You can transfer any unused leave of your staff from the current year to the next year. This is done through the Transfer Leave Balance feature. Usually, we will do this at the end of the year.
The steps to transferring the leave are:
Step 1: Click on
Step 2: Click on
Step 3: Click on
Step 4: The system will show you the date range of the leave transfer.
Step 5: Select the methods in which you wish to calculate the days of leave balance to transfer to the following year.
Step 6: Select the options of how you wish to treat transferred leave and forfeited leave at
No grace period - Add the transferred leave to the opening balance of the following year.
Set a grace period, which the forfeited leave balance must be consumed. This is best explained using a scenario. For example, a staff has a leave balance of 10 days but the company's policy allows staff to transfer only 7 days. For this staff, he will have 3 days of forfeited leave (10 days -7 days = 3 days). The forfeited leave (3 days) will be transferred to a new leave type called Annual (Bought Forward). The staff needs to fully use up the leave in Annual (Brought forward) first before they can touch their annual leave.
If the staff did not take the eleave by the expiry date, the system will consider the staff had forfeited the leave.
Set a grace period, which the transferred leave balance must be consumed. Using the same example, a staff has a leave balance of 10 days but the company's policy allows staff to transfer only 7 days. If this option is chosen, the system will transfer the 7 days into the Annual (Brought Forward) leave type. The 3 days will be considered as forfeited and will be taken into consideration.
Step 7: Click onto start the leave balance transfer.