How to adjust carry forward (CF) leave?
Symptoms:
The Carry Forward (CF) leave for some employees is incorrect and manual adjustment is needed.
Suggested workaround/ solution(s):
1. Go to Menu > Leave > Employee Leave > Mass Entry > Upload Leave
Carry Forward
2. Click on the Download Template button to download the template.
3. Save the template (YearCFUploadTpt.xlsx).
4. Enter all the carry forward leave details within the template (excel spreadsheet)
and then save it.
5. Click on the Choose File button to search for YearCFUploadTpt.xlsx.
6. Click on the Upload button.
Related Articles
How to set Carry Forward (CF) leave expiry date to another expiry date?
Symptoms: Users may want to extend the Carry Forward leave expiry to another date, for example from 31 March to 30 Apr. Suggested workaround/ solution(s): a) If the Carry Forward expiry date is to be adjusted for all of the employees in the same ...
Why is Carry Forward leave incorrect after Year End crossover?
Symptoms: The carry forward leave figures for some employees are incorrect after Year End crossover. Possible Cause(s): Incorrect Year end cross over calculation for some employee Suggested workaround / solution(s): Go to Leave > Leave Management ...
How to generate Leave Entitlement Detailed report?
How to generate Leave Entitlement Detailed report, which include Leave Taken, Leave Entitlement, Leave Balance, Carry forward Leave, Forfeited Carry Forward leave, etc as of date. Solution: 1. Go to Leave-->Employee Leave-->Leave Intelligence 2. ...
How to remove Carried Forward days under the Entitlement Info for a re-join staff?
Symptoms: The “Carried Forward” value should be reflected as ZERO for the re-join staff, how to remove it? Suggested workaround / solution(s): 1. Go to “Leave” -> “Employee Leave” -> “Leave Data” -> “Leave Credit” 2. Select the date credited ...
How to cancel or delete approved leave?
Symptoms: How to cancel approved leave and credit the leave back to the employee’s entitlement Suggested workaround/ solution(s): Need to delete the followings in order to delete approved leave : 1. Delete Leave Transactions 2. Delete Leave Entry ...