Add leave balances to employees
Leave balances are the remaining days for each leave category for a given employee. To view leave submitted:
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Click on ‘Leave’ on the MAIN Menu.
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Select ‘Leave Requests'
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Click on the option of leaves you wish to view(Submitted, approved, active, disapproved,attended,all)
To view Leave Balances.
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Click on ‘Leaves’ on the MAIN Menu.
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Select ‘Leave Requests’
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Click the button ‘Leave settings’ on the top right corner of your page.
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Click on Leave Balances.
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Click on the green (+) button beside the employee's name to expand and view the balances of all assigned leave.
How to add a leave balance to an employee
An employee can only apply for a leave already granted to him/her in terms of a leave balance. A leave balance constitutes a leave category with a defined number of days an employee is entitled to.
To add a leave balance:
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Click on ‘Leaves’ on the MAIN Menu.
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Select ‘Leave Requests’
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Click the button ‘Leave settings’ on the top right corner of your page.
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Click on Leave Balances.
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Click on 'Assign Leave Policy'.
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Select Employee.
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Select the Policy.
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Enter the number of days
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Enter days brought forward (from the previous year) in the case of Annual Leave.
You can assign leave balances in bulk
- Click Bulk Import.
- Click on the ''Download data template''.
- Fill the excel template(Leave category codes in sheet 2 of the Excel).
- Browse the file to upload.
- Click "Import".