Annual Leave (AL) entitlement can be generated in two ways: based on the current year’s work done or the previous year’s work done. The method you choose will determine how the AL balance is calculated and when the entitlement becomes claimable. Below is an example and the detailed steps for both processes.
Example Scenario
Employee Name: Ah Ming
Date Commence: 01/03/2005
Annual Leave Entitlement: 12 days/year
System Current Month: May 2006
AL Entitlement Based on This Year Work Done
Generate AL entitlement monthly and AL claimable will be included in AL Balance.
The date Commence is needed to generate AL Claimable.
Select This year work done for Annual Leave Entitle based on.
(Classic View) Personnel, Update Leave/Fund Entitled, Select Update Leave/Fund Entitled, click Generate.
OR (Modern View) Employee, more action, Update, Leave/Fund Entitled, Select Update Leave/Fund Entitled, click Generate.
Tick Annual Leave Claimable, Click Generate. (Do this every month).
AL balance will be displayed during 1st/2nd Half Payroll. For our case, it is 5 days.
AL Entitlement Based on Last Year Work Done
Generate AL entitlement once a year, which is based as AL balance.
The date Commence is needed to generate AL Claimable.
Select Last year work done for the Annual Leave Entitle based on.
(Classic View) Personnel, Update Leave/Fund Entitled, Select Update Leave/Fund Entitled, click Generate.
OR (Modern View) Employee, more action, Update, Leave/Fund Entitled, Select Update Leave/Fund Entitled, click Generate.
Tick Annual Leave Entitle, Click Generate.
AL balance will be displayed during 1st/2nd Half Payroll. For our case, it is 10 days.