the different methods to complete Year-End Process? 5
How do I clear pending leave application? 6 & 7
How do I change the system leave year to 2017? 8
How do I generate year wise summary report & leave balance as on a day report ? 9,10 & 11
How do I add Holiday calendar? 12 & 13
How to I upload holiday calendar using excel importer? 14 & 15
How do I add holiday list based on category? 16
How do I complete leave yearend process manually? 17,18, 19 & 20
How do I grant leave manually for the new year? 21 & 22
What is Leave Year-End Process?
The Leave Year-End is a yearly exercise to perform all leave related activities such as lapses, encashments and
carry forward balances by the end of the current calendar year
Why do I need to do Year-End process?
To CARRY FORWARD /LAPSE or ENCASH all the unused leave for the current leave year
To grant eligible leaves for the new year
To update the organization HOLIDAY CALENDAR for the new year
Different methods to complete Year-End process
1. Auto Year-End Process :- Year-End process will happen automatically based on the date set by you
2. Manual Year-End Process :- You can complete the Year-End activity manually as per your convenience
Steps to follow while doing Year-End Process
Auto Year-End Process Manual Year-End Process
Step 1 : Clear all the pending leave applications ( Slides 6& 7 ) Step 1 : Clear all the pending leave applications ( Slides 6&7)
Step 2 : Set up holiday calendar for the new year ( Slides 12,13,14 &15) Step 2 : Set up holiday calendar for the new year (slides
12,13,14 & 15 )
Step 3 : Auto Year-End will happen on the set date Step 3 : Change the system leave year to 2017 ( Slide 8 )
Step 4 : Grant leave for the new year ( only for the leave type manual
grant option is enabled ( slides 20,21 &22 ) )
Step 4 : Complete the Year-End process manually ( slides 17,18 &19)
Step 5 : Grant leave for the new year ( only for the leave type manual
grant option is enabled ( slides 20,21 &22 ) )
How do I clear pending leave application?
Login to GreytHR application > Go to Leave tab > Admin > Year End Process > Go to pending applications tab > Click on
Remind as Email
Step 1
Step 2
Step 3
Step 4
Step 5
Reminder email will be sent to the
Managers / approver
How do I clear the pending leave application as an admin
Go to Workflow > Monitor > Leave > Open the pending application > Select the option Accept/ Reject / Forward
Step 1Step 2
Step 3
Step 4
How do I change the system leave year to 2017
Go to System settings > Leave > Leave Options > Change the Leave Current Year to 2017 > Save
Step 1
Step 2
Step 3
Step 4
Save Options!
How do I generate Year Wise Summary report?
Go to Reports tab > Reports > Reports Gallery > Search for Year Wise Summary Reports
Step 1Step 2
Step 3 Step 4
Select the Year 2017 > Select the leave type > Select employee type
Step 4
Step 5
Step 6
Step 7
How do I generate Year Wise Summary report?
Go to options tab > Select display category > Select report
output type > Click Save
Step 8
Step 9
Step 10Click Generate >Your Report will get Generated and ready to
download under > Recent Reports.
Step 11
How do I generate leave balance as on a day report?
Go to Reports tab > Reports > Reports Gallery > Search for Leave Balance as on A Day
Step 1Step 2
Step 3 Step 4
Select the Date > Select All employees or
Selected employees
Step 5
Step 6
Click Generate >Your Report will get Generated and ready to
download under > Recent Reports.
How to I create Holiday Calendar? Option 1
Go to Leave > Setup > Holiday List > Holiday list > Add New Holiday > Enter the date > Occasion > Location > Save.
Step 1
Step 2
Step 3 Step 4
Step 5
Step 6
Step 7
How to I create Holiday Calendar? Option 2
Go to Leave > Setup > Holiday List > Holiday Setup > Set the Max Holiday list > Pick the holidays from the master holiday list.
Step 1
Step 2
Step 3Step 4
Step 5
Step 6
How do I upload Holiday Calendar Using excel importer? Option 3
Go employee tab > Admin > Excel Import > Importer type > Holiday List importer > Click import from Excel
Step 1
Step 2
Step 3Step 4
Step 5
Download sample file and update the holiday list > Upload file > follow wizard > Your Holiday list is updated successfully
Step 9
Step 6
Step 8
Step 7
Update Sample File
How do I upload Holiday Calendar Using excel importer? Option 3
How do I add holiday list based on category?
Go System Settings > Leave > Leave Options > Enable “allow holiday to be define based on category” > Select the category >
Save
Step 1Step 6
Step 7
Step 6Step 7
Save Options!
How to do leave Year-End process manually?
Login to GreytHR application > Go to Leave tab > Admin > Year End Process > Go to pending applications tab > Click
on Remind as Email
Step 1
Step 2
Step 3
Step 4
Step 5
Reminder email will be sent to the
Managers / approver
Manual Year-End Process
Go to Year End Policy tab > Select the Leave > Review and Change > Save
Step 6
Step 7
Step 8
Go to Year Manual Process tab > Click Year End Process
Manual Year-End Process
Step 9
Step 10
Manual Year-End Process
Select the Leave Scheme > Select the leave type > Click Process
Step 11
Step 12
Step 14
Year-End process is completed !
How to grant leave for the new year manually?
Select the Leave Scheme > Select the leave type > Click Process > Year-End Process Completed
Step 1
Step 2
Step 3Step 4
How to grant leave for the new year manually?
Select Grant for all employees > Select Periodicity > Period > Leave Scheme > Select the leave Type > Click Grant
Step 5
Step 6
Step 7
Step 7
For more details
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