Field

Description

Leave Type

Select Leave Type from the drop-down list. This field displays all the available Leave Types along with the Leave Code.

OU

This is for selecting employees based on OU. For example, if you want to effect leave balance adjustment for employees in a particular OU, then that OU can be selected here, based on which the employees list is populated in the form.

Enter ‘@@’ in the OU field, which populates list of OUs in a drop down, as shown here:

You can also enter few characters of the OU Name to filter the search. For example, in the screenshot given below, the OU Name has been entered as ‘HR’, and hence the drop down is showing records based on the entered text.

Select the required OU from the drop down.

Grade

This is for selecting employees based on Grade. For example, if you want to effect leave balance adjustment for employees in a particular Grade, then that Grade can be selected here, based on which the employees list is populated in the form.

Follow the same procedure as mentioned above, to choose a Grade.

Location

This is for selecting employees based on location. For example, if you want to effect leave balance adjustment for employees in a particular location, then that location can be selected here, based on which the employees list is populated in the form.

Follow the same procedure as mentioned above, to choose Location.

Adjustment By

Select if bulk adjustment or individual adjustment is being made.

If Individual adjustment is selected, system gives the provision for entering number of leaves for individual employees,

Note: It accepts numeric values only. The width of this field is limited to 5.Half a day adjustment can be mentioned as 0.5

If Bulk adjustment is selected, the number of leave will be same for all the selected employees.

Note: It accepts numeric values only The width of this field is limited to 6. Half a day adjustment can be mentioned as 0.5

Process for All

Select this check box to credit/debit the number of days to all employees shown in the grid.  For example, if the grid shows employees in five pages, then if this check box is selected, it will credit/debit the days to all employees in these 5 pages. If the check box is not selected, then it will select all the employees in the current page only.

Note: This check box will be enabled only if ‘Adjustment by’ is selected as ‘Bulk’

Adjustment Type

Select the Adjustment Type. Select “Credit” or “Debit” to specify if the selected leave has to be credited or debited for the selected employee(s).

Number of days

Enter the Number of days of Leave to be credited or debited. In the case of Individual adjustment, the number of days will have to be entered in the column next to the selected employee. (See figure 11 below for Individual Adjustment).

Note: It accepts numeric values only The width of this field is limited to 6. Half a day adjustment can be mentioned as .5

Reason

Enter the reason as to why the balance is adjusted.

Note: It accepts alpha numeric & special character. The width of this field is limited to 300.