This knowledge base is to guide the company who wants to migrate from Basic Leave to Pro and start the Leave Pro system from scratch.
-Ensure you have turned ON the leave type(Annual Leave & Medical Leave) that you want to apply the migration from basic leave to pro.
-If you turned OFF the leave type, for example, Medical Leave, we wouldn't clone the Medical Leave request to leave pro & reset the Medical Leave balance and delete existing Medical Leave requestes applied using the leave pro.
How to go to Leave Types Management?
Leave Pro > Go to Leave Pro settings screen > Choose "Leave Types Management" to manage your company's available leave type.
Home screen > Tap on the menu "Leave" > Enter Leave's home screen
-Tap "Migrate To Leave (Pro)" to proceed. It shows a list of basic leave applications that would migrate to Leave Pro. You may scroll down to check the list.
-The list returned
- is only applied to the Annual Leave and Medical Leave
- is based on the availability of leave type in Leave Pro. Let's say if you have turned OFF the Medical Leave, then Medical Leave wouldn't appear on the list.
- If you did the migration previously, you wish to do it again, the list would only retrieve basic leave requests that haven't migrated yet.
Let's say on 15 Jun 2020, you have migrated 10 basic leave applications to leave pro. But some employees may not be noticed the company has switched to the Leave Pro. They continue to submit leave requests using the basic leave application form. So HR wants to run the 2nd migration to clone all leave requests submitted after 1st migration.
Make sure the option "Retain existing leave pro application" was SELECTED.
After confirming everything, you may proceed with the migration.