Edit leave balance

There are two ways you can update the employees' leave balance: 

  1. Individual update
  2. Bulk update


In order to accurately track leave balance history, it is extremely helpful to leave a note under "Reasons" for any updates made to the leave balance. 

1. Individual update 

Step 1 - Go to Leave > Balance

Step 2 - Select employee

Step 3 - Edit balance either by adding or subtracting relevant days or hours


Step 4 - Click on "Save"
Example of adding leave balance: 

Example of deducting leave balance: 

Balance breakdown 

Screenshot 2021-05-31 at 12-39-42 PM-png-1

Once a leave request has been submitted, the leave balance will be adjusted even if it is pending approval. It will automatically be reverted into the leave balance should the approver decline the leave request.


2. Bulk update

Rather than updating leave individually, you can do a bulk update by downloading and filling out the excel spreadsheet.

Step 1 - Go to Leave > Balance

Step 2 - Click on the "Bulk update" button

Step 3 - Choose your preferred update option under "Step 1. Select how do you wish to update your employees’ leave balance"

Step 3 - Click on the "Download" button

Step 4 - Fill out the new leave balance in the spreadsheet file

Step 5 - Save the file to your device

Step 6 - Click on the "Choose a file" button to upload the file

Step 7 - Click on "Import balances" to save the changes

Even when you make changes using the "Bulk update" method, the changes will tracked on the "Balance change history". You can click on the balance amount to see the reasons for the changes in the leave balance. 

All approved leave data from your previous system will not be available in Swingvy. Kindly advise your employee to reapply for tracking purposes.