How to Enable Next Year Leave Calendar in Advance for Employee to Apply Leave

Modified on Wed, 07 Feb 2024 at 01:05 AM

Kindly be informed that in order to enable employees to apply for leave in next year's calendar, you will need to generate the leave entitlement using the Zero Entitlement method.

Before you begin, make sure the current year entitlement is up to date.

Step 1

Open Setting > Leave > Leave Type > Annual Leave > Entitlements > Add New Entitlement Table > Create a new table for Zero Entitlement like this > Apply to All Available Users.

The Entitle Days is set as 0 and Bring Forward Days should be the maximum amount of Bring Forward according to the company's policy and then put the same amount to the Maximum Balance Days.

Step 2

Go to Priority > Move Zero Entitlement Table to Top Priority.

Step 3

Navigate to Leave (a) > Generate Entitlement (b).

Step 4

Kindly choose Year: Next Year and Month: January in the Generate Entitlement to generate the Next Year Calendar. Do NOT tick Re-calculate previous year.

In this example, the current year is 2022 which means Next Year is 2023.

Step 5

Go back to Setting > Leave > Leave Type > Annual Leave > Priority > Move Zero Entitlement Table to Bottom Priority.

Note: If you implement this approach in December 2023, please ensure to place the Zero Entitlement Table at the bottom of the Priority list on the last day of December 2023. This precaution is taken to avoid early crediting of January 2024 entitlement if an employee requests leave in January. The system recalculates the leave balance based on the currently top-priority Entitlement Table, so this step helps prevent any unintended entitlements.

Step 6

Go to Leave > Leave History > toggle between the current year and next year's leave entitlement. You will be able to verify employees are now able to view BOTH current and next year's leave entitlement.

Take note next year's leave entitlement will be Zero, while the current year's entitlement remains unaffected. Employees will be able to view Brought Forward leave days, if any.

Employees will be able to access next year's entitlement on Employee Self-Service.