Leave year-end process

Leave Year-End Process (As seen on the webinar)

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.”

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.

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

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”

Complete Year-End Process – Automatic method

OPTION 1

Enter the date when you want the automatic Year-End to happen > Click Submit

How does your home page look if you select – Automatic Method

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

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

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

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

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

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

Automatic Method Step 3: Year-End Process will happen automatically

on the set date

Automatic method Step 4 : Grant Leave for 2017

Go to Leave > Admin > Leave Granter > Click GRANT LEAVE

Automatic method Step 4: Grant Leave for 2017

Grant for all employees > Select Periodicity > Select Period > Select Leave Scheme > Select Leave Type >

Click Grant

Complete Year-End Process – Manual Method

OPTION 2

How does the home screen look if you select – Manual Method

Manual Method Step 1: Clear all the pending leave application

Manual Method Step 2: Set up Holiday calendar for 2017

Manual Method Step 3: Change the leave year in the application

Go to System Settings >Leave>Leave Options >Leave current year > 2017

Manual Method Step 4 : Complete Year-End process

Go to Leave > Admins > Year-End Process > Pending applications

Go to Year-End Policy tab > Select the Leave > Review and Change > Save

Manual Method Step 4 : Complete Year-End process

Go to Year Manual Process tab > Click Year-End Process

Manual Method Step 4 : Complete Year-End process

Select the Leave Scheme > Select the Leave Types > Click Process

Manual Method Step 4 : Complete Year-End process

Year-End process is completed

Manual Method Step 5: Grant leave for the new year*

Complete the Year-End Process – Remind me later

OPTION 3

Admin will get POP UP until he/she completes the Leave Year-End activity !

For any queries, write to us at webinar@greytip.com

For a detailed guide on how to use greytHR, visit our

Help Doc

Thank you