How do I assign leave balance?

• Click on the “Leaves” tab
• Click on the “Leave balances” sub tab
• Click on actions on top right
• Click on “Add Leave Adjustment”
• Select the leave category, employee name, period, balance.
• Click on Save

In bulk

• Click on the “Leaves” tab
• Click on the “Leave balances” sub tab
• Click on actions towards the top right
• Click on “Upload Leave Adjustment”
• Select period and download.
• Downloaded format can be found in Reports>>Import/ Export
• Fill in the balances for multiple employees and save the file
• Repeat step 1,2,3 and 4 to open the Upload Leave Adjustment popup
• Choose the file
• Click on Upload

Update the leave balance adjustment in the excel sheet

Note: If you wish to add or subtract leave balance

For example:

To deduct leave balance, you need to update the excel sheet 'minus & number' (-2)

To add leave balance, you need to update the excel sheet 'number' (2)

Upload the updated excel sheet highlighted in yellow