Leave year-end process FAQ

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


Step 9

Step 10


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

Write to us at [email protected]

For a detailed guide on how to use greytHR, visit our Help Docs Thank you

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Leave year-end process FAQ