There are instances that a company may want to carry forward leave to next year. In Indigo leave is not added up to the current year leave, but instead will remain referenced for the Leave Year it was allocated in.
So if an employee has remaining leave from the previous year/s this may still be utilised as per priorities you set but then it will check the dates that it may be used in.
If as a payroll user you would want to carry forward such leave, this is what you should do.
Go to Payroll > Leave Setup > Leave Types
From leave types select the Leave Type that you wish to carry forward, edit it by selecting the pencil button and you will enter in the below screen.
Amend the Posting dates to whenever you want to have this leave utilised. Remember that:
- 'Allow post to' is the payroll administrator entering the leave on behalf of the employee
- 'Can Request to' is the employee requesting the leave from portal.
So for example as per below, the payroll administrator can enter the leave himself up until the end of December 2019 (1) and the employee can still request the leave from the portal up to June 2019 (2).
So Indigo is giving you the option to amend up to when the user or the employee can use this leave. Obviously these dates can also be the same as per your company requirements.
Further to this you need also to confirm how the system will behave for the vacation types of the previous year and the current year. By default when you do the switch to the new year (End of Year) the system will change the 'Entitlement with new employment' (3) and 'Pay off on Termination' (4) to 'None'. If company policy is to pay off all the remaining balance for the previous year the 'Pay off on Termination' (4) should be changed to 'Full'.
After this, check also the details for the current year leave where Entitlement with new employment (3) and Pay off on termination (4) should be both Pro-Rata. You may also consult the leave priorities so that you will know how the system will deduct the leave first from.