Automated Transfer Leave Balance [Express]

Automated Transfer Leave Balance removes the need of the leave administrator to manually do the Transfer Leave Balance of all the unused leave of last year to the new year.

The system will take whatever transfer leave balance setting from the previous year and will automatically apply that to the automated transfer. Note that this feature is only available in the Express version. 

Leave Classic 

Step 1: If you are still using Classic, you can click on the Leave Balance Transfer in Leave Admin

The following screen will appear. 

Step 2: Click on the button and the system will automatically bring you to the Transfer Leave Balance page in Express.

Leave Express

If you are using Leave Express, you can go to Transfer Leave Balance page by doing the following:

Step 1: Click on 

Step 2: Click on . The Transfer Leave Balance page will appear.

Note the following:

a. The Automated Transfer Leave Balance will not happen automatically on the first time. You must do step 3 first then once you have save it,  the system will then automatically execute the transfer accordingly.

b. The system will use the previous year's setting for the transfer.

c. The transfer will automatically happen on the 31st of December.

d. Only Annual Leave will be transferred through this method.

e. If manual transfer has been done before 31st of December, automated transfer will not occur in the account.

Step 3: You must for the first time setup the transfer leave parameter. Subsequently, if you wish to modify the setting, you can do so by clicking on the 

Step 4: Make the changes you want and then click on the 

Step 5: The system will email you whether the transfer has been made successfully. If there are any failure you can see this at the View Leave Transfer History

Step 6: Click on the View leave transfer history as shown. This is found at the bottom of the page.

 Step 7: The Balance Transfer History page will appear. If there are any errors, you may click on the Error log to see.

Step 8: The error log will show you which user you are having issues with, and the reason why the transfer failed.

Some of the common errors that can result in the failure of the transfer are:

1. Entitlement is not set. Go to the Entitlement & Detail page and make the required amendment.

2. Leave grade is not set.  Go to the Entitlement & Detail page and assign the correct grade to the staff

Step 9: Redo the transfer by clicking on the .

Related Article:

1. Entitlement & Detail - https://support.justlogin.com/hc/en-us/articles/360029416031-Administration-Entitlement-Details-Express-