Having an expiry date for carried over annual leave

Hello everyone,

We are pleased to announce that an enhancement to "Carried Over Annual Leave" feature in People HR.

Expiry Date for Carried Over Annual Leave

This new feature lets Admins set automatic expiry dates for carried-over annual leave, with flexibility for specific months and exceptions for cases like long-term sickness or maternity/paternity leave.

• The release note available here: https://accessgroup.my.site.com/Support/s/article/PeopleHR-Web-release-notes-23-July-2024

• The feature is explained here:

  • https://accessgroup.my.site.com/Support/s/article/PeopleHR-Set-an-expiry-date-for-carried-over-annual-leave

  • https://accessgroup.my.site.com/Support/s/article/PeopleHR-Amend-an-employees-carry-over-expiry-date

• Video version available here:

• https://vimeo.com/986325382/0aae46efea?share=copy

Since the feature involved high-complexity refactoring of the "Leave Management," please report any gaps, and we will consider them for future development.

Best regards,
PeopleHR Product Team

Hello everyone,

Thank you very much for submitting your use cases. It's great to consider all requirements when designing a solution.
We are going to consider implementing the following solution:

Parameter 1: Global Parameter + By Location: End of the Month for next year should suffice 90+ % of cases ( ie. end of March, End of April, end of June, end of December)

Parameter 2: Per employee parameter: this is for treating exceptions (parental leave, sick leave and many other exceptions)

This is how the Global + per location parameter looks like:

This is Per Employee Parameter:


The priority of applying those parameter is:

• Prio 1: Annual Leave carry over by Employee (exact date)

• Pro 2: Annual Leave carry over by Location (end of month next year)

• Pro 3: Annual Leave carry over for the Company (end of month next year)
  
  I hope this suits all use cases discussed here.
  

Thanks again for your contribution!

Cornel.

Hi Cornel,

We allow a maximum of 5 days to be carried over with an expiry of 31st March but I do like the idea of being able to specify the end of a specific month or to make manual changes if policies have to change moving forwards.

Thanks,
April

Hi Cornel

Our holiday year runs Jan - Dec, therefore we would need their carry over to expire on 31/03. However being able to specify end of a specific month would be great in case the policy was to change. Also being able to override this would also be useful e.g parental leave etc.

Thanks

Helen

Hi Cornel

The end of the month as you've described would work well for us. We tend to allow 5 days carried over that have to be used by the end of January. However, as others have mentioned, we do want to allow exceptions so that a manager can override this rule for an individual if necessary due to maternity etc.

Many thanks

Roddy

Hi Cornel

Being able to set a specific date/month would be ideal to fit in with our policy and holiday year which is different to the calendar and tax year.

The ideal option would be to specify end periods for each of our locations, not at a company level, as we are a global company and have different legal requirements in some of our locations.

Having an option to override would be required as there may be individuals (i.e. parental leave) where we would not wish to have a restriction.

Many thanks

Annette

Our standard carry over expiry is end of April so being able to select the month would be very helpful. There are exceptions including ones that need to carry over for longer than 12 months - for example long term sick carry over is up to 18 months and same for leave unable to be taken due to maternity.

Hello all,

We are currently working on finding the best solution to ensure that you won't need to resort to manual workarounds when implementing your policies regarding the expiry date of Carried Over Annual Leave.

To help us better understand your needs, we have a couple of questions:

1. What are the most common scenarios for the expiration of Carried Over Annual Leave? For example, is it typically at the end of the first quarter or the end of the first half of the next year?

2. Are there any exceptions to this rule? For instance, are there cases where Carried Over Annual Leave should expire more than 12 months into the next year?

3. Can you provide any examples where the expiry date should be specified in weeks rather than months?

Our proposed solution involves implementing a new global parameter that can be applied either universally across all locations or customized by location. This parameter will allow you to specify the end of the month for the expiration of Carried Over Annual Leave.

Thank you for your input.
Best Regards,

Cornel.

This would be a very useful tool to have so that HR does not have to scroll each person to see if carried leave has been utilised in the 1st quarter.

This would be a useful in our organisation, we have a cut off to use carried over annual leave, currently we have to run a query, then manually update the excess not utilised by the cut off date.

This would certainly be useful in my organisation. Currently we are manually removing roll-over after cut off date

Great idea! We stipulate carry-over has to be used by a certain date, but in reality if the line managers are not monitoring this, it goes unnoticed, and carries on much longer causing excessive holiday build-up later in the year