Process leave year end activities manually

The Year End Process page in the greytHR Admin portal enables you to manually execute the leave year-end process. The leave year end process ensures that all the leave-related activities such as lapses, encashments, and carry forward balances are settled before the next leave year begins. 

You can either opt for an automatic or manual process for executing the leave year end. The page displays the following tabs:

• Pending Application - The tab displays a list of all the pending leave applications. 

• Year End Policy - The tab displays the list of policies associated with the leave year end.

• Manual Process - The tab displays a list of batches you have processed. Each batch contains the list of employees, balance, encashed, lapsed, and closing leave balance details. 

You can perform the following actions on the Year End Process page:

1. Clear pending leave applications.

2. View and edit existing leave year end policy.

3. Process leave year end manually.

4. Delete the leave year-end batches.

To view the Year End Process page, click Leave > Admin > Year End Process.

Clear pending leave applications

To clear pending leave applications, perform the following actions:

1. On the Year End Process page, under the Pending Applications tab, using the Manager filter, customize the list of pending applications.

2. Click Accept/Reject as per the requirements to clear the pending leave application. You can also click Remind as Email button to send the mail to the manager. A Send Reminder Mail pop-up appears.

3. Click Confirm to send the reminder email.

View and edit leave year end policy

To view and edit a leave year end policy, perform the following actions:

1. On the Year End Process page, under the Year End Policy tab, click the required scheme you want to edit. The card expands.

2. Click the Edit icon next to the scheme details. A form appears.

3. In the Maximum limit of leave(s) that can be carried forward text box, enter the required number of days.

4. In the Maximum limit of leave(s) that can be encashed in the text box, enter the required number of leave.

5. In the Maximum limit of leave(s) that can be transferred to another leave type text box, enter the required number of leave.

6. Click the Save button to save the details. 

Process leave year end manually

To process year end manually, perform the following actions:

1. On the Year End Process page, under the Manual Process tab, click Year End Process. A form appears.

2. From the For the year dropdown search box, search the relevant leave year.

3. From the Leave Scheme dropdown list, select the required scheme.

4. Select the Leave types from the column.

5. Click Process to complete manual leave year end process.

Delete the leave year-end batches

To delete the created batches, perform the following actions:

1. On the Year End Process page, under the Manual Process tab, select the batches using the check box.

2. Click the Delete button to delete the selected batch.

Note: You can download a batch by clicking the Download button available next to the required batch. 

For more clarity, you can also watch our video on how to process LYE manually.

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