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.
Since the feature involved high-complexity refactoring of the "Leave Management," please report any gaps, and we will consider them for future development.
As Bianca has said below, the norm here is for carry over to be used by end of first quarter (i.e. end March), however if someone is on Maternity/Adoption Leave for example then carry-over would need to be manually adjusted
all leave must be used by end of 1st quarter, following end of leave year. assume we would still be able to adjust for individual circumstances i.e. maternity leave or long term sick leave.
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.
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:
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?
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?
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.
We have a rule that all carried over leave from the previous year must be used by the end of the first quarter. An automated expiry date will be really helpful to avoid having to remember to do this manually. Thanks
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
As Bianca has said below, the norm here is for carry over to be used by end of first quarter (i.e. end March), however if someone is on Maternity/Adoption Leave for example then carry-over would need to be manually adjusted
all leave must be used by end of 1st quarter, following end of leave year. assume we would still be able to adjust for individual circumstances i.e. maternity leave or long term sick leave.
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.
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:
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?
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?
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.
The current idea matches and existing one: https://theaccessgroup.aha.io/ideas/APHR-I-261
We have a rule that all carried over leave from the previous year must be used by the end of the first quarter. An automated expiry date will be really helpful to avoid having to remember to do this manually. Thanks