How to Reset Leave Balance

This guide shows you how to turn on the Reset leaves automatically setting so employee leave balances reset on a scheduled date.

Note

When automatic reset is enabled, all employee leave balances are reset to their default values on the date shown in Next reset on. The system updates this date automatically after each reset cycle. Set this to No if you prefer to manage leave balances manually.

1. Go to Leaves → Leave Settings

   In the left sidebar, click Leaves to expand the menu, then click Leaves to open the Leaves management page. Click the Leave Settings tab at the top.

   

2. Enable Reset leaves automatically

   In the Settings section at the top of the page, find Reset leaves automatically and select Yes.

   

3. Set the Next reset on date

   Click the Next reset on field and select the date and time when you want the next leave balance reset to occur.

   Tip

   Set this to the first day of your company’s leave year (e.g., 01 Jan). The system will automatically update this date for the following year after each reset runs.

   

4. Save the settings

   Scroll to the bottom of the page and click Save to apply the changes.