How do the leave forfeiture options on the Leave Scheme Parameters screen work?
This feature is available on all PaySpace editions.
A leave bucket's forfeiture rules are configured on the Leave Scheme Parameters screen. The four forfeiture rules are defined below.
Navigate > Configuration > Human Resources > Leave Administration > Leave Scheme Parameters
1. Select the Group Join Date radio button for the leave type to expire based on the employee's group join date specified on the Tax Profile screen.
Navigate > Employee > Basic Information > Tax Profile
2. Select the Effective Date that the employee is linked to this scheme radio button for the leave to expire on the date that the employee was linked to the leave scheme on the Leave Setup screen.
Navigate > Employee > Leave > Setup
3. Select a month from the "This month every year" dropdown for the leave to expire in the month before the selected month. The leave expiration can be confirmed on the employee's Leave Balances screen.
Navigate > Employee > Leave > Balances
4. Select the Employment Date radio button for the leave to expire based on the employee's engagement date specified on the Tax Profile screen.
Navigate > Employee > Basic Information > Tax Profile
Important
By system design, the leave days will forfeit a month before the date specified on the Leave Scheme Parameters screen.
For example:
Below setup is specified as this month every year (January).
The leave days will forfeit at the end of December and the new leave cycle will start in January.
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