Employee Leave Balance Migration

Continue leave requests with verified opening balances

We help prepare leave balances so employees can continue requesting leave in the new system. Effective dates and outstanding requests are reviewed together from the start.

Discuss Your RequirementsExplore the Details

What to Confirm Before Migrating Leave Balances

When changing applications, leave balances need an agreed effective date. A reported balance may change as new requests are submitted or approved. Sigma Solusi Informatika helps review these changes so the opening balance reflects the agreed position. We compare balances for each employee with the latest confirmed report, including leave approved shortly before the transition.

Agree the Balance and Effective Date

Balance reports produced on different dates may not be directly comparable. Some balances also have expiry dates or include leave carried over from earlier periods. Record these details alongside the amount so users can understand the opening balance in the new application.

We review leave types, periods, and the effective date with your team. Your company confirms the source report. Sample balances help identify preparation and configuration requirements before importing.

Review Requests Awaiting a Decision

Pending requests need a clear plan. Check whether the source balance already accounts for them and decide where each request will be completed. Without this agreement, a request may be missed or deducted more than once.

We help HR identify the decisions needed. Agree which requests will be completed in the previous system and which need to continue in the new application. Use this plan when preparing opening balances and explaining the change to users.

Check Sample Balances and the Request Process

Include employees with different balance situations in the checks. Review leave types, expiry periods, and relevant transactions against company policy. These examples help identify differences before employees begin submitting requests.

We compare results with the confirmed source. Once balances are correct, users are introduced to the new request process. Support remains available to investigate questions during initial use.

A Practical Example of a Leave Balance Check

Suppose an employee has a balance of eight days on the transition date and a pending request for two days. Before importing, confirm whether those two days have already been deducted from the displayed balance. Company policies may differ. Recording the treatment prevents a second deduction for the same request.

Clear effective dates, company rules, and outstanding requests make leave balance migration more efficient. Sigma helps prepare the format and verify the results, giving HR practical assistance. The company can then explain the opening balances to employees and continue handling leave requests.

Sigma Solusi Informatika helps review balances and outstanding requests before they are used in Sigma HRIS or Forte HRIS. Once the records are confirmed, Employee Self Service training introduces users to the process. HR and the support team remain available to investigate balance questions after the move.

HRIS Migration Data ValidationEmployee Self Service Training

Explore the HR processes that may be included in the discussion, preparation, and user guidance for this service.

Employee Leave

Manage employee leave, including balances, requests, and approvals, in line with company policy using Sigma HRIS or Forte HRIS.

Absence and Leave Requests

Record employee leave and absences, including reasons, dates, and approval status, to simplify attendance checks.

Work Calendar and Holidays

Manage work calendars and holidays, which serve as the basis for shifts, leave, and employee attendance, using Sigma HRIS or Forte HRIS.

Questions About Employee Leave Balance Migration

What data is needed to migrate leave balances?

We review employee numbers, leave types, balances, reporting periods, and the effective date according to company policies and requirements.

Why is an effective date important?

Requests and approvals can change a balance. The effective date defines the amount to import and which later changes still need to be recorded.

How are requests awaiting approval handled?

We review their status and effect on balances so they are neither overlooked nor deducted twice during the transition.

Can we include balances carried over from earlier periods?

Yes. Explain the carryover rules and expiry dates so the configuration follows the confirmed company policy.

Can employees immediately use the transferred balance?

Balances and the request process are checked first. Employees begin using them according to the agreed readiness and launch plan.

Who helps investigate a balance difference?

Sigma helps compare the balance with reference reports and relevant transactions, then confirms the result with HR.

Continue Leave Requests with Correct Balances

Prepare the balance report for the agreed date and a list of pending requests. We help check that balances are carried over correctly and requests are not deducted twice.

Discuss Leave Balance MigrationExplore Sigma HRIS and Forte HRIS