Okay, how would you set this up such that they don’t expire on 27 July, i.e. still available in future periods?
Hi Michelle,
I managed to setup everything and I get this as well. I don’t need the leave to expire at the end of July. I’ve enabled “carry forward”, maximum carry forward days 40 and expire after 365 days, but I still get all manually allocated days expiring at the end of July 2020.
Please help.
is this bug fixed ?
Hi
can you help me out for leave allocation ?
Try changing the maximum leaves allowed in Leave type. That is how i fixed the issue
I am using V13.x.x.x version of ERPNext. I am newly introducing ERP for all my employees so I want to carry forward previous leaves (leave type is Earned Leave). I manually allocated un used leaves for the year 01-01-2020 - 31-12-2020 (last year) and for this year added leave policy. However I am still not able to carry forward the leaves to this year. I even set the expire carry forward leaves to 365 days. But still no luck. Can ERPNExt experts suggest?
Leave Balance -
(continuation of previous post…2)
- HR-LAL-2021-0025 (Manually Leave allocated for last year 01-01-2020 to 31-12-2020)
(continuation of prev post… 3)
- HR-LAL-2021-0026 (Leave allocated from Leave Policy for this year 01-01-2021 to 31-12-2021
It should have carried forward last year allocated leave (of 15 days) and totalled to 33 leaves for this year.
Appreciate if you can help me out where am I going wrong. I even tried creating a leave period for last year and attached leave allocation via that leave period.
P.S - I do not get/see Grant Button to allocate leaves to all based on leave period and leave policy. So I have to manually allocate all leave types for that leave policy
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@michelle Any inputs why Grant button is not shown/visible? If I allocate leaves manually, it shows the entire allocated leaves instead of showing only earned leaves (pro-rated). I believe, this will work only with Grant and not manual allocation. Any help will be greatly appreciated.
Which version are you using? If you are using v13, check “Leave Policy Assignment” doctype. Grant button will be visible there.
Hello Michelle
I m still facing same issue, Auto monthly leave balance allocation is not working
Hi @Noor_khan, could you please elaborate on your issue? Also post screenshot so we have better context of the issue at hand.
Kindly Check out below link
When you allocate earned leaves, it will show you 0. The leaves get allocated at the end of the month. You should have 1.5 leaves allocated at the end of Jan. Could you try creating a new leave application for maybe feb and check balance for “Casual Leaves”?
Yes I have tried the same thing, but still same issue
Could you please create a new leave application and send the screenshot of the leave balance?
Thanks @michelle I am using v13.x.x-develop. I will try doing that. There is no documentation available for that hence I believe I missed this.
@michelle Thanks a lot for the suggestion. I tried Leave Policy Assignment method but it did not allocate the earned / pro rated leaves. It is 1.5 leaves per month (18 per year). It only carried forward the previous year’s manual allocated leaves but did not calculate for monthly earned leaves.
- Leave Type - Earned Leave (we call it Earned Leave, it’s Privilege leave in ERPNExt) - 18 per year = 1.5 leaves per month
- Manual leave allocation for year 2020 has 15 leaves to be carried forward.
- Leave allocated via Grant Button from Leave Policy Allocation only showed previous year leaves but for this year, it is still 0, it should be 1.5 (Jan month has ended) so it should be 16.5 leaves in the Leave balance. However it is only showing 15 leaves.
Attaching the screenshots. Please advise.
Could you please create a new Leave Application and send me a screenshot of that page?