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Spreadsheet loader for Annual leave adjust balance

Received Response
edited Sep 17, 2020 8:55AM in Workforce Management 7 comments


Does anyone have a spreadsheet Loader template they would be willing to share to adjust the balance of Annual leave please?



The impact of Covid-19 has meant that the decision has been taken to allow employees to carry over more than the usual allowed amount of Annual leave into next year.

In order to maintain a record of what excess has been carried over, we are reluctant to change the carry over limit in the set up, and instead want to add back the extra carry over into the records with a specific reason, using the 'Adjust Balance' option ( navigation: Person Management > select employee> Absence Records > Plan Balances >Enrollments and Adjustments > Adjust Balance)

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