Can I reset leave balances on anniversary dates instead of calendar /fisical year?
Yes, you can reset leave balances based on each employee’s anniversary (joining) date instead of using a fixed calendar or fiscal year. This allows every employee to have their own leave cycle starting from the date they joined the company.
This approach is especially useful for companies that want a more personalized and fair leave system, where each employee’s entitlement is tied to their tenure rather than a shared company-wide date.
Steps to enable anniversary-based reset
- Go to Settings
Open the Settings section where all leave configurations are managed. - Navigate to the Balance Reset section
Access the Balance Reset settings to control when leave balances are refreshed. - Enable the anniversary reset option
Turn on the option that allows leave balances to reset based on each employee’s joining date. - Ensure employee joining dates are set
For this to work correctly, every employee must have a joining date in their profile:- Add it when creating a new employee
- Or update it for existing employees
- Click Save
Save your changes to apply the new reset method.
How to set an employee to reset leave based on their anniversary date
To apply anniversary-based reset for a specific employee, you need to make sure their joining date is set correctly and enable the anniversary option in their profile.
- Go to the Employees list
Open the Employees section where all employee profiles are listed. - Select the employee
Click on the employee you want to update to open their profile page. - Locate the joining date field
In the employee profile, find the Joining Date field, which is used to determine their anniversary. - Set the joining date
Click on the date picker and select the correct year, month, and day the employee joined the company. This date will be used as the basis for their leave reset. - Enable the anniversary reset option
Turn on the toggle under the Anniversary Date field to allow this employee’s leave balance to reset based on their joining date instead of the company-wide reset. - Click Save
Save your changes to apply the update.
What does this mean for employees?
- Each employee will have their own reset date based on when they joined
- Their leave balance will be refreshed on their anniversary, not at the start of the year
- Their leave cycle becomes more personalized and aligned with their employment period
This makes it easier for employees to understand and track their leave based on their own timeline.
When should you use this?
Anniversary-based reset is useful when:
- You want a fair and individualized leave cycle
- Your company hires employees throughout the year
- You prefer not to align everyone to the same calendar or fiscal schedule
By using anniversary-based resets, you create a more flexible and employee-focused leave system, where each person’s leave cycle reflects their journey with the company rather than a fixed global date.