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Leave Setup: Managing Leave Balance & Leave Migration
Leave Setup: Managing Leave Balance & Leave Migration

Manage your staff's leave balance

StaffAny avatar
Written by StaffAny
Updated over a week ago

Contents of this article is applicable to the following users

Tier: All

Platform: Web

Edit your staff's leave balance in StaffAny app instead of doing it manually on spreadsheets. The balance will be auto adjusted according to the number of approved leaves your staff has.

If you are doing a leave migration and setting up leaves in StaffAny, we recommend the following steps to ensure you have accurate leave balance from pro-ration and migration. Do also ensure that the updated balance is correct as of the target implementation date.

E.g. You intend to start live rollout of tracking leaves on StaffAny on 1 Apr.

We recommend you to calculate the balance as of 31 Mar, then actually update the leave balance on 31 Mar. Hence, you can do a live roll-out on 1 Apr!

Preparation

Before updating the leave balance, please complete the following steps first:

Ensure that the Join Dates for all staff eligible for leaves are filled in and accurate. This is important because the leave engine calculates balances based on your join date


2) Set Up Leave Types

Set-up by creating/editing leave types based on the following:

This allows you to control who can approve leave applications in your organisation


4) Update leave balance (see this guide)

Update balances to ensure they are correct before tracking leaves on StaffAny!


This guide covers the following:


Update Leave Balance Individually

  1. In Web app, go to My Team > Select a staff.

  2. Click on Leaves card.

    OR

    In Off and Leave, click on View Full History and Details > Click on edit icon.

  3. Edit Leave Settings.

You will be able to edit the following details:

  • Rollover and the entitlement of a leave type

    You can edit the Rollover Balance (balance brought forward from last period) and Balance For This Period.

    Note: ∞ means that there are unlimited balances for this leave type, as set-up in Settings > Off and Leave.

    Note: When editing, Rollover Balances cannot be negative. Rollover Balances can no longer be edited after their expiry date.

    You are able to know the Total Balance for each leave type.

    Hover over the eye icon. You are to able to know the details of the entitled leaves.

    E.g. how many leaves will be forfeited, how many leaves will be carried forward and their dates.

  • Add/remove leave types

    To add leave types,

    Click in the box > Search and click on the leave type that you want to allocate to the staff.

    To remove leave types,

    Click on X icon beside the leave type.

  • Add in default leave hours

    You can add in default leave hours so that it will help you automatically fill the staff’s leave hours on Leave Applications, Schedule and Timesheet.

  • What leave costs count towards

    You can allocate the section the leave costs of the staff count towards.

  • Add notes

    You can add notes for the staff.

    E.g. 'Special leaves policy for Felicia'

4. After finish editing the leave settings for the staff, click on Save.


Mass Update Leave Balance

Instead of editing the staff leave balance individually, you can download the CSV file template to mass edit and update.

  1. In Web app, go to Settings > Off and Leave > Click on Mass Update.

  2. Click on Download.

  3. Open and input new leave balance in the CSV file > Upload the edited CSV file > Click Submit.


Should I add balances to Rollover or Entitlement?

Rollover balances are balances that were carried forward from the previous period, while entitlement balances are fresh balances earned for this period.

Example

Assuming leave set up is by calendar year and there is leave rollover, and the annual leave entitlement is 14 days.

On 1 Jan 2022,

  • 2022's entitlement of 14 days will be credited as entitlement balances

  • Any unused leaves as of 31 December 2021 will be carried forward into 2022 as rollover balances if carry forward settings are enabled for the leave type

  • Any remaining rollover balance as of 31 December 2021 will be forfeited on 1 Jan 2022, because we do not allow leaves to be carried forward for more than 1 period.

Hence, if you want to add balances in 2021 that will carry forward to 2022, add the balances to 2021's Balances For This Period.


Click on the following articles to learn more about our Leave Management System.

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