How to Link Multiple Employees to a New Leave Policy in Sage 300 People
How to Link Multiple Employees to a New Leave Policy in Sage 300 People
You Can use the Employee Transfer functionality for linking multiple employees to a new Leave policy.
- Click on the Employee Management from the navigation Pane.
- Select Employee transfer navigation item.
- Click on the Transfer from Ribbon & Select Transfer employee’s option.
- Welcome to the transfer Wizard Displays, click on the Next.
- Select the transfers you wish to do screen displays.
- Tick the Leave Policy box and click on Next
- Transfer Selections screen displays.
- Select the Applicable transfer reason and New Leave policy the employee should be linked to.
- Click on Next.
- Which employee(s) to transfer screen displays.
- Click on the Transfer Multiple employees.
- All Employees selected in the basic filter will be displayed on the screen.
- Select the employees you want to link new policy to by ticking the include employee box.
- Click on Next.
- Employee leave policy screen displays.
- Click on each employee individually and select the applicable option for transferring leave definition balance.
- Click on Next.
- The employee(s) Transfer Confirmation settings screen displays.
- Click on Next.
- The processing transfer screen displays.
- Click on next & finish.
- Close the screen.
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