Balance Reset
Balance Reset offers flexibility in managing leave balances by allowing admins to choose a specific month for resetting balances or to reset them based on employees’ anniversaries.
Fixed Date
You can easily choose a specific month for your employees’ balances to reset. For instance, if you select January, all employees’ balances will reset on January 1st. This reset marks the beginning of a new working year and accrual cycle.
Anniversary Date
Leave types can be reset either on a fixed company month (default or custom) or on each employee’s individual anniversary date. To use the anniversary option, enable it in the leave type’s annual reset settings and enter the employee’s joining date in their profile, their balance and working year will then automatically reset each year on that date.
Reset Options
For each leave type, the admin can independently choose how its balance resets: on the company’s default fixed month (January, currently selected), on any other specific month the admin picks, or individually per employee based on their own anniversary date.