2.1 Leave Transaction History Entry
Leave transaction history entry is used to migrate leave transaction history for the year. After upload the leave transaction history, it need to process entitlement to reflect the correct balance for all employees. Click here to view on how to process entitlement.
How to migrate the leave transaction history?
- 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 Entry sheet.
- Fill leave transaction history at Leave Entry 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 Date From | Leave Application Date From | Compulsory. Date format in dd/MMM/yyyy. |
| Leave Date To | Leave Application Date To | Compulsory. Date format in dd/MMM/yyyy. |
| Leave Type Code | Leave Type Code | Compulsory. |
| Days Taken | Number of Days Taken | Compulsory. |
| Day Session (AM/PM) | Day Session | Optional. Applicable for half day leave only |
| Remark | Remark | Optional. |
| Reason | Reason | Optional. |
| Is Emergency (Y/N) | Emergency Leave | Optional. Applicable to Annual Leave to indicate it as Emergency Leave. |
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 transactions history into system.
Notes:
2. If the deduct leave balance method is based on current balance, effective date column is important to let the system know which year's balance should be deducted. For example, the user apply leave on 2 January 2012 and he/she submit the applications on December 2011. The leave shall deduct from 2011's balance instead of 2012. In this case, the Effective Date column is use to let the system to know the submission date and the system able to deduct from the balance of the year. (Only applicable to deduction based on current balance.) 3. The "No of Days Taken" will show at Taken Column at Leave Summary. |
Related Articles
Leave Entry
Step 1 , 2 & 3: Leave -> General -> Leave Entry This is where the administrator is able to enter employee's leave, check the history and leave balance. You will see a screen as below. Employee Leave Group Information Display Detail information ...Non Paid Leave Verification Wizard
Leave -> General-> Non Paid Leave Verification Wizard The leave verification wizard allows administrator/verifier to cross check on the unpaid leave records before integrating with data in Payroll process. The Non-Paid Leave Verification Wizard ...5. Leave Entry Migration
Location: Home -> Leave -> Utilities -> Leave Entry Migration Download Sample Click to download sample of leave entry excel format. Upload Choose File to be uploaded and click 'Upload' button to upload file.Leave Batch Entry
Leave Batch Entry allows the user to key in leave adjustment or leave Compulsory entry for a group of employees in batch instead of individual records. Below are the guides on how to key in batch leave adjustment and leave compulsory entry. ...How to Cancel Leave?
Location: Login to ESS > Leave > Leave Cancellation Leave cancellation is a form of application which requires to go through an approval workflow. In other words, employees are required to apply for leave cancellation and only upon approval by the ...