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'''Question :''' How to maintain Carry Forward Leave without using Excel template?
'''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>Answer :</b></u>
1) Go to <span style='color:red'>ToolsHuman Resource > ExcelLeave Management > Leave Balance Import</span> (as in Figure 1)
[[File:Carry forwardCF leave1.png]]
<p><u>Figure 1</u></p>
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.
52) Click onSelect <span style='color:red'> UploadEmployee E-0001 > Edit</span> (as in Figure 2)▼[[File:Carry forward leave2.png]] ▼
▲[[File: Carry forwardCF leave2.png]]
<p><u>Figure 2</u></p>
The templates will be downloaded.
[[File:Carry forward leave3.png]] ▼
3) Example: Employee E-0001 has 5 days of carry forward leave for Annual Leave.
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.
Set : title as AL, column BF key in as 5, then Save (as in Figure 3)
[[File:Carry forward leave4.png]]
▲[[File: Carry forwardCF leave3.png]]
<p><u>Figure 3</u></p>
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.
[[File:Carry forward leave5.png]]
74) You may preview the Leave Balance Report . Theto CFsee if BF leave is updated. (as in Figure 4)▼
[[File:CarryCF forward leave6leave4.png]]
<p><u>Figure 4</u></p>
▲5) Click on <span style='color:red'>Upload</span>
[[File:Carry forward leave7.png]]
Prepared by ChenOng 200413, Azirah 200414, P200423
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/>
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 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
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