Processing Leave Encashment Upon Employee Resignation

Pre-Setup Checklist

Before you start processing leave encashment for a resigning employee, make sure the following configurations are in place:

• The leave setting is set to Prorated.
• Unused leave options are set to one of these choices:
  • Encashment
  • Carry Forward
  • Allow Carry Forward and Encashment
• Payroll of the month has been created.

1. Go to the staff profile and select Career Progression. Click "Add Progression."

2. Select Off-Board as the Progression Type, enter the Employment End Date along with any other required details, then click "Next."

3. The Leave Encashment Details will be displayed and automatically calculated based on your leave settings. You can adjust the Days Encashed total if needed. The Remaining Days column will update automatically.

4. Click the "Process Leave Encashment" button to include the unused leave in the payroll. Choose the month and payroll run for synchronization, then click "Create Progression."

After following these steps, the payroll for the month will reflect the number of days encashed during the employee’s offboarding process.

Check out this guide for instructions on managing processed leave encashment that has been synced: Syncing Leave Encashment with Payroll