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How to add and change an employee's leave entitlement or opening balance

Changing an employee's annual leave entitlement or leave opening balance can be done with a few simple steps.

Step by Step Guide:


    1. Navigate to Master Files>Employees.

    2. Click on Leave Types.

    3. The Leave Types landing page will show all available leave types.

    4. Click on the Employee Settings Icon

    5. Click on the magnifying glass icon and select an employee.

    6. Enter the following information:

        • Annual Enrollment Days
        • Start Date
        • Start Balance
        • Entitlement Expired End of Month

    7. Click SAVE or SAVE & CLOSE

    Tip: To add multiple employees' leave entitlements use the import template.