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How to setup the current vacation / day off / sick leave balance for an employee

AR
Written by Anton Resko
Updated 4 months ago

You can set the number of vacation days, sick days, or weekends for an employee in several ways:
- enter data manually for each employee
- import data on the current balance of the weekend during the initial import of employees
- update data by re-import.

Manual data entry

On the employee card, go to the Leave management tab. On this tab, in the Leave accrual history section, click the Edit balance button.
In the dialog box that opens, specify the parameters:
- "Leave type" for which you want to set the balance
- in the field "Operation" select the value "Set balance on a date"
- in the "Date" field, indicate the date on which you want to set the balance. Please note that all previous (before the selected date of balance adjustment) accruals or debits for this type of day off from the employee will be ignored
- indicate "Number of days"
- in the "Description" field, indicate the reason for the balance adjustment (for example initial data import)

Import of data on the current balance of the weekend during the initial import of employees

You can read about how to import contact data in a separate article.
In the template for importing data, which we provide, there are separate columns in which you can specify the balance of different types of holidays available to the employee for the specified date.

💡Hint
Be sure to fill in the Start Date column if weekend policies take this into account in their calculations.

Refreshing data on re-import

If during the initial import you entered only basic data about employees, and you want to import the data on the weekend balance into the system, use the standard import functionality. At the same time, in the template, you can specify only the Working email column, as well as columns with information about the balances of different types of holidays and the date of the balance.

💡Hint
Be sure to fill in the Start Date column if weekend policies take this into account in their calculations.

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