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Is there an easy way to do mass leave balance adjustments?

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Posted on by HRHarry

Hi experts,

I want to do mass leave balance adjustments for everyone in my organization. Is there an easier way other than going into each employee's balance section and manually adjusting? Or using the leave and absence bank transaction excel workbook, which is quite messy?

I noticed that I could pull this report from the excel workbook:

Which pulls something like this:

But for some reason, I can't change the leave balance? This view seems much more user-friendly when wanting to make mass changes to employee leave balances. Is there any reason why I can't change the leave balances on this workbook, or is there something easier or similar to this so that I can edit multiple leave balances at once?

Thank you,

Casper

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Casper,

You should use Leave and bank transaction entity to change the leave balance.

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HRHarry 73 on at

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Hi Parag Chapre ,

Is there not an easier way to do this without using the leave and bank transaction entity?

Similar to the format I pulled at the top, is there something like that in which I can make quick changes to someone's leave balance?

Thank you,

Casper

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naneurrutia 212 User Group Leader on at

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Nope, you need to use the entity Parag mentioned, unfortunately.

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HRHarry 73 on at

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Hi naneurrutia ,

No worries.

Thanks for the help.

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