2.2 Leave Balance Adjustment
Leave balance adjustment is used to adjust leave balance whereby it just add or minus days from the earn balance. (For example, the staff earn 8 days of Annual Leave (AL) and he/she has utilized 2 days of AL. System administrator may not migration leave history into the system, therefore adjustment need to be done in order to have the correct balance.In this case, -2 of annual leave need input to the system to minus 2 days of AL.)
How to migrate leave balance adjustment?
- Download the Leave Entry Upload File template file as per attached or download at Leave -> Main -> Utility -> Leave Data Migration.
- Click on
Download Sample Leave Entry Excel Format button.
- Open with Excel (default) format for Microsoft Excel 2003 & above.
- Click on Leave Adjustment sheet.
- Fill leave adjustment data at Leave Adjustment sheet. Further explanation for each column as below:
Column Name | Description | Remark |
|---|---|---|
| Emp No | Employee Identified Number | Compulsory. |
| Employee Name | Employee Name | Compulsory. |
| Effective Date | Submission Date | Compulsory. Date format in dd/MMM/yyyy. |
| Leave Type Code | Leave Type Code | Compulsory. Leave type code can refer to Leave Description Setup at Leave -> Setup -> Leave Setup. |
| Days Adjusted | No of Days to be adjusted | Compulsory. If there is a need to deduct days from the balance, Days Adjusted had to input as negative value. For example, the staff have earn 8 days of Annual Leave and 2 days had been taken. Days adjusted had to input as -2 in order for the system to get updated balance which is 6 days of Annual Leave balance. |
| Remark | Remark | Optional. |
| Reason | Reason | Optional. |
6. Save
the migration file as per default Microsoft Excel (*.xls/.xlsx) format.
7. Click on Browse button to search for your saved Leave Entry Upload File.
8. Click on 
Upload button to import the leave balance adjustment into system.
Notes:
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