Cloud Payroll - Leave : How to maintain Carry Forward Leave using Excel template: Difference between revisions
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'''Question :''' Employee 001 has 5 days leave balance in Year
<u><b>Answer :</b></u>
1) Go to <span style='color:red'>Tools >Options > Excel Import</span>
[[File:Carry forward
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
The templates will be downloaded.
[[File:Carry forward
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
4)
[[File:Carry forward
[[File:Carry forward leave6.png]]▼
5) Click on <span style='color:red'>Upload</span>
[[File:Carry forward
6) You may check the details, edit directly if needed by <span style='color:red'>
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/>
▲You may <span style='color:red'>add another employee CF leave</span> by click on <span style='color:red'>Add</span>.<br/><br/>
[[File:Carry forward
▲[[File:Carry forward leave9.png]]
▲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>
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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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