A3.61 : Leave : How to maintain Carry Forward Leave using Excel template

A3.61 : Leave : How to maintain Carry Forward Leave using Excel template

Question : Employee 001 has 5 days leave balance in Year 2019 and want to bring forward to Year 2020. How can I maintain the carry forward leave for employee?


Answer :

1) Go to Tools >Options > Excel Import

Carry forward leave1 1.png


2) In the Excel Import, click on Templates, and choose for CF Leave to download.

Carry forward leave2 1.png


The templates will be downloaded.

Carry forward leave3 1.png


3) Open it and maintain the details for Employee Code, Leave Type Code, Year, CF Days and then Save the templates.

Carry forward leave4 1.png


4) Back to Tools >Options> Excel Import, in Upload page, click on Select File to browse your templates or you may drag and drop your file directly.


Carry forward leave5 1.png


5) Click on Upload

Carry forward leave7 1.png


6) You may check the details, edit directly if needed by select the employee and click on Edit.


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