How to add Leave Balance using Balance Loader

1- Click on “Leave Balance” from main menu

2- Click on “Open Balance Loader” button

3- Click on “Download template file” button and open downloaded file

4- Fill in loader details as follows

4.1-TRX Type: either “Insert” or “Update”

4.2-Main Organization: pre-added Organizations are automatically assigned to Main Organization Options in loader and is chosen from pre-added business units in Organization Settings

4.3-Employee Code: unique ID of all involved employees in the selected Organization which is automatically present in Employee Code field to be chosen from

4.4-Leave: Typed of leaves that were pre-added in Leave Management Settings

4.5-Balance Year Start Date: the start date of applying giving that balance to the employee , which is automatically set to first day of current year but could be changed keeping DD-MMM-YYYY format

4.5-Balance Year End Date: expiry date of that leave balance , automatically set to last day of current year but could be changed keeping DD-MMM-YYYY format

4.6-Previous Year Balance: remaining leave balance of previous year

4.7-Used Leaves: employee used leaves of that type until current date

**4.8-Added Days:**used in case there was any compensation dates added for the employee

4.9-Year Entitlement: is the number of days added to the employee every year

5- After filling in the required information, return back to step 3 window and click on “Browse Files” button

6- Navigate to loader file path and double click on file name

7- Click on “Import” button