Keeping employee leave entitlements up to date is important when it comes to making decisions around who can and should take time off throughout the year.
Tanda can hold a leave entitlement in the system for each employee by leave type, and display these balances when employees are applying for leave and managers are approving leave requests.
Live Payroll Systems
If you're using a Live payroll system such as Xero or MYOB (Australia Only), Tanda will automatically import the balances held in these systems into your account. If you're using a Desktop based payroll system, or leave balances cannot currently be imported from your Live payroll system, read on to see how Tanda can manage these balances in your account instead.
Setting up Your Opening Balances
If you do not currently have leave balances for staff in your account, you will want to import opening balances (in hours). You can do this via CSV upload using the link here. Download the CSV template and fill out the opening balances for each of your staff. For any leave types which you don't hold balances for, leave these blank:
Upload the template into your account, and Tanda will assign these balances to your staff. From here, Tanda will begin to track your leave balances as requests are approved or amended.
If at any time you need to adjust the balance held for your staff in Tanda, you can do this in their profile by selecting Leave from the Profile drop-down menu under Workforce > Staff:
Under the Leave Balances header, click on the leave balance you wish to change, and amend the number of hours held in the system for them:
How Are Balances Tracked?
Tanda will deduct the number of hours from a leave request once it is approved by a manager. Approved leave requests that are amended, or rejected are also taken in to account when calculating the amount of leave remaining in the system.
Entering Start Date for Leave Balances
Go to General Settings > Time Off:
From here you can enter the month and date that you would like leave balances to be taken from, or accrued from. These balances will be reset each leave year.
If you need any further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or firstname.lastname@example.org