Annual Leave: Changing the default number of days (leave balance allocation/accrual)

This article demonstrates how to change the annual leave type's default number of day setting.

Note: Default number of days changes will only take effect from the date the leave setting was changed, it will not impact previous leave year cycle balances.

 

Steps:

  1. From the dashboard, Click on Settings.

     

  2. In the settings window, Click the Leave settings.


     

  3. In the leave settings window, Click on Leave types.




     

  4. In the leave types window, Click on the annual leave you want to edit.
    Note that you will see a different list according to what your business has.

     
  5. In the expanded view of the leave type, Click on Edit.

     
  6.  In the edit window for the leave type, Edit the Default leave allowance according to your requirement. Then Save the leave type once changes are done.

    Note:
    For Allowance type "Allocated":
    Leave allowance settings change will not change the allocations that already happened.
    Changes will only impact the next Allocation that will happen. (January 1 of the next year.)

    For Allowance type "Accrued":
    Leave allowance settings change will not change the accruals that already happened.
    Leave allowance setting will take effect only from the next accrual month onwards.



     
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