Before requesting a leave, employees should have their Leave balances updated. Leave balance can be updated by importing a csv file or by clicking on Add Leave Balance.
To add Leave Balances, Importing a csv file could be a lot easier to import leave balances for all employees in a department. On the bottom left of the page, is the Leave balance template. Save the details as a csv file and click on the import button. Updating Leave Balance for a single employee by clicking on ADD LEAVE BALANCE.
Enter the Employee Name.
The leave types which are entitled to the employee category will be displayed. Select the leave type and click to enter the leave balance.
Enter the Remarks for the leave by clicking on it.
Click on SAVE
The main page will list out the employee names and theirleave details like Leave balance and Leave taken. When you click on SEARCH, a table will have the details of all employees of all departments. Users can also view the report by department wise or by entering employee name or code.
Leave type is created based on the Employee category. Only employees in those categories are permissible to apply for leave.