Cloud Payroll - Leave : How to maintain Carry Forward Leave

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Revision as of 02:56, 29 January 2019 by LaySwan (talk | contribs)
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Question : Employee 001 has 5 days leave balance in Year 2017 and want to bring forward to Year 2018. How can I maintain the carry forward leave for employee?


Answer :

1) Go to Tools > Excel Import

Carry forward leave1.png


2) In the Excel Import, click on Templates, and choose for CF Leave to download.

Carry forward leave2.png


The templates will be downloaded.

Carry forward leave3.png


3) Open it and maintain the details for Employee Code, Leave Type Code, Year, CF Days and then Save the templates.

Carry forward leave4.png


4) Again back to Tools > Excel Import, in Upload page, click on Select File to browse your templates or you may drag and drop your file directly.


Carry forward leave5.png


Carry forward leave6.png


5) Click on Upload

Carry forward leave7.png


6) You may check the details, if anything to edit, then select the employee and click on Edit.

You may add another employee CF leave by click on Add.

If confirm all correct, then click on Save All.

Carry forward leave8.png


Carry forward leave9.png


7) You may preview the Leave Balance Report. The CF leave is updated.

Carry forward leave10.png


By : Lay Swan 181018, P181102



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