[PR] How to Add Beginning Leave Balances

1. After setting up a leave code and assigning it to employees, open the PR Leave Entry form and create a new batch.

2. For each employee, enter:

   • Employee name

   • Leave code

   • Date (must be at least one day after the code’s reset date)

   • Type: A – Accrual

   • Amount: Total hours for the beginning balance

   • Description: e.g., “Beginning balance”

3. Once all employees are entered, go to File → Process Batch to post the batch.

4. Depending on your leave code setup, you may need to run Leave Code Reset afterward to zero out accrual limits or move balances into carryover.

Tip: Adding the beginning balance as an accrual may affect when an employee reaches their accrual limits for the year.