Base HRM - Leave: Add Annual Leave policy for each employee in

Đã sửa đổi vào: Mon, 26 Tháng 5, 2025 lúc 7:20 SA

To set up annual leave policy for employees, access Base HRM by selecting the Base HRM icon in the application list, or go to https://hrm.base.vn/ . 

There are 2 ways to add leave policies for individual employees.

Method 1: Add staff manually

• Step 1 : Go to  Leave > Click on " Add participants " 

• Step 2:  Select Leave Type as Annual Leave and tag participants.

• Step 3: Enter  leave information for employees >> Save

- Leave Policy: Select the leave policy you need to add for your staff.

-  Effective date:  Time to apply the policy to employees

- Information on the number of leaves available to employees: Leave in stock, Annual leave, Seniority leave

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Besides:

If the setting in the Annual leave  type is " Participate in annual leave policy and participate in compensatory leave policy at the same time "

>> When adding employees to an annual leave policy, they will be automatically added to the selected Compensatory Leave  policy.

Method 2: Add a list of personnel participating in the policy using an excel file.

• Step 1 : Select Leave >> move the mouse to Add participants 

>> select Enter annual leave data   or Compensatory leave

• Step 2  : Click Download  sample file >> then fill in the corresponding information 

*** Tip:
+ Employee code, employee name  : you can quickly retrieve information by exporting employee information and then importing it into the template file.

- Go to  Personnel List > Select custom extraction

- Select personnel information form

+ Leave policy : you fill in the name of the leave policy assigned to the employee.
+ Join date  : you enter the text format dd/mm/yyyy .

• Step 3 : After having a complete information file > you import that file > Continue > then quickly check the information displayed below > Enter to import information.

Click  OK  to finish.

**Note:

• Check for duplicates if desired.

• Check and require employee code to be correct: Check if you want  to enter data only according to the employee code.

• You can only create permission policies for employees that you manage (however, some policies do not allow managers to apply this privilege).

FAQ?

1. Policy added but staff not allowed

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