How can I grant opening balance for employees manually?

To post an opening balance manually for an employee, perform the following steps:

1. Navigate to Leave > Information > Employee Leave. The Employee Leave page opens.
   Note: You can also open the Employee Leave page by navigating to or Actions > Leave > Post Leave Transaction.
2. From select an employee… search box, search and select the employee. 
3. Click the Post Leave Transaction button. The Post Leave Transaction page appears.
4. From the Leave Type dropdown list, select the required leave type.
5. Select Opening Balance from the Transaction Type dropdown list. 
6. Select the appropriate date range and session from the From Date, From Session, To Date, and To Session fields, respectively.
7. In the Days text box, enter the number of days you want to grant the employee as opening balance for the selected leave type. 
8. In the Reason field, type the reason.
9. Click Save.

Related Links:

• Documentation Page - To learn more about leave transactions from our documentation page, click here.
• Product Update - To read our product update, click here.
• Video - To learn more about the leave transactions, click here.