Once the leave types are declared and leave rules are defined, HR can credit leave balance manually. This help page demonstrates manual credit of a leave type to selected employees.
Watch the video for step by step instructions on how to credit leave balance to employees
Note: The steps mentioned below are of Empxtrack Enterprise product that allows both manual and auto credit leave balance.
To credit leave to employees’ leave account, you need to:
- Log into the system as HR manager/ HR admin.
- On the Homepage, click on the Leave tab. Under Leave shortcuts, click on the Credit leave to employee(s) tab.
Figure 1
The page displays the leave types that are set as creditable in leave rules and allows you to select the employees and the leave types that you want to credit.
- Select the employees to whom you want to credit the leave from Select Employee field by writing their name and them clicking (+) sign to transfer them to selected list.You can also click Advanced Search icon
to search/ select all the employees together.
Figure 2
- Select the leave types that you want to credit from the Leave Type field, as shown in Figure 2.Note: Compensatory Off is a leave type that cannot be credited. It is added automatically in an employee leave account when he/ she works on a non working day and submits its request on the portal. To avail a Comp Off, an employee has to acquire it against the days when Compensatory Off is approved by the manager (or HR, depending upon the approval workflow).
- Provide the number of days to be credited for each type in their respective fields.
- Click Next.
Figure 3
Verify the leave you have credited to the employees on the screen that appears, as shown in Figure 3.
- Modify the leave credit for a leave type for employee(s), if required.
- Click Credit.
Figure 4
The leave are successfully credited for all the selected employee and the leave details that include leave credit and previous leave balance appear, as shown in Figure 4.
Figure 5
- Click Done to leave the page.
Learn more about Empxtrack Leave Management
Next link
Click on each of these links to know more about them:
- Setup of Leave Types
- Configure the Time Settings
- Configure Leave Credit / Lapse Rules
- Setup of Weekends and Holiday Calendar
- Upload Leave Credits
- Credit Leave to Employees
- Download Leave Balance
- View Pending / Rejected / Past Leave Records
- View Leave Transactions
- View Leave Policy
- Leave Cancellation
- Apply for Leave
- Approve Leave as Manager
- Manager Dashboard for Leave
- Configure Leave Rules
- Multiple Upgrade Options in Empxtrack