How to Amend or Import Carry Over Balance in TimeTec Leave
Introduction
Every company has a yearly leave allowance for their employees. This information is important for the employees for their leave planning, especially their leave balance information. TimeTec Leave has automatic leave balance update, however for some special cases, such as adjustment for carry forward leave or special leave allocation, the leave balance for the employees need to be updated manually for adjustment.
In this article, we will be focusing on how to import carry forward leave balance into TimeTec Leave. There are 2 options available, either by single user or by batch. Be reminded that only users with Admin privilege can alter user’s leave balance.
A. Update Carry Forward Balance for a Single User
Step:
1. On TimeTec Leave module. Go to User > Manage User
2. Select the Leave setting button for the specific User.
3. Click on Balance Tab
4. Click on Edit button for the Leave Type
5. Update the correct balance in carry over section and click Save
6. The system will prompt Success message after completed
B. Update Carry Forward Balance by Batch
1. At the TimeTec Leave module, go to User > Manage User page. Then go to Manage > Click on Import User Balance
2. Click on Download sample to download the excel/txt file
3. Open the Excel sample file and click on Sheet1
4. The current data here is the sample data and you need to replace it with the correct details of your User. Be reminded that the Leave Type is match case sensitive and you need to follow exactly word-to-word from TimeTec Leave.
5. If you wish to update only Annual Leave, just put Annual Leave on the Leave Type section. Input the Carry Over, Carry Over Balance and Balance section. These 3 section is crucial and any null data will prompt an error during import process
6. After completed, save the excel file and go back to the User > Manage User section. Click on Manage > Import User Balance and browse for the excel file > Click Next
7. If there is insufficient or wrong data, the system will prompt an error with a list of User details involved.
8. Otherwise if all data and details are correct, the system will prompt a Success message. You may check for the user carry forward leave balance in the Leave Settings > Balance section.
Related Articles
How to Amend and Import User Leave Balance from Excel/Text File in TimeTec Leave
Introduction TimeTec Leave is a cloud-based solution that facilitates all leave proceedings online for a company regardless of its size. One of the handy features included in TimeTec Leave is the capability to import user leave balance records from ...How to Import User Leave Balance Using Excel in Timetec Leave
Introduction Leave balance is essential information for all employees, and some of them are sensitive about their leave balance. However, manual updates will not automatically provide the leave balance for everybody, especially for a company with an ...TimeTec Leave - How to Configure Accrual Interval in Leave Policy to Allow Monthly Earned Leave Balance
Introduction Some company regulations provide a prorated leave balance from the full yearly entitlement based on staff’s joining date, while others practice prorated calculation earned monthly. However, the monthly earned leave is usually calculated ...How to Set Restriction on Carry Over Balance in TimeTec Leave
Introduction When holidays are approaching, employees will start to look at all the leftover leaves they have over the year. Typically, some companies allow employees to carry specific leaves into the following year, but with restrictions on the ...Change of Leave Policy Configuration in TimeTec Leave
Introduction Every now and then, company leave policy would change. Due to the changes, the initial configuration of the leave policy will need to be revised and updated. For example, the previously configured 60 days of Maternity Leave to be updated ...