greytHR Help
Get Started - greytHR Admin Portal
Highlights of the Month - Admin
Employee Lifecycle Management
Performance Management
Payroll Management
Leave Management
đź“„ View employee leave information summary at a glan
đź“„ Grant leave to employees
đź“„ Create a holiday list
đź“„ View leave calendar
đź“„ Manage employee leave details
đź“„ Apply permission (short leave) for an employee
đź“„ Recalculate employees' leave
📄 Override employees’ weekends
📄 Change employee’s working days
đź“„ Consider/Ignore overtime records
đź“„ Add a leave reviewer
đź“„ Process leave year end activities manually
đź“„ Process leave year end activities automatically
Attendance Management
Workflow
Reports
Expense Claim
Assets Management
Integrations with greytHR
DataShare Hub
Know more about greytHR
General Settings
Employee Settings
Payroll Settings
Leave Settings
Attendance Settings
Helpdesk Settings
greytHR Admin portal→
Leave Management

Process leave year end activities automatically

Updated in March- 2024 | Subscribe to watch greytHR how-to video

Leave year end (LYE) marks the end of a specific period when employees' accrued leave is assessed and reset. Processing Leave year end is crucial for accurate leave records, evaluating balances, and preparing for the next year. It helps manage time off, ensure policy compliance, and achieve fair leave distribution.

Automating leave year end simplifies operations, reduces errors, improves communication, and offers comprehensive reporting for efficient leave management. greytHR helps you to automate the leave year end process.

To automate the leave year end process, navigate to the greytHR Home page.
Watch the video for more clarity:

To process the leave year end automatically, you must perform the following steps:

  1. Set the automatic leave year end process date from the banner.

  2. Clear the pending leave applications.

  3. Change the leave year end policy.

Set the automatic leave year end process date

To set the automatic leave year end process date, perform the following actions:

  1. On your greytHR Admin Home page, under the Leave Year End Process banner, click Edit. The Time for Leave Year End Process pop-up appears.

  2. Select option Yes, I would relax and let greytHR do the work. Do it on option.

  3. From the Date dropdown calendar, select the date you prefer the process to be completed automatically.

  4. Click Submit to set the automatic leave year end process date. The Leave year end will be processed automatically on the date you have defined.
    Note: You can change the date of automatic processing up to 24 hours before the scheduled date.

Clear the pending leave applications

You must clear all the pending leave applications before the defined automatic leave year end process date. This will ensure that all the employees are considered for the leave year end process.

To clear the pending leave applications, perform the following actions:

  1. On your greytHR Admin Home page, under the Leave Year End Process banner, click the Pending leave application card. You can also navigate to Leave > Admin > Year End Process. The Year End Process page opens. 

  2. Under the Pending Applications tab, you can view a list of all the leave applications pending approval.

  3. Select the checkboxes of the required employees.

  4. Click Accept/Reject to accept/reject the employees' pending leave application.
    Note: To remind a reviewer to clear the pending applications, click Remind as Email. The Send Reminder Mail pop-up appears. Click Confirm to send a reminder email to the reviewer.

Change the leave year end policy

If you want to change the leave year end policy, you must change the policy before the defined automatic leave year end process date.

To change the leave year end policy, perform the following actions:

  1. On your greytHR Admin Home page, under the Leave Year End Process banner, click the Pending leave application card. You can also navigate to Leave > Admin > Year End Process. The Year End Process page opens.

  2. Under the Year End Policy tab. The Leave Scheme displays the type of leaves available under the selected leave scheme.

  3. Click the Edit icon next to the leave type you want to modify. A form opens.

  4. Make the relevant changes. 

  5. Click Save to modify the selected leave type settings.

Note:

  1. After processing the Leave Year End automatically, if you want to make any changes to your previous year's leave-related information you can click the Roll Back button available on the Leave Overview page. This action deletes the content for all the leave types and reverts the leave balance. But this is not a recommended practice.

  2. To roll back the leave year end, perform the following actions:

    1. Navigate to Leave > Main > Leave Overview.

    2. On the Leave year end banner, click Roll Back. The Roll Back Leave Year End process pop-up appears.

    3. Click Confirm to revert the leave year end process.

      Note: After rolling back ensure to complete the Year End Process again, manually.

Once the leave year end is processed, you must create a new holiday calendar and grant leave for the new leave year.

Other related links:

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.