Some businesses follow a fixed leave year (for example, January–December or April–March), while others calculate leave entitlements based on an employee’s employment anniversary.
In an employment anniversary–based leave group, each employee has a unique leave year cycle based on their joining date.
Example
An employee who joined on 10 June 2020 will have a leave year cycle from:
10 June 2024 to 9 June 2025
Since each employee’s leave year differs, it is not practical to generate individual leave balance reports manually. To address this, Yomly provides a dedicated report:
Leave Balance Report – Anniversary
How to Access "Leave Balance Report - Anniversary" Report.
Navigate to Reports → Leave → Leave Balance Report – Anniversary.
- Click Filter, then select Month–Year.
- Choose the furthest future month available.
- Click Apply to apply the filter.
- Click the Download icon and select XLSX format.
Notes
- Always select the furthest future month available.
If you select the current month, leave bookings made for upcoming months will not be reflected in the report.
Report Details
The Report would show
- The employees hire date.
- The Leave year cycle they are in until the month selected
- Total Accrued
- Total Allocation
- Annual leaves booked
- Sick leaves booked
- Unpaid leaves taken
- Leave Balance
Understanding Multiple Leave Cycles
If an employee’s employment anniversary falls within the selected month, you may see two leave cycles in the report, for example:
2024–2025
2025 (up to the selected month)
This is expected behavior and ensures accurate reporting of:
Leave taken in the previous cycle
Leave accrued and booked in the new cycle
Although this may appear confusing at first, it provides a complete and accurate view of leave balances across both periods.
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