leave year-end process
TRANSCRIPT
![Page 1: Leave year-end process](https://reader031.vdocuments.us/reader031/viewer/2022022203/5877f48a1a28ab20088b81bb/html5/thumbnails/1.jpg)
Leave Year-End Process (As seen on the webinar)
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What is 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.”
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Why do we need Year-End Process?
1. To carry forward, lapse or encash all the unused leaves for the current leave year
2. To update the company holiday calendar for the new year.
3. To grant next set of leaves for the coming year.
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What are the 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 Steps to follow while doing Year-End Process
Auto Year-End Process Manual Year-End Process
Step 1 : Clear all the pending leave applications Step 1 : Clear all the pending leave applications
Step 2 : Set up holiday calendar for the new year Step 2 : Set up holiday calendar for the new year.
Step 3 : Auto Year-End will happen on the set date Step 3 : Change the system leave year to 2017.
Step 4 : Grant leave for the new year ( only for the leave type
manual grant option is enabled
Step 4 : Complete the Year-End process manually.
Step 5 : Grant leave for the new year ( only for the leave type
manual grant option is enabled
Steps to follow while doing Year-End Process
Auto Year-End Process Manual Year-End Process
Step 1 : Clear all the pending leave applications Step 1 : Clear all the pending leave applications
Step 2 : Set up holiday calendar for the new year Step 2 : Set up holiday calendar for the new year.
Step 3 : Auto Year-End will happen on the set date Step 3 : Change the system leave year to 2017.
Step 4 : Grant leave for the new year ( only for the leave type
manual grant option is enabled
Step 4 : Complete the Year-End process manually.
Step 5 : Grant leave for the new year ( only for the leave type
manual grant option is enabled
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How do you complete Year-End Process using greytHR
Step 1: Log in to the greytHR Portal, you will Notice a Banner Popping “Let’s get ready
to Welcome 2017”
Step 2: “Select Any One of the options from the Banner to perform the preferred task”
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Complete Year-End Process – Automatic method
OPTION 1
Enter the date when you want the automatic Year-End to happen > Click Submit
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How does your home page look if you select – Automatic Method
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Automatic method Step1: Clear all pending leave applications
Go to Leave > Admin > Year-End Process> Pending applications
Automated reminder email will sent to the Managers
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Automatic method Step1 : Clear all pending leave applications
As an Admin, go to Workflow > Monitor > Leave > Open the pending application > Select the option Accept/
Reject / Forward
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Automatic method Step 2: Setup Holiday calendar for 2017
Go to Leave > Setup > Holiday List > Click on Add new Holiday > Enter the Date / Occasion and Location > Save
The new Holiday is added to your Holiday list
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Automatic method Step 2: Setup Holiday calendar for 2017
Go to Leave > Setup > Holiday Setup > Select the Holidays
2017
KARNATAKA
Drag & Drop holiday from the Master Holiday list
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Go Employee tab > Admin > Excel Import > Importer type > Holiday List importer > Click import from Excel
Automatic method Step 2: Setup Holiday calendar – Using excel import
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Download sample file and update the holiday list > Upload file > follow wizard > Your Holiday list is updated
successfully
Update Sample File
Automatic method Step 2: Setup Holiday calendar – Using excel import
Your Holiday list is uploaded
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Automatic Method Step 3: Year-End Process will happen automatically
on the set date
![Page 15: Leave year-end process](https://reader031.vdocuments.us/reader031/viewer/2022022203/5877f48a1a28ab20088b81bb/html5/thumbnails/15.jpg)
Automatic method Step 4 : Grant Leave for 2017
Go to Leave > Admin > Leave Granter > Click GRANT LEAVE
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Automatic method Step 4: Grant Leave for 2017
Grant for all employees > Select Periodicity > Select Period > Select Leave Scheme > Select Leave Type >
Click Grant
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Complete Year-End Process – Manual Method
OPTION 2
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How does the home screen look if you select – Manual Method
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Manual Method Step 1: Clear all the pending leave application
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Manual Method Step 2: Set up Holiday calendar for 2017
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Manual Method Step 3: Change the leave year in the application
Go to System Settings >Leave>Leave Options >Leave current year > 2017
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Manual Method Step 4 : Complete Year-End process
Go to Leave > Admins > Year-End Process > Pending applications
![Page 23: Leave year-end process](https://reader031.vdocuments.us/reader031/viewer/2022022203/5877f48a1a28ab20088b81bb/html5/thumbnails/23.jpg)
Go to Year-End Policy tab > Select the Leave > Review and Change > Save
Manual Method Step 4 : Complete Year-End process
![Page 24: Leave year-end process](https://reader031.vdocuments.us/reader031/viewer/2022022203/5877f48a1a28ab20088b81bb/html5/thumbnails/24.jpg)
Go to Year Manual Process tab > Click Year-End Process
Manual Method Step 4 : Complete Year-End process
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Select the Leave Scheme > Select the Leave Types > Click Process
Manual Method Step 4 : Complete Year-End process
Year-End process is completed
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Manual Method Step 5: Grant leave for the new year*
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Complete the Year-End Process – Remind me later
OPTION 3
Admin will get POP UP until he/she completes the Leave Year-End activity !
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