Add leave credits

This training manual provides a step by step guide on how to manually add leave credits for employees using the HRIS + Payroll system. This process allows you to assign or update employee leave balances, ensuring accurate tracking of available leave credits.

PurposeCopy Anchor Link

To help users:

• Add leave credits manually for employees
• Update existing leave balances
• Ensure accurate leave tracking
• Manage leave allocation based on company policy

PrerequisitesCopy Anchor Link

Before proceeding, ensure you have:

• Access to the HRIS + Payroll system
• Permission to manage employee leave credits
• Existing employee records in the system
• Valid leave types configured

Step 1: Navigate to the Employee ModuleCopy Anchor Link

To begin adding of leave credits, navigate to the HRIS + payroll application

Once inside HRIS + payroll, locate and click the Employee module.

In the Employee Module, go to Employee Leave Credits and click the Import Leave Credits button

You will be redirected to a page displaying the list of employees with existing leave credits.

Step 2: Adding of Leave CreditsCopy Anchor Link

Click the + Add Record button located at the top right corner of the screen.

In the form that appears, click Add New Row to start entering details.

For each row, fill out the required fields:

• Employee ID
• Leave Type
• Default: This value will be used as the default leave credits each time the system replenishes leave annually.
• Date Expired: You can set it to match the end of the leave year or a specific policy period. After filling up the form, select the condition at the top of the table:
• Add on existing credits: Adds the entered credits to the employee’s current balance. Existing credits remain.
• Override existing credits: Replaces the employee’s current balance with the entered value. Previous credits are removed.

Click Mass Save to apply the leave credits.

1. Remove any blank rows before saving to ensure all entries have complete information and leave credits are processed correctly.
2. You can add leave credits for multiple employees in one form by clicking Add New Row for each employee. After completing all rows, save once to apply all entries at the same time.

Expected resultCopy Anchor Link

• Leave credits are added or updated successfully
• Employee leave balances reflect the new values
• Selected condition is applied correctly
• Records are saved without errors

TroubleshootingCopy Anchor Link

• Unable to save records
  • Check all required fields are filled
• Incorrect leave balance
  • Confirm selected condition is correct
• Employee not found
  • Verify employee ID is correct

NotesCopy Anchor Link

• Use Add on existing credits to increase balances
• Use Override existing credits to reset balances
• Set Date Expired based on leave policy or leave year end.
• Review all entries before saving
• Avoid leaving blank rows in the form
• Add multiple employees by using Add New Row. Complete all entries, then save once to apply all records.