Adjusting Leave Record/Balance by Batch

Purpose: Provide admins with the option to manually insert leave records for unique occasions such as when force leave is required during MCO season, or to batch adjust leave entitlements on a one-off day basis.

Step 1

Start by navigating to the left menu and follow steps A-C as shown below to reach the 'Batch Leave Management' screen.

Step 2

After clicking, you will be brought to the screen as shown below, on column (D) you may choose the type of leave record or entitlement you would like to adjust. 

Next, you will need to decide if you would like to adjust the 'Leave Entitlement' (E) or manually insert a leave record using 'Leave History' (F).

Once you have made your selection, proceed to click on 'New Entry'(G).

Step 3A (If 'Leave History' is selected)

After selecting 'New Entry' (G), a drawer will appear from the right as shown in the screen below.

Start by choosing the intended Leave Type (H) you would like to add, followed by choosing if this will be a normal leave record or to consider it as a 'Normal' / 'Unplanned'(I).

Next, select the leave period (J). You may include a reason (K) & remark (L) for this entry.

When you are ready, click 'Next' (M) to proceed to the next step.

Step 3B (If Leave Entitlement is selected)

After selecting 'New Entry' (G), a drawer will appear from the right as shown in the screen below.

Start by choosing the intended Leave Type (H) you would like to adjust, followed by selecting which 'Leave Entitlement Year' (I) you would like to adjust.

Next, add the amount you would like to adjust or reduce under (J).

You may include a remark (K) for this entry.

Once you are done, click 'Next' (L) to proceed to the next step.

Step 4

After clicking 'Next', you will be redirected to the selection tab. Then you will need to select the condition for who this adjustment will be made. 

Once you are done with this criteria selection, you may proceed to the next step by clicking 'Next'.

Step 5

In the last step, a summary of the employees who will have their leave adjusted will appear as shown under.

You can still make ad-hoc changes here to exclude specific employees, or you may choose to add additional employees using.

Once you are ready, click 'Submit' and your changes will be reflected in the system directly.

** Please make sure to double-check your field and selection before clicking submit**