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 2017 and want to bring forward to Year 2018. How can I maintain the carry forward leave for employee?
'''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?




<u><b>Answer :</b></u>
<u><b>Answer :</b></u>


1) Go to <span style='color:red'>Tools > Excel Import</span>
1) Go to <span style='color:red'>Tools >Options > Excel Import</span>


[[File:Carry forward leave1.png]]
[[File:Carry forward leave1_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.
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 leave2.png]]
[[File:Carry forward leave2_1.png]]




The templates will be downloaded.
The templates will be downloaded.


[[File:Carry forward leave3.png]]
[[File:Carry forward leave3_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.
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 leave4.png]]
[[File:Carry forward leave4_1.png]]




4) Again back to <span style='color:red'>Tools > 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.
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.




[[File:Carry forward leave5.png]]
[[File:Carry forward leave5_1.png]]



⚫
[[File:Carry forward leave6.png]]




5) Click on <span style='color:red'>Upload</span>
5) Click on <span style='color:red'>Upload</span>


[[File:Carry forward leave7.png]]
[[File:Carry forward leave7_1.png]]


⚫
6) You may check the details, edit directly if needed by <span style='color:red'>select the employee</span> and click on <span style='color:red'>Edit</span>. <br/><br/>


⚫
[[File:Carry forward leave8_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 leave9_1.png | 1000px]]




6) You may check the details, if anything to edit, then <span style='color:red'>select the employee</span> and click on <span style='color:red'>Edit</span>. <br/><br/>
If the displayed details are all correct, then click on <span style='color:red'>Import All</span>.
⚫
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 leave8.png]]
[[File:Carry forward leave10_1.png | 1000px]]




⚫
[[File:Carry forward leave9.png]]


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


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[[File:Carry forward leave11_1.png | 1000px]]
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7) You may preview the Leave Balance Report. The CF leave is updated.


⚫
[[File:Carry forward leave10.png]]




By : Lay Swan 181018, P181102
By : Lay Swan 181018, P181102
<p><b>Updated By Azirah 200518, P200519</b></p>




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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