Release Notes - Leave 2.0 Stabilization

Employees can now apply for leaves spanning multiple future years, allowing for better long-term planning. The system will take into account current leave balances, rollover settings, and any negative balance allowances when booking these leaves. Leave bookings for each year will be treated as separate transactions to ensure accuracy and flexibility.

Detailed Leave Calculation Logic:

1. Annual Leave:
   • Current Balance: Calculated as the available balance, adjusted for any Maximum Roll Over Days.
   • Negative Balance: Employees may go into a negative balance, subject to the threshold set in the leave type settings.
   • The system ensures that future leave applications are based on accurate balance calculations, accounting for rollover and negative balance allowances.
2. Sick Leave:
   • Sick leave is calculated annually based on the Maximum Number of Days and any Tiers configured in the leave type settings.
   • The system distinguishes between paid and unpaid sick leave, depending on the leave configuration.
3. Other Leave:
   • Calculations for other types of leave (e.g., maternity leave, study leave or any special leave) are based on the configuration of Maximum Duration and Maximum Occurrences.
   • If no limits are set, the system follows the custom Pay Category script to determine whether the leave is Paid or Unpaid with the total number of days.

Future Leave Requests can be enabled on the leave type settings:

Rollover & Negative Balance Threshold Settings:

Removed the “Spanning of Years” balance donut chart to streamline and enhance the clarity of leave balance displays. Instead, the default leave type donuts will now be used to show leave balances across multiple years. This change provides a more intuitive and consolidated view, ensuring a clearer understanding of leave balances without the need for separate charts.

Previously, the negative balance feature was only available for the “Accrued” leave type. With this enhancement, the negative balance feature is now standardized and available for the “Allocated” leave type as well. This update provides employees with greater flexibility in managing their leave and enhances the system’s ability to calculate future leave requests across multiple years.

New Capability:

• Maximum Negative Balance Threshold: HR Admins can now set a customizable threshold for the maximum negative balance (in days) that employees are allowed to request within a calendar year. This feature allows for more controlled leave management while offering flexibility to employees in need of additional leave.

We have enhanced the system to improve how leave requests are validated, ensuring better compliance with organizational leave policies. Previously, the system only validated “Maximum Duration of Leave” and “Maximum Occurrences” within the current calendar or anniversary year. This caused inconsistencies for leave requests submitted for future dates. With this update, these validations will now apply to all future leave requests, ensuring consistent enforcement of leave rules across the entire leave year.

Key Changes

1. Maximum Duration of Leave:
   • The system now validates the maximum number of days an employee can request for a single leave application for future requests as well.
   • This validation is enforced once per leave year, preventing employees from exceeding the allowed duration for any leave request submitted for current or future dates.
2. Maximum Occurrences:
   • The system now correctly limits the number of leave requests that can be submitted within a leave year for future leave dates.
   • The recurrence of this limit can be configured by months, days, or years, offering greater flexibility and compliance with various organizational leave policies.

Users currently lack a clear historical record of their leave allocations including balances and activities such as requests, approvals, and declines if the business is part of allocated leave type.

Key Changes

• Added buttons labeled “Bookings,” “Allocations,” and “All” to allow for easy navigation through leave data aligned with the accrual system.
• Presents monthly leave allocation data, including annual allocation, rollovers, carryover amounts, and adjustments related to leave requests, approvals, and declines.
• The balances will be updated based on leave activities throughout the year.

Employees should be restricted from applying for unpaid leave when they have available annual leave balance. This ensures businesses can optimize leave management and maintain accurate records of paid time off.

Key Changes

• Introduced a checkbox labeled “Use Annual Leave Balance Before Unpaid Leave” in the leave type settings. This will show when you enable the “Unpaid” leave option.
• When enabled, the system will automatically check the employee’s annual leave balance before allowing unpaid leave. If disabled, employees can apply for unpaid leave without restrictions.