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How to Sign Off Your Leave Data
This article gives the checklist to sign off your Leave data before employees are invited in, and what happens next.
Audience & Scope
Audience: HR and admin teams setting up brioHR for the first time
Module: Leave
Country: Malaysia, Singapore
Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; Steps 1 to 10 completed
This article is part of the Leave data verification series. It follows the Leave Data Verification Guide (PDF).
Sign off and next steps
Confirm everything is ready before employees are invited in. The step numbers refer to How to Verify Your Leave Types, Policies and Configuration (Steps 1 to 5) and How to Verify Leave Approvers, Entitlements and Balances (Steps 6 to 10).
Ready to sign off
| Check | |
|---|---|
| ☐ | All your leave types exist, and every policy under each leave type has been opened and checked (Step 1). |
| ☐ | The General Configuration of each policy is correct: entitlement, eligibility, approval flow, carry forward and booking rules (Step 2). |
| ☐ | Custom Configuration (if any) is set for the right employees on the right policies (Step 3). |
| ☐ | Credit-basis vs fixed entitlement is correct for each leave type (Step 4). |
| ☐ | Every employee is assigned to the correct leave policy (Step 5). |
| ☐ | Approvers are correct, and manager fields on profiles are correct (Step 6). |
| ☐ | Entitlements on employee dashboards are correct (Step 7). |
| ☐ | Leave taken this year, existing credit balances, and carry forward as at 1 January are loaded for every employee (Step 8). |
| ☐ | A sample of balances has been compared with your own records after the leave history migration (Step 8). |
| ☐ | The active unpaid leave formula is confirmed in both Leave and Payroll settings (Step 9). |
| ☐ | A pilot employee and manager have tested a leave request end to end (Step 10). |
What happens next
- Once the checks above are done, treat your leave setup as final before employees are invited in.
- If you find a problem after go-live, tell your IM before changing leave types, because some settings cannot be changed after creation.
- If you have questions, contact your Implementation Manager or brioHR Support.
🔗 Well done!
Your leave setup is in place. With your policies, approvers and opening balances verified, employees can start applying for leave with confidence.
← Previous: Leave Data: What to Look Out For and What to Do If Something Doesn't Match
Back to Leave Data Migration and Verification: Start Here
Ownership
By: Aqilah