We suggest you create a ‘Carried Over’ leave policy for the maximum number of days allowable for any team member. Then add a note on their record (in the Employee profile) to record how many days each individual employee may actually have within that maximum allowable. Then simply book the first few ;eave days of the new year to the Carried Over policy and start using the normal leave policy when the employee has taken their allowance.
Hi, would also have a related question
lets say an employee has 20 days per year
each year after the first year he get an additional 1 day till it reaches 25
also if he has days from previous years they can carry a maximum of 5 days but they have to take it until a certain day ie April of next year else they loss it and they stay with the 25 days had
any idea how this can be done
You could create five leave policies – ‘Standard Leave 20 days’ ‘Standard Leave 21 days’ etc and assign a new policy to the employee each each year. It would be a manual process to select and apply the new policy each year but it would do the trick.
For leave carried over we recommend creating a ‘carried over leave’ policy with 5 days leave and booking any leave taken to that before booking leave to the normal policy.