You are about to start using Backstage to record the leave of your staff. Some staff has been working for years and previous leave details are not available. As such you will need to set up an initial leave balance for these staff.
You can just adjust the B/F balance, or you can adjust the Current balance by adding or deducting the sum of the days.
What you need
Specify a "cut-off date"
Prepare the leave balance of staff as of the "cut-off date", usually would be the last day of the common leave year
Leave Type and Leave Entitlement are set and assign the Leave Entitlement to the Staff Placement
Template file if you would like to do it through importing
Go to Attendance -> Leave Adjustment / Ending Leave Balance -> Export the file
Define whether you would like to use Leave Adjustment or Ending Leave Balance to adjust the B/F balance
How to Setup Initial Balance?
Effective date of adjusting B/F balance would always be the last day of the last leave period,
e.g For 2022, the Calendar Year start from 1 Jan, the Effective Date of B/F leave adjustment = 31 Dec 2021
1. Manually - One by One
Check the leave balance of a particular staff in Backstage
Go to Analytic -> Leave Balance Report -> Generate the report with As of Date of the "cut-off date"(last day of the common leave year)
Compare the leave balance of Backstage with your balance
Calculate the number of days that have to be adjusted (deducted or added)