Managing Leave Balances Directly

Managing Leave Balances Directly

You want to assign a specific number of leave days to one or more employees without relying on accrual policies. This helps you quickly adjust leave balances, such as for new hires or special cases, using an Excel import for bulk updates.


Steps:

  1. Go to My Team > Leave Balance and Policy > Leave Balance.

  2. Select the employee(s) whose leave balance you want to update.

  3. Click on Import Balance and download the provided Excel template.

  4. In the Excel sheet, enter the total leave balance for each employee (e.g., 18 days).

  5. Save the file and upload it back into the system.

  6. Refresh the app to view the updated leave balances.

    • Related Articles

    • Troubleshooting Leave Management Issues

      You want to resolve common problems related to leave applications, approvals, or balance calculations. This guide helps you identify and fix issues to ensure smooth leave management and accurate records. Common Issues & Solutions: 1. Negative or ...

    • Setting up Leave Policies

      You want to define how many leaves your employees get each month or year, including types like Casual, Privileged, or Sick Leave. Setting this up in SalaryBox ensures consistent leave policies across your organization and simplifies leave management. ...

    • Adding Custom Leave Types

      You want to create unique leave categories like "Work From Home" or "Birthday Leave" to suit your company's needs. Adding custom leave types in SalaryBox allows you to tailor leave policies and assign them to employees, enhancing flexibility in leave ...