Check Leave Balance / Check Leave Records

29-Aug-2022 · Wing Au Yeung
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How to Check Leave Balance or Check Leave Records?

  • Manually - Check on screen
  • In Batch - Check through Report

Check Leave Balance

For Leave Type that Balance is maintained, you can check if the Leave Balance is correct

► Manually - On Screen

  • Go to Staff -> Placement -> Leave Section -> Click into the Leave Type

► In Batch - Through Report

  • Go to Analytic -> Leave -> Leave Balance report
    • You can filter the Employer Code, Department Code, Placement Type Code, and Leave Type Code if needed
  • Generate the file

Check Leave Records

► Manually - On Screen

  • Go to Attendance -> Leave Entry or Leave Adjustment As Leave Entry and Leave Adjustment would include the Approved Leave Application, we suggest checking Leave Records here first
    • You can filter the time, Placement Number, Leave Type, Duration and etc if needed
    • If you find some Leave Records are missing, you can go to Attendance -> Leave Application and see if the leave is cancelled/rejected

► In Batch - Through Report

For Leave Taken records,

  • Go to Analytic -> Leave -> Leave Details Report / Leave Summary Report
    • You can filter the Employer Code, Department Code, Placement Type Code, and Leave Type Code if needed
  • Generate the file

For Leave Adjusted records,

  • Go to Attendance -> Leave Adjustment -> Export
    • You can filter Placement Number, Leave Type, Duration and etc if needed
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