Opening Leave Balance

Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Opening Leave Balance utility. 
Before we begin, let us understand about the need of Opening Leave Balance entry and the usage of this particular activity.
When you are shifting your data from manual system or from any other software to AlignBooks, you will need to bring in system the Accumulated leave balance of your Employees so that these leave balances are available for consumption. 
Therefore, in Opening Leave Balance we enter Opening value for each employee with all the available data at hand. This is a one-time process at the time of shifting data from a manual system or from other system and this library of data is extensively used to capture, generate and auto generate the required documents and reports in a desired format.  
You can also edit an already created set of information with required authorization.
The key functions of an Opening Leave Balance Module are:
·     Enter the data of Opening Leave;
·     Modification in data of Opening Leave;
We will be going through the each of these set of information in detail.
If you have not yet created Leave profile of your Employees, you should first create the Leave profile.
To create a Leave, use leave master menu under module.
Take note while creating a Leave Master this property should be set to “Yes” if you want to enter the opening balance of Leave.
Enter the Data of Opening Leave first time
If you are on Welcome page, you need to click on   Icon and you will get eight options. Select out of the eight menu options available. The Screen appears will look like;
Opening Leave Balance
Let us understand how you can input the opening leave details;
Once you open form, a list of all the Employees created by you will be displayed in the Table. If you have already entered any value against any Employee and Leave earlier, those values will also be displayed against that Leave. You can input the value against any item, if not already entered, or change value entered earlier.
Let us understand the columns of the table;

Employee Code

1. Employee Code : Here Employee Code is displayed.

Employee Name

2. Employee Name Here Employee Name is displayed.
All Leave Master having Property Transferable - "Yes" will appear as a Column. User can enter the opening balance under respective leaves for ech employee.

Leave Name

3. Leave Name : Enter the Opening leave balance of the Employee.
When you have finished your data entry for all Employees, click on   to Save the values.
Export : Click on to Export the data as visible in the list to an Excel Sheet.
Search : Type a text to search a particular record.
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!