You have quite a lot of leave entries to be added to Backstage, e.g. for initial leave balance setup, or a company holiday for everyone, as such you can "Import" Leave Entries in batch instead of creating the Leave Entry one by one.
What you need
Go to Attendance -> Leave Entry -> Export the file
Check Leave Type Setting
Go to Attendance -> Leave Type
Check and Confirm if the "Leave Unit" is "Day" or "Hour"
Update "Minimum days to applied" if needed, e.g set as "0.125" if staff allow take leave by hour with Leave Unit = Day
Update "Decimal Places" if needed, e.g Set as "3" if you allow staff take leave by hour Leave Unit = with Day
How to import Leave Entries?
1. Export the Template File
Go to Attendance -> Leave Entry -> Export
By default, all existing Leave Entries would be exported. You can filter and limit the export result by using the searching functions or limiting the time of the leave
2. Prepare the records in Excel format as the Template file
Remember Delete all the existing data before importing!
Input the required information with the exact format of the existing data
Placement Number of staff involved in this entrye
The Leave Type Code of Leave staff taken
Start Date and End Date of the leave
Defining the leave time. For taking half days leave, input AM/PM but no need to input the exact time
W: whole day leave, for leave duration equal to or more than 1 days(must be integer)
AM: leave taken in the first half of the day
PM: leave taken in the second half of the day
StartTime, EndTime For leave taken within a day only
Start time and End time of the leave, specify the leave time within a day but is not a half day leave.
Number of days/hours taken, which depends on the leave unit
The system will calculate leave days according to the information input. Used only when you are importing beginning data when shift info is incomplete
Any notes about the leave
Example for import format:
Please confirm the working hours by going to "Attendance" -> "Shift", which break hours should be excluded
For Leave Unit = Day, Working hours = 8 hours
1-hour leave , you can input LeaveDays as 0.125 ( 1 day/8 hours = 0.125 days)
2-hours leave, you can input LeaveDays as 0.25
0.5 (half day), you can just input AM/PM and let StartTime and EndTime be blank.
1.0 (whole day), you can just input W and let StartTime and EndTime be blank.
For multiple days(e.g. 4 days), you can input "4" as LeaveDays and input "W"
3. Import the Leave Entries
Go to Attendance -> Leave Entry -> Import
Select the file -> Proceed
System will tell you the importing result and you can fix the data if needed
Error message would be shown if the format is wrong or the system find overlapping Leave Entries