Leave Module Setup, Annual Leave tab
Leave Module Setup in under System Manager ⇒ HRPro Setup, Leave Module Setup.
Annual Leave Balance
When validating the Annual Leave Balance, based on: the options are either Eligible Balance or Actual Balance. However, the setting "When validating Annual Balance, based on" in Leave Entitlement Class will override this preference.
Annual Leave Entitlement
First Year Annual Leave Entitlement round up to integer (for Calendar Year Entitlement)(Recommend Yes): It is used to determine how the annual leave entitlement for the first year is calculated. When this option is enabled, the system rounds up the calculated leave entitlement to the nearest integer. For example, if the prorated leave entitlement for the first year is calculated to be 12.75 days, it will be rounded up to 13 days. This ensures that employees receive a whole number of leave days. See Why "First Year AL Entitlement round up to integer"?
Annual Leave Future Balance Consider Future Entitlement: Recommended turned on. For detailed usage, refer to 'How HRPro calculates Annual Leave Actual Balance (with Future)'."
Final Payment
Add Annual Leave Balance for Final Payment (Recommend Yes): It is used to determine whether the employee's accrued annual leave balance should be included in their final paycheck. When this option is enabled, any unused annual leave that the employee has accumulated will be monetarily compensated in their final payment. This ensures that employees are paid for any leave they have earned but not taken before their departure.
Add Additional Annual Leave Balance for Final Payment: It is used to determine whether the employee's accrued additional annual leave balance should be included in their final paycheck.
Annual Leave Days round up to an integer for Final Payment (Recommend No): When it is turned on, Annual Leave days on the Final Payment Payroll Batch are rounded up to an integer. If it is turned off, Annual Leave days on the Final Payment Payroll Batch is rounded to the Leave Day Decimal Place defined in Leave Module Setup, General Tab.
Final Payment neglected first 3 months Actual Annual Leave Entitlement every year: See What is "Final Payment neglected first 3 months Actual Annual Leave Entitlement every year"?
Final Payment neglected first 3 months Actual Annual Leave Entitlement for the first year only: See What is "Final Payment neglected first 3 months Actual Annual Leave Entitlement every year"?
Additional Annual Leave Entitlement
The options for Additional Annual Leave Entitlement are similar to those for Annual Leave Entitlement. For more details, refer to the Annual Leave Entitlement panel.
Annual Leave Forfeiture / Additional Annual Leave Forfeiture
Leave Forfeiture show "Forfeit Actual Balance": When it is turned on, the Forfeit Actual Balance button will be shown on Annual Leave Forfeiture and Additional Annual Leave Forfeiture.
Leave Forfeiture show "Forfeit Balance Brought Forward": When it is turned on, the Forfeit Balance Brought Forward button will be shown on Annual Leave Forfeiture and Additional Annual Leave Forfeiture.
Leave Forfeiture show "Forfeit Actual Balance (Remaining)": When it is turned on, the Forfeit Actual Balance (Remaining) button will be shown on Annual Leave Forfeiture and Additional Annual Leave Forfeiture.
Auto Annual Leave Forfeiture
Enable First and Second Auto Annual Leave Forfeiture: When either the "Enable first Auto Annual Leave Forfeiture" or "Enable second Auto Annual Leave Forfeiture" feature is activated, HRPro will check the current Balance Brought Forward (Remaining)* whenever users log into HRPro or the Employee Portal.
Retain Days Options:
Last Year's Entitlement x 2
Last Year's Entitlement ÷ 2
Last Year's Entitlement
1 to 60 days
If the balance* minus the Retain Days is positive, a negative adjustment will be created as of the Last Release Year End Date to make the balance zero (or to the value specified in Retain Days).
Grace Period (days): If defined, the system will wait until the Last Release Year End Date plus the grace period before checking the balance. The grace period is the amount of time before forfeiture occurs, with a maximum value of 254 days.
Generally, if an employee does not use all their annual leave within the given grace period, they will forfeit the unused days. However, if the employee has Retain Days, they can carry over some of their unused leave to the next year. The number of Retain Days determines how many days of unused annual leave can be carried over.
You can enable both the first and second forfeiture to occur twice per year (e.g., leave 5 days as carry forward and forfeit the remaining after 3 months).
To define multiple policies for Auto Annual Leave Forfeiture, you can set up Auto Annual Leave Forfeiture in the Leave Entitlement Class for different Employee Classes.
Balance Brought Forward (Remaining)* - The current leave year brought forward - current year taken
Auto Additional Annual Leave Forfeiture
Auto Additional Annual Leave Forfeiture is for the Additional Annual Leave, see Auto Annual Leave Forfeiture for the explanation.