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Leave Data Migration and Verification: Start Here

Start here to set up and check your Leave data in brioHR: the order to read the articles, what each covers, and links to the PDF guides.

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 data migrated or about to be migrated by your IM

 

Leave builds on your employees' data (Profile & Dashboards): every leave record is matched to an employee by Staff ID and email. So complete and verify your Employee List first, then come to this one.

These articles help you fill in the Leave Application Record Template, the one template that sets up your whole Leave module: your approvers, your leave types and their rules, and each employee's opening balances. They then help you confirm everything landed the way you intended, before employees start applying for leave. If you get stuck, your Implementation Manager (IM) is happy to help.

Part 1: Data migration

SectionWhat it coversWhat you'll do
Understanding the processWhy Leave needs extra care, the key terms, and what happens after.Read through it once. There is nothing to fill in.
What you need to prepareThe data you'll provide, the details to gather first, and the order it loads in.Tick off the readiness checklist.
How to complete the documentsWhere your data goes, step-by-step instructions for each tab, plus an example.Fill in the template and send it to your IM.
  1. Understanding the Leave Data Migration Process
  2. What to Prepare Before Filling In Your Leave Template
  3. Where Your Leave Data Goes in brioHR
  4. How to Fill In the General & Approval Workflow and Leave Policy Tabs
  5. How to Fill In Your Leave Opening Balances: Leaves History, Credit Leave Request History and Carry Forward Leave
  6. Leave Template: Malaysia vs Singapore, Common Mistakes and an Example

Part 2: Data verification

Your leave policies, approvers and opening balances are now in brioHR. Before employees start applying for leave, these articles help you confirm everything landed the way you intended. Wrong setup is difficult to fix later, and wrong opening balances are the most common cause of questions on day one.

#SectionWhat you'll do
1Verify your data, step by stepWork through ten checks inside brioHR, then compare using reports.
2What to look out forDo a final scan of the trickiest spots for each data group.
3If something doesn't matchMatch what you see to its likely cause and fix.
4Sign off and next stepsConfirm everything is ready before employees are invited in.
  1. How to Verify Your Leave Types, Policies and Configuration
  2. How to Verify Leave Approvers, Entitlements and Balances
  3. Leave Data: What to Look Out For and What to Do If Something Doesn't Match
  4. How to Sign Off Your Leave Data

Prefer a PDF?

Start with: Understanding the Leave Data Migration Process →

 

Ownership

By: Aqilah