How to Fill In Your Leave Opening Balances: Leaves History, Credit Leave Request History and Carry Forward Leave

Audience & Scope

Audience: HR and admin teams setting up brioHR for the first time

Module: Leave

Country: Malaysia, Singapore

Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; Leave Policy tab filled in

This article is part of the Leave data migration series. It follows the Leave Data Migration Guide (PDF).

One row per leave already taken so far this calendar year.

Column	Answer	Notes
Employee Staff ID	Text	Must match the Employee List.
Employee Email	Text	Must match the Employee List.
Types of Leave	Text	Must match a leave type name on the Leave Policy tab.
No. of Days	Number
Is it carried forward from last year?	Yes; No	Flags whether the day came from carry forward.
Is it a half day?	AM - Morning; PM - Afternoon	Fill in only for half days.
Start Date, End Date	YYYY-MM-DD

Sample of the Leave Application Record Template (MY)

Where it appears in brioHR: The employee's Leave Status and History column

One row per existing credit, for credit-based leave types only.

Column	Notes
Employee ID, Employee Name	Identify the employee.
Credit Leave Type	Must match a credit-based leave type on the Leave Policy tab.
Reference Date	The date the credit was earned.
No. of Days	Number of credit days.
Justification	Why the credit was granted.

Sample of the Leave Application Record Template (MY)

Where it appears in brioHR: The employee's Leave Status and History column

Column	Notes
Employee Staff ID, Employee Email Address	Must match the Employee List.
No. of Carry Forward Leaves (previous year to current year)	Days carried into the new year as at 1 January. The column heading names specific years, so check it matches your go-live year.

Sample of the Leave Application Record Template (MY)

Where it appears in brioHR: The employee's Leave Entitlement column

Next: Leave Template: Malaysia vs Singapore, Common Mistakes and an Example →

Ownership

By: Aqilah

This article explains how to fill in the three opening balance tabs of the Leave Application Record Template: Leaves History, Credit Leave Request History and Carry Forward Leave.