Once you've set up the policy for each leave type e.g. Annual Leave, you can capture past applications one by one, or simply adjust the balance for each person (way faster).
How to view leave balances for my employees?
To view a summary of your employee's leave balances, you'll need to head to Leave > Leave Balances and select the small arrows next to each balance selected:
To view an individual's leave balances in-depth, just click on their name on the leave balance summary page to have a further breakdown view:
How to make individual leave adjustments for each employee?
To change the balance for an individual employee, head to Leave > Leave Balances > Employee Name > Adjust Leave.
Thereafter, scroll down the page and click "Adjust Leave Balance for xxx".
These are the fields that you'll have to key in for each adjustment made for the employee:
Type - Leave Type you'd like to make adjustments for this employee.
Period - Period in which the adjustments will take effect/be made for.
Quantity - Amounts of leave to add/subtract. Use "+" or "-" to denote if the adjustment quantity is an addition or subtraction.
Reason - Key in a reason for the adjustment being made in this field.
Adjustments can be applied to any leave type that is eligible to the person!
Examples:
1) For a scenario where you are setting up leave balances for your employees for the first time.
If an employee has consumed 5 days of annual leave in the current year (2021), you should key in the following under each adjustment field mentioned above:
Type: Annual Leave
Period: 01 Jan 2021 to 31 Dec 2021 (current year)
Quantity: Input "-5.0"
Reason: Adjustments for Year 2021
NOTE: If there is any 'Carried Forward' leave from the previous period of entitlement, any deduction adjustments made will subtract from CF balances first before
deducting from the current year's entitlement.