Leave Module Setup, Annual Leave tab

Leave Module Setup in under System Manager ⇒  HRPro Setup, Leave Module Setup.

Annual Leave Balance

You can select When validating Annual Leave Balance, based on Eligible Balance or Actual Balance. However, the setting When validating Annual Balance, based on in Leave Entitlement Class will override this setting.

Annual Leave Entitlement

If Not released Annual Leave Entitlement before the Probation End Date is turned on, the Annual Leave Entitlement before the Probation End Date is zero. Until after the Probation End Date, the entitlement within the Probation Period will be released. 

If Not released Annual Leave Entitlement for the first 3 months of service is turned on, and the Annual Leave Entitlement for the first 3 months of service is zero. Until after 3 months of service, the entitlement within the first 3 months of service will be released. 

For the usage of Annual Leave Future Balance consider Future Entitlement, see How HRPro calculates Annual Leave Actual Balance (with Future)? 

Final Payment

If the Annual Leave Days round up to an integer for Final Payment is turned on, Annual Leave days on the Final Payment Payroll Batch is rounded up to an integer. 

If the Annual Leave Days round up to integer for Final Payment 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. 

See also:

• What is "Final Payment neglected first 3 months Actual Annual Leave Entitlement every year"?

Additional Annual Leave Entitlement

Annual Leave Forfeiture / Additional Annual Leave Forfeiture

If the Leave Forfeiture show "Forfeit Actual Balance" is turned on, the Forfeit Actual Balance button will be shown on Annual Leave Forfeiture and Additional Annual Leave Forfeiture.  

If the Leave Forfeiture show "Forfeit Balance Brought Forward"  is turned on, the Forfeit Balance Brought Forward button will be shown on Annual Leave Forfeiture and Additional Annual Leave Forfeiture. 

If the Leave Forfeiture show "Forfeit Actual Balance (Remaining)" 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

When the “Enable first Auto Annual Leave Forfeiture” or “Enable second Auto Annual Leave Forfeiture” feature is activated, HRPro will check the Annual Leave Balance (Remaining) of every employee’s Last Release Year End Date every time someone logs in to HRPro or Employee Portal. 

The available options for Retain Days are 

• Last Year's Entitlement x 2

• Last Year's Entitlement ÷ 2

• Last Year's Entitlement

• 1 to 60

If the balance less Retain Days is positive, it will create a negative adjustment as of the Last Release Year End date to make the balance zero (or the value in the Retain Days). 

If the Grace Period is defined, the system will wait to check until the date reaches the "Last Release Year End Date" plus the grace period (in days). In other words, the grace period is the length of time before forfeiture occurs.  The maximum value for the Grace Period is 254 days. 

In general, 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 annual leave to the next year. The number of Retain Days an employee has will determine how many days of unused annual leave they can carry over. 

You can enable the first and second to forfeit the balance two times per year.  e.g. leave 5 days as carry forward and forfeit the remaining after 3 months. 

To define more than one policy for Auto Annual Leave Forfeiture, it is possible to define Auto Annual Leave Forfeiture in the Leave Entitlement Class for different Employee Classes. 

Auto Additional Annual Leave Forfeiture

Auto Additional Annual Leave Forfeiture is for the Additional Annual Leave, see Auto Annual Leave Forfeiture for the explanation.