> For the complete documentation index, see [llms.txt](https://docs.coreway.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coreway.com/yoov-work/zh-hk/holiday-management/employee-vacation-balance.md).

# 員工假期餘額

## 1. 查看員工假期餘額 <a href="#id-1-view-employee-leave-balance" id="id-1-view-employee-leave-balance"></a>

### 1.1 查看員工假期餘額(總計)  <a href="#id-1.1-view-employee-leave-balance-summary" id="id-1.1-view-employee-leave-balance-summary"></a>

* 操作步驟： ［假期管理］>［假期餘額］>［員工假期餘額(總結)］

### 1.2 查看員工假期餘額(明細)  <a href="#id-1.2-view-employee-leave-balance-detail" id="id-1.2-view-employee-leave-balance-detail"></a>

* 操作步驟： ［假期管理］>［假期餘額］>［員工假期餘額(明細)］

除了管理員能夠在系統中查看假期餘額外，員工還可以在APP自助查看假期餘額，減少HR工作量。

<figure><img src="/files/cZJTkeXXEWlYPdzSCgOD" alt=""><figcaption></figcaption></figure>

### 1.3 自助平台和APP可查看假期餘額變更歷史 <a href="#id-1.3-self-service-platform-and-app-view-leave-balance-change-history" id="id-1.3-self-service-platform-and-app-view-leave-balance-change-history"></a>

* 操作步驟： \
  自助平台:［自助服務平台］>［請假月曆］>［我的假期 ］>［餘額變更歷史 ］\
  APP：［假期］>［請假月曆］>［餘額］>［餘額變更歷史 ］

<figure><img src="/files/Gw5keOa5nB4MyOcxzm7p" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/uRaqF3NHH8tvSaws3uvt" alt=""><figcaption></figcaption></figure>

## 2. 修改假期餘額  <a href="#id-2-modify-leave-balance" id="id-2-modify-leave-balance"></a>

* 修改單一休假餘額只需直接點擊要更改的休假即可。批次修改休假餘額需要下載範本修改並上傳。

### 2.1 單一發放/扣減餘額  <a href="#id-2.1-single-issue-deduct-balance" id="id-2.1-single-issue-deduct-balance"></a>

* 操作步驟：\
  ①［假期管理］>［假期餘額］>［員工假期餘額(總計)］> 點選員工的假期餘額數\
  ② 進入［假期使用紀錄］>［修改假期餘額］\
  ③ 在編輯假期窗口，增加/減少假期餘額，設定發放週期、生效日和輸入備註，點擊 「提交」

<figure><img src="/files/h6wh5xESuQmAkz4Q18sU" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/C78516VlyseQPe6UGanP" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/WhsyRUmdTTn8QLZFsjcZ" alt=""><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="/files/U4Xe3NZpHDKMbIHScpZa" alt=""><figcaption></figcaption></figure></div>

### 2.2 批量發放/扣減餘額  <a href="#id-2.2-bulk-issue-deduct-balance" id="id-2.2-bulk-issue-deduct-balance"></a>

* 大量發放/扣減餘額，發放多個員工或扣減多筆假期額度記錄。
* 操作步驟：\
  ①［假期管理］>［假期餘額］>［員工假期餘額(總計)］>［Excel批量修改餘額］\
  ② 在修改假期餘額頁面，選擇需要匯入的假期，點選 「下載模板」 下載假期餘額模板\
  ③ 依範本要求，修改適用假期的餘額，並保存Excel\
  ④ 回到修改假期餘額頁面，點選 「選擇範本」 選擇文件，點選 「上傳」，上傳成功後，Excel中的餘額會覆蓋系統中的餘額

<figure><img src="/files/dsWsVAmIadzoEE0KJasP" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/WvCjanSdSvCXtw6pMx2h" alt=""><figcaption></figcaption></figure>

## 3. 導出假期報表 <a href="#id-3-export-leave-report" id="id-3-export-leave-report"></a>

* 導出假期餘額報表 - 操作步驟：\
  &#x20;［假期管理］>［假期餘額］>［員工假期餘額(總計)］>［導出假期餘額報表］
* 導出假期年度報表 - 操作步驟： \
  ①［假期管理］>［假期餘額］>［員工假期餘額(總計)］>［導出年度報表］\
  ② 在年度報表彈出窗口，選擇需要導出的假期、年度，點選 「導出」

<figure><img src="/files/cm250FEMMYpEz9FKQWl0" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/PQGkOupuMwplZkQ7bBUX" alt=""><figcaption></figcaption></figure></div>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.coreway.com/yoov-work/zh-hk/holiday-management/employee-vacation-balance.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
