The Bulk Refund tab allows you to process vacation leave refunds for multiple eligible employees at once. You can filter employees using the available criteria, download the Excel template, fill in the required information, and import the completed file to process the refunds.
The illustration below shows how to process vacation leave refunds in bulk.
- 1A. Click the Bulk Refund tab.
- 1B. Select the Company.
- 1C. Select the required employee(s).
- 1D. Click Download template.
- Wait until the download is complete.
- Note: The file is automatically saved in the Downloads folder.
- 1E. Browse the appropriate folder and double-click the excel template
- The illustration below shows an extract of the VacationLeave-BulkRefund template.
- 1F. Enter the number of days to be refunded in the REFUNDED QTY column.
- 1G. Enter the vacation leave refund date in the FROM VACATION LEAVE DATE column.
- 1H. Save the Excel file.
- 1I. Close the Excel file.
- 2A. Under Import Excel File, click Choose file.
- 2B. Browse the Downloads folder where the completed VacationLeave-BulkRefund template is saved and double-click the file to select it.
- 2C. Click Import.
- 2D. Click Import again to confirm.
- The message IMPORT COMPLETED is displayed
- 3A. To verify the refund, click Vacation Leave Details tab.
- 3B. Apply the relevant filter options to display the required employee records.
- 3C. In the Quantity column, click the lens icon for the refunded record to view the refund details.
- The illustration below shows the refunded quantity for selected employee.
