How do I link an employee to a new leave scheme while keeping the previous leave scheme's historical data?
Before making the necessary leave adjustments and linking employees to the new leave scheme that is required, you will need to download the Leave Balances report to view the employee's leave balances on the current leave scheme.
An employee can be linked to a new leave scheme on the Setup screen under the Leave section on their employee record.
Note! If an employee is linked to a new leave scheme in the middle of a cycle, ensure that the Leave Bucket Mapping module (only available on the Premier and Master Payroll editions) has been configured so that leave balances can be automatically transferred from the old scheme to the new scheme. Alternatively, leave adjustments will have to be created to correct the leave balances.
Step 1: Generate the Leave Balances report to view the employee's balances on their current leave scheme.
Navigate > Reports > Reports > Leave > Leave Balances
Step 2: Link the employee to the new leave scheme, by selecting the "+ Leave Scheme" button.
Navigate > Employee > Leave > Setup
Important! Deleting the current leave scheme record will result in the deletion of the employee's historical leave data. Therefore, it is advised not to delete the old record.
Step 3: Create leave adjustments to correct the employee's balances, due to the change in leave schemes.
Related FAQ
Employees can be linked to new schemes on the Bulk Actions screen.
Navigate > Bulk Actions
Step 4: After creating the leave adjustments, regenerate the Leave Balances report to ensure that the leave balances are correct.
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