Prorate leave entitlement for a newly hired employee

Leave > Settings

All employees, even on probation and part-time are normally entitled to annual leaves.

Eligibility 

An employee's leave entitlement depends on how many years of service they have with your company.

If you have a new hire that is joining in the middle of the year and you practice giving leave proration, here's how you can set it up within Swingvy.

Example scenario: 

  • Leave cycle: Fiscal year basis
  • Start month of fiscal year: January 
  • Leave entitlement: 16 days
  • Leave proration formula 

Prorated leave entitlement = (the number of expected months of service in a year / 12 months) * the number of leave entitlement days provided by company)
 
New employee join date: May 1, 2020
Current date: May 15, 2020
Leave entitlement: 16
Prorate: May 2020 until Dec 2020
Employee leave balance: (8 months / 12 months) * 16 days entitlement = 10 days
 

Step 1 - Set leave type cycle basis

By default, Swingvy sets January as a general cycle basis:

help.swingvy.comhcarticle_attachments3600745187943.0_FIscal_year 

Step 2 - Kindly ensure your leave entitlement setting is right, based on the sample scenario, your employee is given 16 days Annual Leave entitlement

Leave > Settings > Annual > Entitlement group settings > ensure it's 16 days

help.swingvy.comhcarticle_attachments3600745188943.0_Entitlement 

Step 3 - Update leave entitlement balance according to the above formula

Employee leave balance: (8 months / 12 months) * 16 days entitlement = 10 days

Under Balance > Select new hired employee name > Select add or subtract > Enter the number of days> Put a remark for future reference

help.swingvy.comhcarticle_attachments360088820834leave_prorate