Linking employees to a New Leave Policy

To link employees to a New Leave Policy, on the Employee Detail Tab;

Select                     Employee Tab

Select                     Detail Tab

Select                     Leave Policy

The below screen will be displayed, here you can see the linked Leave Policy highlighted and select the highlighted field on the right to link the employee to a new Leave Policy:

The below screen will be displayed where you can select the Transfer Reason and the new Leave Policy and select Next:

The the below screen will show you the employee whose Leave Policy you are transferring and select Next:

You will then have the option to Transfer Leave Transactions and select Next:

You can now select which Leave Definitions the Leave Balances should be transferred to and select Next:

Now select Finish and you have successfully completed you Leave Policy Transfer