Cloud Payroll - Leave : How to maintain Carry Forward Leave using Excel template: Difference between revisions
Cloud Payroll - Leave : How to maintain Carry Forward Leave using Excel template (view source)
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(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
<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.
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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.
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4)
[[File:Carry forward
[[File:Carry forward leave6.png]]▼
5) Click on <span style='color:red'>Upload</span>
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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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