Add Leave Credits

Add Leave Credits

Leave Credits is essential for an employee to file for leave types that require leave credits. Leave types that commonly require leave credits are the ones that are payable. Even though there are government-mandated leaves, it is still the prerogative of the employer to entitle an employee to such leave type that requires credits. Managing leave credits should be aligned with the leave entitlements and leave accrual policies in place. 

Add Leave Credits

To Add Leave Credits via Manual Entry:
1. From the Top Navigation Bar, head to Employees > Leaves > Leave Credits.


2. Click on the Add Leave Credit button.


3. Choose the Manual Entry option.


4. Enter the necessary initial information:
    • Employee name
    • Leave type
    • Units Remaining (number)


5. .Click on the Add button.
    • The leave credits record is saved and displayed in the Leave Credits list.

Note: If the employee has existing leave credits for a specific leave type, the newly added credits still appear on the list as a separate item. The name of the administrator will be logged as the one who updated the leave credit of an employee.

To Add Leave Credits via Batch Upload:
1. From the Top Navigation Bar, head to Employees > Leaves > Leave Credits.


2. Click on the Add Leave Credit button.


3. Choose the Batch Upload option.


4. Click Download Template.
    • The CSV file template will automatically be downloaded on your computer.


5. Open the file and accomplish the template. You may click on the upload guide link found above the Download Template button.
6. After accomplishing the template with the leave credit details, under Step 2, click on the Choose File button.


7. Attach the updated template and click Upload to proceed to data validation.

8. Once validated, a summary of the leave credits is displayed. Click Submit. 
    • The leave credits records are displayed in the Leave Credits list.



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