How to add 'New Year' opening balance.

Only the `Super User` may allocate the opening balance for any staff members. This process can be done in Bulk by Departments, using the Bulk Balance Administration tool.

Please follow the instructions below; 

  1. Sign in to
  2. Click `Administration`
  3. On the `Administration` page, click `Bulk Leave Balance Administration`
  4. On the right hand side of the page is a `Show All` tick box, click this. All staff members within the selected Department will be shown.
  5. You can now either;
  • Populate the fields manually with the new entitlement
  • Prep. with This Year - Which will populate the fields for you, with the same entitlement as set for `This Year`s Opening Balance`
  • Prep. with a Value - Which will allow you to populate all staff in this department with the same number i.e. Every staff member might get 20 Days. 

After completing the balance, click `Save Changes` to record the new balance, this remaining balance will now become the opening balance.



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