How to allot or grant leaves to staff?

You can allot leaves or grant leaves to your staff via two options:

1.One by One from Web Dashboard, Go to Leaves > Staff Leaves > Manage Staff Leaves > Allot Leaves

 

 

2.Bulk Method from Web Dashboard, Go to Leaves > Setup Leaves > Manage Leave Policies > Bulk Allot Leave

 

 

You can allot leaves as per below scenarios using bulk allot spreadsheet

Scenario 1: If you need to do an initial leave allotment for your staff. You can enter the exact leave days to be allotted for the respective staff.
For e.g
Current allotted leaves in Truein : 0
Want to allot CL leaves: 10
Action required: Download the bulk excel sheet and set CL to 10 and upload

Scenario 2: Want to increase current allotted CL leaves from 10 to 15
Action required: Download the bulk excel sheet and set CL to 15 and upload. This will set allotted leaves to 15 (i.e. increase 5 allotted leaves)

Scenario 3: Want to reduce current allotted CL leaves from 15 to 12
Action required: Download the bulk excel sheet and set CL to 12 and upload. This will reset allotted leaves to 12 (i.e. reduce 3 allotted leaves)

Scenario 4: Want to reset current allotted CL leaves to 0
Action required: Download the bulk excel sheet and set CL to 0 and upload.
– If a staff has already consumed leaves, remaining balance will be set to 0
– If a staff has not consumed any leave, then allotted and remaining balance both will be set to 0