Managing leave balances and expiry dates for your team can be streamlined using the bulk upload feature. This guide will walk you through the steps to efficiently upload and update leave balances and expiry dates.
1. Navigate to the Leave module by selecting Team Leave > Team Leave Balance.
2. In the Team Leave Balance tab, click the "Bulk Upload" button.
3. On the bulk upload page, you’ll have the option to choose between Download Blank Template or Template with Existing Employee Data.
4. In the pop-up window, select the relevant leave period and leave types, then click "Download."
5. Fill in the necessary details in the Excel template and save the file.
6. Return to the bulk upload page and click on "Click here to upload files" to upload the completed Excel file.
7. A preview of the changes will be displayed for your review. Ensure all information is correct. Once confirmed, click "Upload Template" to proceed.
8. All details updated from the Excel file will be reflected in the staff leave records, which can be viewed on the Team Leave Balance page.
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