2.2 Leave Balance Adjustment

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?

  1. Download the Leave Entry Upload File template file as per attached or download at Leave -> Main -> Utility -> Leave Data Migration.
  2. Click on Download Sample Leave Entry Excel Format button.
  3. Open with Excel (default) format for Microsoft Excel 2003 & above.
  4. Click on Leave Adjustment sheet.
  5. 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:

  1. The adjustment figure will be show at the Adjustment Column at Leave Summary.


 

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