Bulk upload of leave data
Quick Access : Manager's Role > Upload Leaves or
Quick Access : HR Manager > Upload Leaves Accessible to : Manager, HR Manager or HR Executive as per Setup
If enabled in Setup then HR Manager, Manager or HR Executive can update leaves
for their employees in bulk through this page. The process to be followed for
doing so is –
1. Select Leave Management from drop down, click on "Proceed"
2. On the next page download the excel which has the columns required for bulk
leave updation
3. Provide the following details
- Employee Name : this is optional
- Employee Code
- Leave Code : short code of leave is to be used, you can ask your Administrator
for the leave short code if it is not known to you
- From Date : date from which leave is to be taken
- To Date : date till which leave is to be taken
4. Click on "Upload Template" to upload the filled up excel
Note :
- if casual leave is for a first half of a day you should update it as 0.5CLF
or 0.5CLS if it is for second half (assuming CL is the leave short code)
- you can update partial day leave for one day using this code- 0.5CLF, 0.5ELS
- leaves which are updated through this process get auto approved.
If there is insufficient balance or preexisting leaves or other conflicting status
then data cannot be uploaded
- through this option we can not raise grant compensatory off and one step compensatory
off request
Details of leaves created through this process are visible in Leave History tab
like other manually created leaves.
Refer - "Leave request creation" for more details.
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