 | Published Date: 24 Nov 2008
FAQ No: 0009
What happens to leave during the End of Year? Do I need to create the leave entitlements for everyone at the beginning of the year or does the system do it automatically?
At the end of the year it is normal for staff to have outstanding leave balances. There are mainly two ways of catering for this situation, carrying forward outstanding balances to the next year or paying them off.
The End of Year process will automatically carry forward the outstanding leave balances to the new year as opening entitlements. This applies to all leave types except Sick and Injury Leave.
In the new year, the user has the opportunity to transfer any entitlements brought forward to another leave type. E.g. From OPT (Optional) to ACCU (Accumulated). This can be done through the Convert Leave Codes button in the leave entitlement screen. | |
ACCU would then reflect the leave carried forward while the new year’s entitlements would be created with the code OPT after having converted the balances brought forward to ACCU. If the entitlement for type ACCU already existed, any leave converted from OPT would have been added to the existing entitlement.
 | The new year’s entitlements can be created globally or for a selected group of employees through the Global Leave Entitlement button available in the Leave Entitlements screen |
If you decide to pay off any outstanding leave balances in
the last payroll of the year you must tick the
Pay Off Leave option in the roll setup screen.
This will prompt the system to calculate the value of outstanding leave and pay it off as an adjustment in the specified payroll. | |
 | The leave types which are paid off are those which have been flagged as payable in
the Leave Types file. |
Category: |
End of Year |
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