Edit leave balance

Leave balance means actual leave entitlement for the current leave cycle - leave taken + leave adjustment (up to current)
 
We will never know when we need to adjust employees' leave balance. However, updating the leave balance is not complicated work. In Swingvy, there is a section where you can update your employees' leave balance in just a minute.
 
There are two ways you can update the employees' leave balance: 

  • Individually update
  • Bulk update
     

Adjust or edit leave balance using individually update

Step 1 - Go to Leave
Step 2 - Click on Balance
Step 3 - Select employee
Step 4 - Edit balance
 
Example of adding leave balance: 
 3.0_Edit_leave__addition_.gif

 
Example of deducting leave balance: 
 
3.0_Edit_leave__deduction_.gif
 
3.0_Edit_leave_balance.png
 

Item Description
Leave accrued The total of leave entitlement for the current leave cycle or the total of earned leave (only if the Earned leave option is enabled)
Leave carried forward Number of leave carried from the previous leave cycle (will be shown only if the Carry forward option is enabled)
Leave adjusted The variance of new leave balance compared to the leave entitlement for the current leave cycle (can be either a positive or negative number, it depends if the adjustment is for leave increment or leave deduction)
Leave taken Number of approved leave
Leave pending Number of pending for approval leave

 

Swingvy tip: 
Once a leave request submitted and pending for approval, the leave balance will be deducted. It will automatically revert into the leave balance should the approver decline the leave request.

 

Adjust or edit leave balance using bulk update

You can do the bulk update by downloading and filling out the excel spreadsheet.

Step 1 - Go to Leave
Step 2 - Click on Balance
Step 3 - Click on Bulk update
Step 4 - Download spreadsheet
Step 5 - Fill out the new leave balance in the spreadsheet
Step 6 - Upload spreadsheet 

3.0_Bulk_update.gif
 
3.0_Update_bulk_leave_balance.png
 
 
Swingvy tip:
All approved leave data from your previous system will not be available in Swingvy. Kindly advise your employee to reapply for record purpose.
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