If you are our EasyWork loyal users and have utilized our Basic Leave application to manage the employee's leave application, this migration feature might be good news to you.
After you purchased our Pro plan or Enterprise Plan, you may want to migrate the Basic Leave applications to Leave Pro. To manage and track employee's leave balance/application in one place.
This knowledge base is to guide the company who wants to start the Leave Pro system from new.
Remark:
i) What do we mean by starting the Leave Pro from scratch?
-Before the feature of migrating from basic leave to pro, some companies may start to use Leave Pro to manage and track employee's leave records.
-When planning the leave migration, the company may wish to keeps all existing leave pro requests, leave balance, and transactions. So we provide an option for the company to choose to retain existing leave pro applications. NO leave pro requests would be deleted and NO leave balance would be reset.
ii) Which leave types did we support when migrating Basic Leave to Pro?
Currently, we only support the leave migration for Annual Leave and Medical Leave. It means if you employees applied other leave types like Emergency Leave and Day Off from basic leave request, no migration apply.
Migrating from Basic Leave to Pro (Start the Leave Pro from New)
Step 1:
-Ensure you have turned ON the leave type(Annual Leave & Medical Leave) that you want to apply the migration from basic leave to pro.
-If you turned OFF the leave type, for example, Medical Leave, we wouldn't clone the Medical Leave request to leave pro & reset the Medical Leave balance and delete existing Medical Leave requestes applied using the leave pro.
How to go to Leave Types Management?
Leave Pro > Go to Leave Pro settings screen > Choose "Leave Types Management" to manage your company's available leave type.
Step 2:
Home screen > Tap on the menu "Leave" > Enter Leave's home screen
Step 3:
-Tap "Migrate To Leave (Pro)" to proceed. It shows a list of basic leave applications that would migrate to Leave Pro. You may scroll down to check the list.
-The list returned
- is only applied to the Annual Leave and Medical Leave.
- is based on the availability of leave type in Leave Pro. Let's say if you have turned OFF the Medical Leave, then Medical Leave wouldn't appear on the list.
Step 4:
Make sure the option "Retain existing leave pro application" was unticked.
Step 5:
After confirming everything, you may proceed with the migration.
Step 6:
Implementation for Migrating from Basic Leave to Pro(Start the Leave Pro from New)
i) We cloned all the applicable basic leave applications to leave pro (Included the supporting documents and Comment)
ii) We deleted existing leave pro applications related with Annual Leave and Medical Leave. You cant find the deleted leave requests from My Submission( and leave pro CSV report
iii) We reset leave balance to 0
iv) We updated the employee's leave balance for the basic leave requests that are pending or approved.
For example, the employee has applied
-Annual Leave using basic leave form,
-with the leave duration of 1.5 days, and
-has been approved.
After the migration, you could view that the Annual Leave has been reset to 0 days. At the same time, we would deduct the balance 1.5 days.
v) Everything will retain for other leave types. You can see that the Maternity Leave 's usage remains 39 days. And the application is showed in leave pro CSV report.
