Add leave balances to employees
Written by Paul Kimani
Leave balances are the remaining days for each leave category for a given employee.
To view leave submitted:
Click on ‘Leave’ on the MAIN Menu.
Select ‘Leave Requests'
Click on the option of leaves you wish to view(Submitted, approved, active, disapproved,attended,all)
To view Leave Balances.
Click on ‘Leaves’ on the MAIN Menu.
Select ‘Leave Balances’
Search employee (To view the leave policies the employee is assigned and the balance.
Filter by country and policy(To view how many employees are assigned the policy and their balance)
How to add a leave balance to an employee
An employee can only apply for leave already granted to him/her in terms of a leave policy and balance. A leave balance constitutes a leave category with a defined number of days an employee is entitled to.
To add a leave balance:
Click on ‘Leaves’ on the MAIN Menu.
Select ‘Balance’
Search employee
Filter by leave policy
Click on the three dots at the far right and select edit
Enter the balance days
Update balance
You can assign leave balances in bulk
Go to leave>>leave balance
Click Bulk Import
Click on Download data template here.
Fill the excel template(Leave category codes in sheet 2 of the Excel).
Browse the file to upload.
Click "Import".