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How the leave balances will be affected in case of a change in leave plans?
When a leave plan changes, the leave balances are affected as follows:
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Pro-rata Adjustments
- Leave balances are recalculated based on the time spent under the old and new plans.
- Example: If the new plan starts mid-year, accruals for the previous period will stop, and the new plan rules will apply.
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Carryover and Expiry
- If the old plan allowed carryovers but the new plan does not, the remaining balance might expire.
- The new plan's carryover limits and expiry rules will override the old plan.
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Manual Adjustments
- Admins may need to manually reconcile balances if there are discrepancies due to policy changes.
By ensuring policies are correctly configured, you can minimize errors during the transition.
Please let us know if you find this article helpful.