Leave year-end rules

The Year-End tab of Leave configuration decides what happens to each employee's unused balance of one leave type at the end of the leave year. Leave groups with Skip year-end process turned on are left out.

Carry forward policy

Field	What it does
Leave carry forward applicable	Unused leave moves to next year's Carried balance. Leave that isn't carried forward, converted or encashed lapses.
Carry forward based on	Whether the limit below is a number of days or a percentage of the unused balance.
Carry forward value	The most days, or the percentage, carried forward.
Carry limit including credit	The most the balance can hold after next year's credit is added to the carried amount.

Balance conversion policy

Field	What it does
Allow leave conversion	Unused leave of this type is converted into another leave type.
Converted as	The leave type it's converted into.

Encashment policy

Field	What it does
Leave encashment applicable	Unused leave can be paid out. Encashment also has to be set up in payroll.
Encashment based on	Whether the limit below is a number of days or a percentage.
Encashment value	The most days, or the percentage, encashed.

Carry forward and encashment adjustments in a leave adjust request are only accepted when these options are on.

Leave request split between years

Leave request split between years controls how a request that runs across the end of the leave year is divided between the two years' balances.

Year-end credit policy

Use these when leave for the coming year is earned from attendance in the year just ended, for example Earned Leave based on days present.

Field	What it does
Leave credit in year-end process	Credit leave as part of the year-end process.
Credit based on previous year attendance	Calculate that credit from last year's attendance.
Minimum present days required	Days present needed to be eligible for any credit.
Include leave type in present count	Leave types that count as present for eligibility.
Include holiday type in present count	Holiday types that count as present for eligibility.
Include leave type for leave credit	Leave types that count as present when calculating the credit.
Include holiday type for leave credit	Holiday types that count as present when calculating the credit.
Leave credit conversion ratio	Present days needed for one day of leave.
Allow monthly round off	Round the credit month by month instead of once for the year.
Round off method	How the credit is rounded.

Yearly credit based on working days or paid days is calculated in the year-end process rather than by the daily credit job.