Update Leave Balances

To update the leave balences, follow the steps below.

  1. Go to App Builder > Employees.

    The Employees page appears.

  2. Scroll down to the Permissions & Settings section.
  3. Click the Leave Settings card.
    Add Leave Typesand Quotas 1
  4. Click the Reset Leave Balances card.
    Update Leaves 5
  5. Click the Download Template link to download the template.
    Update Leaves 2

    A blank excel sheet is downloaded. Refer to the instructions listed in the Supported Formats to upload the data.

  6. Fill in the details in the excel sheet.
    Update Leaves 3
  7. Click Upload File button and select the filled excel sheet.
    Update Leaves 4
  8. Click Import.