Setting The Leave Year

Setting The Leave Year

In LeaveWizard the company leave year does not have to be the same as the calendar year and run from 1st January to 31st December although this is the initial setting. As an administrator you can change the company leave year which will be used as the default leave year for all users unless specifically overridden for a user. This can be done on the ‘Company Details‘ page. Select ‘Company Settings’ from ‘Configuration’ on the main menu and navigate to the ‘Leave Year and Types’ section.

Enter the day and month into the ‘Our company leave year starts on’ field. You can enter it directly into the DD/MM box or click the calendar icon to open a calendar popup to enter the date.

If the default leave year needs to be overridden for a specific user then this can be done on their ‘Employee Details‘ page. From the ‘Dashboard’ start typing the name of the user into the ‘Search employee’ box on the sub menu and then select the user from the drop down. On their ‘Employee Details’ page, select the ‘Allowances & Work Pattern’ tab. In the Allowances section, click on the displayed date (MM-DD) of the Allowance Resets On field and enter the required start day and month into the pop-up calendar.

Please note that the year selected on the calendar is not used, only the day and month, to define the leave year start. The default company leave year is also shown below the field entry box. In this example, the company leave year is set to 1st January (01/01) but for this user it has been overridden to be 1st April (04/01).

In the ‘My Allowance’ section of the Employee ‘Dashboard’ the data shown is for their leave year. So, in this example the user will see ‘Allowance and leave from 01.04.2022 to 31.03.2023’ displayed in that section to let them know that their leave year runs from 1st April.