Leave Balances: Edit Employee Leave Balances Individually and in Bulk
Navigate to the "Balances" section under Leaves
Select the Leave Type for which you wish to edit the balances for
Click on the Edit icon next to the person's balance you wish to edit
Enter the New Leave Balance for this leave type corresponding to the selected user and click on the "Update Leave Balance" button
Select the Leave Type for which you wish to edit the balances for
Click on the "Bulk Edit" icon
Download the CSV template by clicking on "Export CSV"
Edit the CSV to reflect new balances and import the modified CSV by clicking on the "Add Document" Button
Congratulations. You have edited leave balances for your employees
Select the Leave Type for which you wish to edit the balances for
Click on the Edit icon next to the person's balance you wish to edit
Enter the New Leave Balance for this leave type corresponding to the selected user and click on the "Update Leave Balance" button
To Bulk Edit Leave Balances
Select the Leave Type for which you wish to edit the balances for
Click on the "Bulk Edit" icon
Download the CSV template by clicking on "Export CSV"
Edit the CSV to reflect new balances and import the modified CSV by clicking on the "Add Document" Button
Congratulations. You have edited leave balances for your employees
Updated on: 31/10/2024
Thank you!