Is it possible to change my leave year from Calendar Year to Financial Year?

While it is not possible to directly modify the leave year structure from Calendar Year to Financial Year within an existing leave plan, there are scenarios where this transition is necessary. In such cases, a structured approach must be followed to ensure a smooth transition without losing leave balances or impacting employee records.

1. Extract Leave Balances – Generate a report of current leave balances.
2. Create a New Leave Plan – Set up a new policy aligned with the financial year.
3. Migrate Employees – Assign employees to the new plan.
4. Import Leave Balances – Transfer balances to match existing records.

Considerations:

• Leave History Visibility – Ensure past leave records remain accessible.
• Policy Adjustments – Update policies to align with the new cycle.
• Employee Communication – Notify employees about the transition.