To configure year-end actions for a leave type, go to Payroll Settings and open the Leave Management section.
Choose the leave type you want to edit and navigate to the Year End Actions tab.
If you want to allow employees to receive payout for unused leave, enable Leave encashment is allowed.
- Example: If an employee has 5 unused days at year-end, those 5 days can be paid out instead of being carried forward.
Set how remaining leave should be handled at year-end under the Carry Forward section.
Use the dropdown to choose whether all leaves, a fixed number, or no leaves should be carried forward.
- Example: Selecting Carry forward all moves the entire unused balance to the next leave cycle.
You can choose to carry forward leave to another specific leave type if required.
- Example: Unused Casual Leave can be converted to Earned Leave at year-end.
Set an expiry limit for carried-forward leaves by enabling Carry forward leaves will no longer be available after X days.
- Example: If set to 90 days, any carried-forward leave must be used within 90 days or it will expire.
After configuring all year-end settings, click Update to save your changes.