Introduction

One of the most common questions raised by Leave Administrators is the significance of the Opening Balance and As At Date columns on the Entitlement and Details page. This article will provide you with the answers to this question, taking into consideration the different configuration settings for the Leave Module.

NOTE: The value that will be put under the Opening Balance column depends on the Annual Leave Accrual Policy that is set up.

• Annual Leave Accrual is either Monthly or Daily
  
  
  
  If this is the policy of your account, the Opening Balance should be zero (0).
  
  Exception: For clients who subscribed to JustLogin mid-year and have balance brought forward from the previous year, the remaining brought forward balance can be input under the opening balance column. Once the next year comes, there's no need to input the leaves brought forward as this will be done automatically based on your Leave Balance Transfer settings.
  
  As at date for New joiners should be their Actual joined date (dd/mm format) while for Tenured Employees (joined the previous years) should be 1/1 (dd/mm format) of the current year.
  
  

• Leave Accrual Policy is Calendar Year

  
  

  If this is the policy of your account, the value under Opening balance and As at Date should be:
  A. New Joiners - Prorated leave balance from the join date until December 31^st of the year.
                             As at date – Should be their actual joined date (dd/mm format)
  B. Tenured Employees - If their joined date was last year or the previous years, the Opening Balance value should be equal to the Entitlement of the staff for the year.
  
  Exception: For clients who subscribed to JustLogin mid-year and have balance brought forward from the previous year, the remaining brought forward balance should be added to the entitlement of the staff under the opening balance column. Once the next year comes, there's no need to input the leaves brought forward as this will be done automatically based on your Leave Balance Transfer settings.
  
  As at Date for tenured employees should be 1/1 (dd/mm format)