Cloud Payroll - Leave : How to maintain Carry Forward Leave without using Excel template: Difference between revisions

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Question : How to maintain Carry Forward Leave without using Excel template?

Answer :

1) Go to Human Resource > Leave Management > Leave Balance (as in Figure 1)

Figure 1

2) Select Employee E-0001 > Edit (as in Figure 2)

Figure 2

3) Example: Employee E-0001 has 5 days of carry forward leave for Annual Leave.

       Set : title as AL, column BF key in as 5, then Save (as in Figure 3)

Figure 3

4) You may preview Leave Balance Report to see if BF leave is updated. (as in Figure 4)

Figure 4

Prepared by ChenOng 200413, Azirah 200414, P200423

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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>
-)	Go to <span style='color:red'>Tools > Excel Import</span>
+)	Go to <span style='color:red'>Human Resource > Leave Management > Leave Balance </span> (as in Figure 1)
-[[File:Carry forward leave1.png]]
+[[File:CF leave1.png]]
+<p><u>Figure 1</u></p>
-)	In the Excel Import, click on <span style='color:red'>Templates</span>, and choose for <span style='color:red'>CF Leave</span> to download.
+)	Select <span style='color:red'>Employee E-0001 > Edit</span> (as in Figure 2)
-[[File:Carry forward leave2.png]]
+[[File:CF leave2.png]]
+<p><u>Figure 2</u></p>
-The templates will be downloaded.
-[[File:Carry forward leave3.png]]
+)	Example: Employee E-0001 has 5 days of carry forward leave for Annual Leave.
-)	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:CF leave3.png]]
+<p><u>Figure 3</u></p>
-)	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]]
+)      You may preview Leave Balance Report to see if BF leave is updated. (as in Figure 4)
-[[File:Carry forward leave6.png]]
+[[File:CF leave4.png]]
+<p><u>Figure 4</u></p>
-)	Click on <span style='color:red'>Upload</span>
-[[File:Carry forward leave7.png]]
+Prepared by ChenOng 200413, Azirah 200414, P200423
-)	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]]
-)	You may preview the Leave Balance Report. The CF leave is updated.
-[[File:Carry forward leave10.png]]
-By : Lay Swan 181018, P181102