How to assign leaves for a specific staff?

> Leave > Assign Leaves

Some leaves cannot be assigned at the department level. Thus those leaves need to be individually assigned to the staff by clicking the Advanced Settings.

1. Select the required Department from the drop-down menu.
2. Click to add common leaves for all the departments or can be added individually to the department. The pop-up window will appear.
3. Enter Plan Name.
4. Enter Leaves Per Year.
5. Enter Effective From and To dates.
6. Click Add. The new leave will be added. The added leave will be displayed with Plan Name, Effective From, Effective To and No. of Leaves.
7. Click Advanced Settings to assign the leave to individual staff. The new window will appear.
8. Select Department and Designation from the drop-down menu. The list of the staff will appear.
9. Click Assign Leave to assign leave for particular staff. The pop-up window will appear.
10. Select Leave Type from the drop-down menu.
11. Select Credit or Debit in the drop-down of Leave Adjust Type. 
12. Enter No. of Leaves and Remarks. The no. of leaves left will be displayed.
13. Click Confirm. The leave will be assigned to the staff.
14. Click to upload the leave balance in bulk. Leave balance can be uploaded department wise or collectively for all the departments.
15. Click Download Template to download the template to enter the data of leave balance.
16. Click to upload the downloaded excel sheet with the data of leave balance.

NOTE:

Value is not applicable for the leave type.