Step 10: Adjusting Employee Leave Balance by Excel

Correct B/F leave balance by Leave Adjustment (Import by Batch)

Note 1* Make sure leave entitlement was assigned to the employee before adjustment

Note 2* You can either assign leave entitlement in employee's placement manually or import their leave entitlement by placement excel file

To import a batch of leave adjustments, you need to have a leave balance report to check leave balances as of the calendar year end date, so you don't need to check their leave balances in placements one by one......

• Go to Analytic --> Leave Balance Report 
• Select a group of employees by Organization Code
• Input Leave Type that you want to adjust 
• Let As of Date be the Effective Date/Calendar year end date (May's case: 31 December 2017)

After this report was generated, you will notice Current Balance and Actual Balance were same amounts, which is normal. 

• Calculate the difference between Backstage's Balance and Employee's actual balance(you paste this on excel), and use this difference for leave adjustment
  
  

• Go to Leave Adjustment->Export to export the Leave Adjustment excel template

   

• Paste the amounts of ''Difference for leave adjustment'' on ''AdjustedDays''

   

• Import back this Leave Adjustment excel to Backstage 

   

If you need to check all balances after leave adjustment:

• Go to Analytic --> Leave Balance Report 
• Input year start date for ''As of Date'' 
• Generate the report to check their B/F balances
• Related articles: Adjust B/F leave balance for employee

Next >   Step 11: Importing Payroll Records