What's covered in this guide?
Set your default leave year start date
To make sure your leave year start date is set, navigate to Settings > All Settings:
Select Leave > View all leave settings:
Scroll down to Leave Year Start Date and set:
Set multiple leave year start dates
Manage multiple leave years by setting a leave year start date for individual employees directly within their profile.
First, enable Leave Years within Feature Management:
Next, navigate to an employee profile > Leave Requests > Leave Balances. Configure the month and day and select Submit:
Important:
You will first need to set a default leave year start date for your organisation before setting an individual leave year start date for an employee. Learn how to do so here.
It's recommended to configure all individual leave year start dates for staff prior to importing leave balances.
View an employee's leave year start date
Employee leave balances can be seen within an employee profile. Navigate to an employee profile > Leave Requests > Leave Balances. You can view the Leave Balance Period which will show the employee's leave year start date:
You can also view additional leave information related to the employee, such as:
Leave Type
Starting Balance
Current Balance
Accrual Rate
Apply leave year start date to balances
Once you have set a leave year start date for an individual employee, you can recalculate their leave balance against the leave year start date.
Navigate to an employee profile and select Recalculate Leave. Enter the employee's starting balance in Starting Balance then select Recalculate Leave:
FAQs and Troubleshooting
FAQs and Troubleshooting
Why can't set an individual leave year start date for an employee even though I've enabled 'Leave Years'?
If you're unable to see or set an individual leave year for an employee within their profile after you've enabled 'Leave Years' within Feature Management, you may need to generate your leave balance report again.
To do so, navigate to Reports > Leave Balance Report:
Review or set your organisation's default leave year start date, then scroll to the bottom to hit Generate Report:
