{"id":2251,"date":"2019-11-27T16:22:58","date_gmt":"2019-11-27T10:52:58","guid":{"rendered":"https:\/\/helpcenter.nexterp.in\/helpcenter\/?p=2251"},"modified":"2024-12-28T20:51:02","modified_gmt":"2024-12-28T15:21:02","slug":"how-to-assign-leaves-for-a-specific-staff","status":"publish","type":"post","link":"https:\/\/helpcenter.nexterp.in\/helpcenter\/how-to-assign-leaves-for-a-specific-staff\/","title":{"rendered":"How to assign leaves for a specific staff?"},"content":{"rendered":"

\"\" > Leave > Assign Leaves<\/span><\/p>\n

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.<\/span><\/p>\n

    \n
  1. Select the required <\/span>Department<\/b> from the drop-down menu.<\/span><\/li>\n
  2. Click \"\" <\/span>to add common leaves for all the departments or can be added individually to the department. The pop-up window will appear.<\/span><\/li>\n
  3. Enter <\/span>Plan Name<\/b>.<\/li>\n
  4. Enter<\/span> Leaves Per Year<\/b>.<\/li>\n
  5. Enter<\/span> Effective From <\/b>and<\/span> To <\/b>dates.<\/li>\n
  6. Click <\/span>Add<\/b>. The new leave will be added. The added leave will be displayed with Plan Name, Effective From, Effective To and No. of Leaves.<\/span><\/li>\n
  7. Click <\/span>Advanced Settings<\/b> to assign the leave to individual staff. The new window will appear.<\/span><\/li>\n
  8. Select <\/span>Department<\/b> and <\/span>Designation<\/b> from the drop-down menu. The list of the staff will appear.<\/span><\/li>\n
  9. Click <\/span>Assign Leave <\/b>to assign leave for particular staff. The pop-up window will appear.<\/span><\/li>\n
  10. Select <\/span>Leave Type<\/b> from the drop-down menu.<\/span><\/li>\n
  11. Select <\/span>Credit<\/b> or <\/span>Debit <\/b>in the drop-down of Leave Adjust Type.\u00a0<\/span><\/li>\n
  12. Enter <\/span>No. of Leaves <\/b>and <\/span>Remarks<\/b>. The no. of leaves left will be displayed.<\/span><\/li>\n
  13. Click <\/span>Confirm. <\/b>The leave will be assigned to the staff.<\/span><\/li>\n
  14. Click \"\"<\/span>to upload the leave balance in bulk. Leave balance can be uploaded department wise or collectively for all the departments.<\/span><\/li>\n
  15. Click <\/span>Download Template<\/b> to download the template to enter the data of leave balance.<\/span><\/li>\n
  16. Click \"\"to upload the downloaded excel sheet with the data of leave balance.<\/li>\n<\/ol>\n

    NOTE<\/strong><\/span>:<\/p>\n

    Value is not applicable for the leave type.<\/span><\/p>\n