Leave Reset Example

Leave Reset Settings

Leave reset settings can be configured as follows:

Go to the "Settings" tab for the selected Leave Type.
In the "Reset Leave" section, configure the following:
1. Leave Balance Reset Date
2. Automatic Leave & Carry Forward Reset
3. Max Carry Forwards Days
4. Carry Forward Reset Date
Each field has the following meaning:
1. Leave Balance Reset Date:
  1. This is the date when the system resets the Leave Allowance Days, Used Leave Days, Leave Balance Days, and Carry Forward Days,
  2. The reset occurs 00:00 on the selected date.
  3. For example, If the Leave Balance Reset Date is set to 1 January, Leave balances reset at 00:00 on 1 January each year.
2. Automatic Leave & Carry Forward Reset:
  1. When the Automatic Leave & Carry Forward Reset checkbox is ticked, the system will automatically reset Leave Balances.
  2. Accumulated Leave Days will be carried forward automatically, based on the configures limits.
  3. If this checkbox is unticked, the admin must reset leave balances manually.
3. Maximum Carry Forward Days:
  1. Defines the maximum number of Leave Days that can be carried forward from the previous year.
  2. Examples:
    - Remaining Leave = 5 Days, Max Carry Forwards Days = 3 Days -> 3 days Carried forward.
    - Remaining Leave = 3 Days, Max Carry Forwards Days = 3 Days -> 3 days Carried forward.
    - Remaining Leave = 2 Days, Max Carry Forwards Days = 3 Days -> 2 days Carried forward.
4. Carry Forward Reset Date:
  1. Determines the cut-off date for using accumulated Carried Forward Leave.
  2. Accumulated Carried Forward Leave resets at 00:00 on the configured date.
  3. For example, if the Carry Forward Reset Date is 31 March, employees can use their accumulated carry forward leave until 30 March. The balance resets at 00:00 on 31 March.
    
    📢Important Note: ByteHR's leave calculation based on years of service is based on an average proportion of the employee's actual years of service.
For Example:
1. Leave Balance Reset Date: 1 January
2. Automatic Leave & Carry Forward Reset enabled
3. Max Carry Forward Days: 3 days
4. Carry Forward Reset Date: 31 March
5. Leave Balance resets automatically on 1 January. Up to 3 days of unused Leaves can be carried forward. Accumulated 3 days of Carried Forward Leaves must be used before 31 March.
If the Leave Balance Reset Date is configured as Join Date:
1. The system resets Leave Balances annually based on each employee's Join Date. Leave Balances reset at 00:00 on the employee's Join Date each year.
2. Remaining Leave Days are carried forward based on the Max Carry Forward Days.
3. Accumulated Carry Forward Leave will expire on the configured Carry Forward Reset Date.
4. Examples:
  1. Remaining Leave Days: 5 Days, Max Carry Forward Days: 3 Days -> Leave Carried Forward: 3 Days.
  2. Remaining Leave Days: 3 Days, Max Carry Forward Days: 3 Days -> Leave Carried Forward: 3 Days.
  3. Remaining Leave Days: 2 Days, Max Carry Forward Days: 3 Days -> Leave Carried Forward: 2 Days.
5. Carry Forward Reset Date:
  
  For example, if an employee joined work on 1 January, they can use their 3 days of accumulated carry forward leave until 30 January, as the system will reset the remaining leave days carried forward at 00:00 on 31 January of each year.