How to Bulk Credit/Debit Employees Leave Balance
Admins can adjust leave balances for multiple employees at once using the bulk Credit/Debit feature from the Employees List.
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Go to the Employees List
Section titled “Go to the Employees List”Navigate to
Employees>Employees Listin the sidebar. Each employee row has a checkbox on the left.
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Select employees
Section titled “Select employees”Click the checkboxes to select the employees whose leave balance you want to adjust. You can also click the header checkbox to select all employees at once. The
Credit/Debit Leavebutton will appear once at least one employee is selected.
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Click Credit/Debit Leave
Section titled “Click Credit/Debit Leave”Click the Credit/Debit Leave button. A confirmation dialog appears listing all selected employees.
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Confirm the selection
Section titled “Confirm the selection”Review the list of employees, then click Confirm to proceed to the Credit/Debit Leave form.
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Select the leave type
Section titled “Select the leave type”Click the Status Type dropdown and select the leave type whose balance you want to adjust.
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Fill in the form and click Credit or Debit
Section titled “Fill in the form and click Credit or Debit”Set the
Value(number of days), chooseCreditorDebitunderAction Type, and enter a reason in theRemarksfield (required). Then click Credit (or Debit if debiting) to apply the change to all selected employees.