What is the purpose of adding/requesting credit of replacement leave in bulk?
To allow HR to add/request for multiple employees in one application.
For example, 10 employees were working on non-working days (eg, weekend, or public holidays), and you want to add one or two days of credit into their replacement leave. Then, these employees can use their credit balance (of replacement leave) to use on another dates.
Some companies define replacement leave as 'Off in lieu'. This guide applies for other credit-based leave type as well.
Click here for step-by-step article of =
1) How to create and set up Replacement leave type?
2) How to create leave/credit requests in bulk on behalf of employees?
*NOTE : The "Credit type", "Credit amount" and "Reference dates" must be the same for all the employees who are requesting for the credit, in order for the HR/Admin user to perform the bulk credit request creation on behalf of the employees.
Video timestamps:
0:22 Get Started with Leave Management
0:34 Credit Leave Overview
0:53 Add/Request replacement credit on behalf of the employees
2:14 Definition of 'Skip Validation' and 'Skip Approval'
3:01 Create addition/request of replacement credit
To create multiple credit requests for more than one employee at a time (bulk action), kindly refer to the following steps :
1. At HR Lounge, click on the Employee Leave module.
2. At the leave Dashboard, go to Leave Management and click on Credit leave overview.
3. Next, click on the +Add credit icon.
4. Select the Credit type from the dropdown.
5. Input the information at the Create multiple credits pop-up window. Once you have added the information, click on the Create icon, to proceed with the bulk credit creation.
a. (Mandatory Field) Credit type : Select the credit type based on the credit leave types available.
b. (Mandatory Field) Employees : Select the employees who are requesting for the credit.
c. (Mandatory Field) Credit amount : Input the number of days for the credit request.
d.(Mandatory Field) Reference dates : Pick the reference date for making the request (i.e. the date(s) the employees were working on). You may select a single day or a range of days, as well as full day or half day.
e. Justification message : Input the reason for the credit request.
f. Skip Validation : This option forces the credit creation, thus skipping the credit leave policy rules.
g. Skip Approval : This option proceeds the credit request as approved, this skipping the approval workflow.
*NOTE : If both the "Skip Validation" and "Skip Approval" options are selected, then the credit request will be automatically created, without needing further approval from the assigned approvers.
6. Once the credits have been successfully created, a notification will appear on the top right corner as follows :
7. Additionally, the credit record will be displayed at the Employee Credit Leave Overview dashboard. To reconfirm the credit request status and view more information, click on the See details icon.
