Initialization of the leave policy is important in the new year. This signifies the end of the year and brings forward unutilized Annual Leave to a new-year entitlement. Please follow the steps below to initialize:
Go to the Leave module, click Process Leave, and click Initialise.
Select Leave Policy, select the year 2026, and click Next.
Select All and click Next.
Select employees and click Confirm.
All leave records that have been successfully initialized will be shown on Process Leave.
Remember to do a global recalculate of your Annual Leave if you initialize before your new leave cycle starts, e.g., 1 January 2026.
The system will copy the new year entitlement into ePortal the next day automatically, but you can manually copy this now.
. Watch our video on how to initialise leave entitlement.