How to Set Restriction on Carry Over Balance in TimeTec Leave
When holidays are approaching, employees will start to look at all the leftover leaves they have over the year. Typically, some companies allow employees to carry specific leaves into the following year, but with restrictions on the carry-over balance. Here, you may set the restrictions and expiry date to the selected carry over leaves.
1. Go to Leave Settings > Leave Policy
2. Select Policy > Edit
3. Select Leave Type > Edit
4. Click on ‘Apply and use leave before’ > Update > Click OK
Remark : This option only shows up when the leave type is carried over with an expiry date.
5. User Leave Setting (Admin View)
i) Allowance tab (Change in the expiry date will recalculate carry over expiry date based on last renewal date).
ii) Balance tab displays the carry over balance with an expiry date based on setting and last renewal.
a) Before renewal
b) After renewal
6. User Leave Setting (User View).
i) Balance (After applied leave).
ii) User leave type view – display carry over balance and expiry date.
i) User Leave Summary
ii)User Leave Balance
Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at firstname.lastname@example.org, we will update it as soon as possible.
How to Amend or Import Carry Over Balance in TimeTec Leave
Introduction Every company has a yearly leave allowance for their employees. This information is important for the employees for their leave planning, especially their leave balance information. TimeTec Leave has automatic leave balance update, ...
TimeTec Leave - How to Configure Accrual Interval in Leave Policy to Allow Monthly Earned Leave Balance
Introduction Some company regulations provide a prorated leave balance from the full yearly entitlement based on staff’s joining date, while others practice prorated calculation earned monthly. However, the monthly earned leave is usually calculated ...
TimeTec Leave - Leave Restriction Enhancement
Introduction Earlier this year, we have enhanced the Leave Restriction features. Previously, the feature only limits the number of users who can request to be on leave on the same day. We have enhanced the feature by adding a new setting which will ...
TimeTec Leave - Using Prorated Leave Balance for New Hire
Introduction Prorated balance is a feature available in both leave policies and length of service accruals, where the number of leave days is divided based on service duration. Take this scenario for an example. If your company's leave policy ...
How to Set Leave Restriction for Single User
Introduction In certain cases and situations, management might face uncontrolled leave application and approval from their staff. Leave management is an important aspect that needs to be carefully taken care of in every organization in order to ...