Update Leave Entitlement

Sometimes, when staff has promotion or your company change the leave policy, you may need to update the staff Leave Entitlement in their Placement profile

◆**Please remember do not change the existing Leave Entitlement setting!!!

Steps to update the Leave Entitlement

• Manually
• Importing

Manually

1. Go to Staff-->Placement --> Leave section
2. Click "Add leave entitlement" and input the information that needs to be updated with the new effective date
   • Effective Date: Effective date of the new entitlement
   • Leave Entitlement: Assign the New Leave Entitlement
   • Starting at period : 0 when counting with service year. Otherwise, specify which period to start with
   • Remark: Any notes you want to mark for your reference
3. Check the leave balance and see if it is correct

Importing

◆**Before updating the leave entitlement batch, we suggest you find some staffs do it manually and check if the leave balance is correct first. As you may need to delete it manually if the leave balance is wrong.

1. Go to Staff->Placement->Export the excel as the template->find the sheet​ "Leave"
   ​
2. Delete other unused excel sheets and the existing records in the sheet "Leave" to avoid any duplication of data, i.e just import the new records
3. Take the existing records as an example and follow the format to input the data
   • column B "AssociateName" can be deleted as the system just recognized the placement number
4. Import the file to the system 
5. Check the leave balance and see if it is correct
   • You can go to Analytic -> Leave ->Leave Balance Report to check the leave balance in once