Opening balances and adjustments
Moving from another system? Import opening balances with bulk import. Single changes go through Adjustments with a reason; every change is recorded in the person's leave history and the audit log.
Closing the year
- Open year end for the policy's current year.
- Preview: carry-forward, encashment and lapse for every person.
- Commit. It is refused while requests are still pending (the error links to them) and before the year is over, unless you confirm closing early.
- Made a mistake? Roll back the year end.
Year-end encashment is priced and paid through payroll.
Reports
| Report | Shows |
|---|---|
| Balances, availed, no-leave | Who has what, who took what, who has taken none |
| Liability | Encashable days and their value in rupees |
| LOP | Unpaid days per person for a month, for payroll |