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How to assign leave policies

A step-by-step guide on how an admin can assign leave policies to employees

Updated over 2 months ago

You can assign leave policies individually or in bulk

How to assign Leave Policies Individually

  • Go to the leave module

  • Click Leave balances

  • Click on the assign policy button

  • Fill in the fields

  • Click on the assign balance button

How bulk assign leave policies

  • Go to the leave module

  • Click Leave balances

  • Click on Bulk import

  • Click to download the data template.

  • Confirm the policy code you need to update on the template on the leave policies section in the system( Leave settings)

  • Update the leave policy code on the leave category code on the template downloaded

  • Go back to bulk import and browse the file that you just updated and upload it on the system.
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