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