FlairSuite video tutorial
Change an employee's leave balance
Give an employee extra leave days, such as an opening balance, from Leave Balance under Employees, review the new balance and approve it.
Transcript
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Welcome to FlairSuite. After adding an employee, you may need to give them leave days, for example the balance they had in your old system. Let's see how.
First, sign in with your username and password.
Under Employees, Leave, open Addition Balance. The Dashboard sums up your leave types, and under Change Balance each leave type has its own entry. Open Annual leave.
First choose how the change is worked out. We add to the current balance, so the employee keeps the days they already earned. Replacement would overwrite them instead.
Find the employee, type the number of days and a short comment. Current shows today's balance, and New shows it after the change. Change Balance to All Employees gives everyone the same amount at once.
Click Next to review. Apply Immediately after Approval adds the days as soon as they are approved, or you can untick it and choose an effective date. Then click Send to Approval.
Like loans and overtime, a balance change only counts once it is approved. Here we may approve it ourselves, so we add a comment and click Approve.
The new days are now in the employee's balance, ready for their next leave request. Thank you for watching.
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