Allot leave and set opening leave balance

Modified on Wed, 19 Oct, 2022 at 10:38 AM

User can allot leaves to an employees by two methods:


1. One by One : Go to employee menu and open employee list.


Here click on ‘Leave Summary’ icon under Action list. This will open a new pop-up:

 

 Now enter ‘With Effect Date’ with the Leave Opening Balance and then click on the 'Allot' link.


2. Bulk Way

To allot leaves in bulk go to Leave Menu and then click on Leave Allotment. From Next page select Leave Category and click on New Allotment tab.


Here select all the Employees first and then select Paid Leave type from the right top. Then enter WEF Date and Opening Balance and at last click on ‘Allot’ button. Once the leaves are allotted to your employees, those employees will be removed from 'New Allotment' list and will move into 'Already Allotted' list. 

 

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