You have the option to import the leave request of your employees in the following cases:
- When you have pending requests from your previous payroll system or you are uploading the leave requests into the Paybooks payroll system for the first time—legacy data.
- When the employee is unable to apply for leave in ESS. Then you, as the admin, can update the leave request on behalf of the employee.
Please note: HR can also do this if permission is given to the HR role under Screen Permission.
To import leave requests:
On the Home Page, click “Transactions.”
Scroll down to Utilities.
Click “Legacy Data.”
Click “Import Leave Request” under “Import.”
Click “Generate Template.”
Update the details in the Excel file.
Enter the following:
- Sl. No
- Employee “Code”
- Employee “Name”
- Leave Abbreviation of the leave request. E.g., sick leave (SL), earned leave (EL), loss of Pay (LOP)
- From Date and To Date of the leave.
- Remarks
You also have the option to enter half-day leave.
Please Note:
For half-day leave, the 'From Date' and 'To Date' fields should match, and the same date should be entered in the 'Half day' column."
When half-day leave extends across two days, update the dates individually for each half-day portion.
E.g.: For half-day leave spanning two days, such as 6th December (second half) and 7th December (first half), create separate entries for each half-day. Enter 06/12/2023 in the 'From Date' and 'To Date' fields for the first half, and 7/12/2023 for the second half."
Save the file to the local drive.
Click “Choose file” and then click “Import.”
On importing, the request leave details will be displayed.
Click “Save” to process the request.
Note: The video outlining the process is attached for your reference.