How Do I Add Opening Leave Balances When Setting Up A New Employee?

When migrating an employee mid-cycle, you can enter opening balances for annual holidays, sick leave, and alternative holidays so the employee starts with the correct entitlement.

Where to enter the balances

1. Open the new employee wizard or the employee's Leave tab.
2. Enter the opening figures in the labelled fields:
   • Annual holidays: outstanding weeks.
   • Sick leave: outstanding days.
   • Alternative holidays: outstanding days.
3. Save the employee.

How the balances behave

• The opening balances appear as a single grant in the employee's grant schedule, dated at the migration date.
• Future anniversaries continue to add new grants on top of the opening balance.
• Leave taken after migration reduces the balance in the normal way.

Things to check

• Convert balances into the right unit before entering - weeks for annual holidays, days for sick and alternative holidays.
• Set the employee's last anniversary date correctly so the next grant arrives on time.
• If the previous payroll tracked balances in hours, divide by the ordinary hours per day or week before entering.

Opening balances can be edited later from the employee's leave tab if a migration error is found.