Step by step guide:
- Navigate to: Admin > Records > Transfer Records.
- Press the blue Add New button at the top of the page.
- Complete the User, Transfer Type, and either Total Day or Total Hours fields.
- It is not necessary to complete the From date and To date fields.
- Set the desired authorisation status for the new record. Setting this to Approved will tell e-days the new record has already completed its approval process.
- Optionally enter any text information into the Details field.
- At the bottom of the page press, the orange Save record button.
Please find our video tutorial link below:
Notes: You will need the Entitlement Set-up permission applied to your e-days role in order to carry out this task.