Cloud Payroll - Leave : How to maintain Carry Forward Leave using Excel template

From AutoCount Resource Center

Question : Employee 001 has 5 days leave balance in Year 2019 and want to bring forward to Year 2020. How can I maintain the carry forward leave for employee?

Answer :

1) Go to Tools >Options > Excel Import

Carry forward leave1 1.png

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

Carry forward leave2 1.png

The templates will be downloaded.

Carry forward leave3 1.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 1.png

4) Back to Tools >Options> 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 1.png

5) Click on Upload

Carry forward leave7 1.png

6) You may check the details, edit directly if needed by select the employee and click on Edit.

Carry forward leave8 1.png

You may add another employee CF leave by click on Add.(if it was not included in the template)

Carry forward leave9 1.png

If the displayed details are all correct, then click on Import All.

Carry forward leave10 1.png

7) Preview the Leave Balance Report. The CF leave is updated.

Carry forward leave11 1.png

By : Lay Swan 181018, P181102

Updated By Azirah 200518, P200519

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