AutoCount Resource Center

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

Page Discussion

Cloud Payroll - Leave : How to maintain Carry Forward Leave using Excel template (view source)

Revision as of 02:00, 21 May 2020

176 bytes added ,  4 years ago
no edit summary
(Created page with "'''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? <u><b>An...")
 
No edit summary
 
Line 1:
'''Question :''' Employee 001 has 5 days leave balance in Year 20172019 and want to bring forward to Year 20182020. How can I maintain the carry forward leave for employee?
 
 
<u><b>Answer :</b></u>
 
1) Go to <span style='color:red'>Tools >Options > Excel Import</span>
 
[[File:Carry forward leave1leave1_1.png]]
 
 
2) In the Excel Import, click on <span style='color:red'>Templates</span>, and choose for <span style='color:red'>CF Leave</span> to download.
 
[[File:Carry forward leave2leave2_1.png]]
 
 
The templates will be downloaded.
 
[[File:Carry forward leave3leave3_1.png]]
 
 
3) Open it and maintain the details for <span style='color:red'>Employee Code, Leave Type Code, Year, CF Days</span> and then <span style='color:red'>Save</span> the templates.
 
[[File:Carry forward leave4leave4_1.png]]
 
 
4) Again backBack to <span style='color:red'>Tools >Options> Excel Import</span>, in <span style='color:red'>Upload</span> page, click on <span style='color:red'>Select File</span> to browse your templates or you may drag and drop your file directly.
 
 
[[File:Carry forward leave5leave5_1.png]]
 
 
[[File:Carry forward leave6.png]]▼
 
 
5) Click on <span style='color:red'>Upload</span>
 
[[File:Carry forward leave7leave7_1.png]]
 
 
6) You may check the details, edit directly if needed by <span style='color:red'>addselect anotherthe employee CF leave</span> byand click on <span style='color:red'>AddEdit</span>. <br/><br/>▼
 
 
▲[[File:Carry forward leave6leave8_1.png | 1000px]]
 
 
You may <span style='color:red'>add another employee CF leave</span> by click on <span style='color:red'>Add</span>.(if it was not included in the template)<br/><br/>
 
[[File:Carry forward leave9leave9_1.png | 1000px]]▼
 
 
6) YouIf maythe check thedisplayed details, if anythingare toall editcorrect, then <span style='color:red'>select the employee</span> and click on <span style='color:red'>EditImport All</span>. <br/><br/>
▲You may <span style='color:red'>add another employee CF leave</span> by click on <span style='color:red'>Add</span>.<br/><br/>
If confirm all correct, then click on <span style='color:red'>Save All</span>.
 
[[File:Carry forward leave8leave10_1.png | 1000px]]
 
 
▲[[File:Carry forward leave9.png]]
 
7) You may previewPreview the Leave Balance Report. The CF leave is updated.▼
 
[[File:Carry forward leave10leave11_1.png | 1000px]]▼
▲7) You may preview the Leave Balance Report. The CF leave is updated.
 
▲[[File:Carry forward leave10.png]]
 
 
By : Lay Swan 181018, P181102
<p><b>Updated By Azirah 200518, P200519</b></p>
 
 
Azirah
authors
2,177

edits

Retrieved from "https://wiki.autocountsoft.com/wiki/Special:MobileDiff/15177"