Importing Leave Requests And Entitlements AI Import 0 0

What It Does

Explains how approved leave and entitlements can be imported in bulk with review steps.

This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.

When To Use It

• Use it when setting up or reviewing this feature for a company.
• Use it when a user asks where the feature is or why the expected record is missing.
• Use it before importing, approving, publishing, syncing, or reporting data related to this area.

Before You Start

• Confirm you have permission to use the screen.
• Check that required setup records already exist.
• Review the record before saving changes.

Basic Steps

1. Confirm the employee has the correct leave type and entitlement.
2. Create or review the leave request with accurate dates.
3. Check overlap with holidays, schedules, and existing leave.
4. Approve, reject, or return the request based on company policy.
5. Review the leave calendar or balance after the decision.

Practical Example

An employee requests two vacation days. HR uses importing leave requests and entitlements ai import to confirm the employee has enough entitlement, checks that no public holiday is counted incorrectly, routes the request to the correct approver, and verifies the balance after approval.

Common Mistakes

• Approving leave before checking entitlement.
• Forgetting holidays inside the leave period.
• Using the wrong leave type.
• Not checking the calendar for overlaps.

What To Check If Something Looks Wrong

• Confirm the employee, company, department, location, or date range is correct.
• Confirm the user has both module access and role permission.
• Check whether the record is filtered out by status, date, location, or department.
• Review related logs, history, or reports before changing production data.

Related Articles

• Leave Management Overview
• Submitting And Approving Leave Requests
• Leave Calendar And Balance Reports