Cloud Payroll - Leave : How to maintain Carry Forward Leave using Excel template: Difference between revisions
(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...") |
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'''Question :''' Employee 001 has 5 days leave balance in Year |
'''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? |
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<u><b>Answer :</b></u> |
<u><b>Answer :</b></u> |
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1) Go to <span style='color:red'>Tools > Excel Import</span> |
1) Go to <span style='color:red'>Tools >Options > Excel Import</span> |
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[[File:Carry forward |
[[File:Carry forward leave1_1.png]] |
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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. |
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. |
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[[File:Carry forward |
[[File:Carry forward leave2_1.png]] |
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The templates will be downloaded. |
The templates will be downloaded. |
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[[File:Carry forward |
[[File:Carry forward leave3_1.png]] |
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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. |
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. |
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[[File:Carry forward |
[[File:Carry forward leave4_1.png]] |
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4) |
4) Back 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. |
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[[File:Carry forward |
[[File:Carry forward leave5_1.png]] |
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5) Click on <span style='color:red'>Upload</span> |
5) Click on <span style='color:red'>Upload</span> |
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[[File:Carry forward |
[[File:Carry forward leave7_1.png]] |
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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/> |
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If the displayed details are all correct, then click on <span style='color:red'>Import All</span>. |
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If confirm all correct, then click on <span style='color:red'>Save All</span>. |
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[[File:Carry forward |
[[File:Carry forward leave10_1.png | 1000px]] |
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By : Lay Swan 181018, P181102 |
By : Lay Swan 181018, P181102 |
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<p><b>Updated By Azirah 200518, P200519</b></p> |
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Latest revision as of 02:00, 21 May 2020
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
2) In the Excel Import, click on Templates, and choose for CF Leave to download.
The templates will be downloaded.
3) Open it and maintain the details for Employee Code, Leave Type Code, Year, CF Days and then Save the templates.
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.
5) Click on Upload
6) You may check the details, edit directly if needed by select the employee and click on Edit.
You may add another employee CF leave by click on Add.(if it was not included in the template)
If the displayed details are all correct, then click on Import All.
7) Preview the Leave Balance Report. The CF leave is updated.
By : Lay Swan 181018, P181102
Updated By Azirah 200518, P200519
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