> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QRG Payee Leave Transfer

## Purpose

The purpose of this quick reference guide is to step through the process of Payee Leave Transfer. The
intended audience for this document are Standard Users.

## Steps

### **Navigate to the Payee Leave Transfer**

To transfer a Payee’s Leave Balance to a new Payee Leave Rule, follow these steps:

1. Go to the **Payee** record.
   1. To identify a Payee record from an Employee record, enter the Employee name into the **Global Search**. (See Figure 1)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=a956bcfa236411c587759d82108f9d3e)

2. Select the **Employee** record from the suggestions provided.
3. Open the **Related** tab.
4. Identify the **Payee** record(s).
5. Select the **Payee** record. (See Figure 2)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-0-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=d09e126195d714293ceaa82fe114d11d)

2. Within the Payee record, navigate to the **Leave** tab. (See Figure 3)
3. Click on the **Transfer** sub-tab.

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=7463ab15de7905072f7f15d84e827710)

### **Payee Leave Transfer - To a new Payee Leave Rule**

1. To transfer a Leave Balance from one Payee Leave Rule to a new Payee Leave Rule, populate the
   following required fields to provide the base details of the Leave Transfer:
   1. Select a Payee Leave Rule in the **From Payee Leave Rule** field that you need to transfer the Leave balance from (See Figure 4).
   2. The Balance field will populate automatically with the current available balance. You can manually override the **Balance** value if not all of the balance should be transferred.
   3. Select New Payee Leave Rule option under the **To Payee Leave Rule** picklist.
   4. Upon selecting the New Payee Leave Rule option, a new field named **New Leave Rule** will appear in the right hand side column. Select a Leave Rule from the picklist values available.
   5. Enter the **Effective Date**, which will become the Effective Date for the New Payee Leave Rule.
   6. Enter the **Expiry Date** for the Old Payee Leave Rule (if the old Payee Leave Rule needs to be expired) and click **Save**.

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-1-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=6953bc952998a2de2e9a7ec2f3272bcf)

2. A popup message indicating that the process to transfer the Payee Leave Balance was successful will be displayed. (See Figure 5)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-2-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=968dc6a94ef1fa83b8e1030b97e565a2)

3. To check the transferred Leave Balance, click on the **Events** sub-tab under the Leave tab. (See Figure 6)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/6.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=5a2ade6721afdcc6cb793050c4435068)

4. Click on the new **Payee Leave Event** records with the Effective Date that you entered during the
   transfer. (See Figure 7)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-2-6.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=9b974ab7a2c36c7cd71f7fcf3efc8580)

5. Two Payee Leave Event records have been created with the Record Type of Leave Credit, which
   need to be processed within a Pay Batch for the transfers to be completed. (See Figures 8 and 9)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-3-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=cdac0d8d99f38f49b6faa98db1bd4a31)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-3-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=29d3a3c4579d7c0fc23dadb2ecec4d14)

> [!WARNING]
>
> On the Leave Event which gets created to credit the balance transfer to the new Payee
> Leave Rule, the Start Date and End Date fields will be the Transfer Date. On the Leave
> Event which gets created to debit the balance transfer from the original Payee Leave
> Rule, the Start Date and End Date will be the Transfer Date -1.

### **Payee Leave Transfer - To an existing Payee Leave Rule**

1. Go to the **Payee** object, **Leave** tab and then the **Transfer** sub-tab using the steps outlined on the first page.
2. To transfer a Leave Balance from one Payee Leave Rule to an existing Payee Leave Rule, populate the following required fields to provide the base details of the Leave Transfer:
   1. Select a Payee Leave Rule in the **From Payee Leave Rule** field that you need to transfer the Leave balance from. (See Figure 4)
   2. The Balance field will populate automatically with the current available balance. You can manually override the **Balance** value if not all of the balance should be transferred.
   3. Select a Payee Leave Rule in the **To Payee Leave Rule** field that this Balance should be transferred to.
   4. Enter the **Transfer Date** for the balances to be processed in a Pay Batch.
   5. Enter the **Expiry Date** (if the From Payee Leave Rule needs to be expired) and click **Save**.

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-4-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=477ee3dc94f11e341ba09f6f63980c22)

3. A popup message indicating that the process to transfer the Payee Leave Balance was successful
   will be displayed. (See Figure 5)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-5-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=a05f461032332bfc1ff9ba33a64a1862)

5. Click on the new **Payee Leave Event** records with the Effective Date that you entered during the
   transfer. (See Figure 7)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-5-6.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=695e7b77268e79d2d6c7895f80be123e)

6. Two Payee Leave Event records have been created with the Record Type of Leave Credit, which
   need to be processed within a Pay Batch for the transfers to be completed. (See Figures 8 and 9)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-6-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=096ece50e1626f0c9d679b3c8b685bb2)

![Screenshot from QRG Payee Leave Transfer](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-transfer/qrg-payee-leave-transfer-pdf-6-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=8032036a8c79dd9d150da43453f6abde)

> [!WARNING]
>
> On the Leave Event which gets created to credit the balance transfer to the existing
> Payee Leave Rule, the Start Date and End Date fields will be the Transfer Date. On the
> Leave Event which gets created to debit the balance transfer from the original Payee
> Leave Rule, the Start Date and End Date will be the Transfer Date -1.

## Field Descriptions

No field descriptions are required for this QRG document.

## Further Information

| Document | Document Type | Description |
| - | - | - |
| Quick Reference Guide Index - Leave | Index | An index document that lists and provides links to all Quick Reference Guides relating to Leave |
| Leave Setup and Processing - Key Information | Information Quick Reference | Outlines useful information relevant to Leave within 2cloudnine Payroll. The document includes definitions, prerequisites, and other non-instructional information relating to Leave. This includes details on creation and management of Leave Rules, Payee Leave Rules, and Leave Templates, along with the taking of Leave Events, Accruals, etc. |
| QRG Setup Payee Leave Rules | Task Instructions | How to create Payee Leave Rules |
| QRG Payee Leave Forecast | Task Instructions | How to forecast a Leave Balance to a defined future date. |