Adding leave for next fiscal year

Hi There,

For our company, the current fiscal years ends on 31st March 2014. The next fiscal year starts from 1st April 2014. Some of our users have applied for leave for next fiscal year (some leave applications start from 25th Mar and ends on 6th April) but the since the holiday list that is currently assigned to them is for this year, the system doesn't automatically minus weekends. Also users are choosing current fiscal year on leave application and not the next year one for those leave applications that falls in next fiscal year. It seems system doesn't check if the users have selected correct fiscal year while adding the leave based on the dates selected. Also since the next year hasn't started, there aren't any new leave allocated yet so how does system will handle the carry forward when assigning leave for next year? Thanks in advance.

Let me know if you need more information.

Kind regards,
MP



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For now you should create new fiscal year and allocate leave for that fiscal year. You should create holiday list for next fiscal year as well. After that you have to create separate leave application for the two fiscal years.

HR module cleanup is due from long time, we will start that soon. And then we definitely make the design to handle the scenario.

On 31 Jan 2014 15:55, "Mayur Patel" <ma...@gmail.com> wrote:
Hi There,

For our company, the current fiscal years ends on 31st March 2014. The next fiscal year starts from 1st April 2014. Some of our users have applied for leave for next fiscal year (some leave applications start from 25th Mar and ends on 6th April) but the since the holiday list that is currently assigned to them is for this year, the system doesn't automatically minus weekends. Also users are choosing current fiscal year on leave application and not the next year one for those leave applications that falls in next fiscal year. It seems system doesn't check if the users have selected correct fiscal year while adding the leave based on the dates selected. Also since the next year hasn't started, there aren't any new leave allocated yet so how does system will handle the carry forward when assigning leave for next year? Thanks in advance.

Let me know if you need more information.

Kind regards,
MP



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Thanks Nabin for your suggestion. As mentioned in my earlier post we are still in the current fiscal year and our employee may still needs to add leave for this fiscal year and may also want to add leave for next fiscal year. In Employee section, I can only assign one holiday list for employee. Currently we have assigned current holiday list to everyone. I have already created fiscal year and holiday list for next year but in Employee section, only one list can be assigned at time. We may have to handle this on case by case basis at our end.

Kind regards,
MP




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We are making the necessary changes in version 4.0. We are introducing separate "Leave Period"  instead of "Fiscal Year" for Payroll module. There will be facility to add multiple "Holiday List" for an employee based on leave period.

On 04-Feb-2014, at 2:52 PM, Mayur Patel wrote:

Thanks Nabin for your suggestion. As mentioned in my earlier post we are still in the current fiscal year and our employee may still needs to add leave for this fiscal year and may also want to add leave for next fiscal year. In Employee section, I can only assign one holiday list for employee. Currently we have assigned current holiday list to everyone. I have already created fiscal year and holiday list for next year but in Employee section, only one list can be assigned at time. We may have to handle this on case by case basis at our end.

Kind regards,
MP





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