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 Requests’
Click the button ‘Leave settings’ on the top right corner of your page.
Click on Leave Balances.
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:
Click on ‘Leaves’ on the MAIN Menu.
Select ‘Leave Requests’
Click the button ‘Leave settings’ on the top right corner of your page.
Click on Leave Balances.
Click on 'Assign Leave Policy'.
Select Employee.
Select the Policy.
Enter the number of days
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".