Bulk importing leave balances

Instead of setting each employee's leave balance one at a time, you can set the same balance for everyone in one step, or upload a spreadsheet with per-employee figures. These options live in the Actions menu on the Balance Management screen and need a role that can manage leave balances.

1. Leave Management — Open the Leave Management group in the menu.

2. Balance Management — Then choose Balance Management.

3. Actions — Click Actions at the top right.

4. Download Sample Template — Downloads a spreadsheet you can fill in with employee balances.

5. Import Balances — Pick the filled file (.xlsx, .xls, or .csv) — balances are imported for the current year.

6. Bulk Set Initial Balance — Opens a panel to set the same initial entitlement for many employees at once.

7. Year — The year the balance applies to.

8. Leave Type — Pick the leave type.

9. Entitled Days — Days each employee should get. Steps of 0.5 are allowed.

10. Set Balance — Apply the balance to all selected employees.

Steps

Download the template

1. Open Leave Management → Balance Management.
2. Open the Actions menu at the top right and choose Download Sample Template. A spreadsheet downloads that you can fill in with employee balances.

Import balances from a spreadsheet

1. Fill in the downloaded template.
2. Open the Actions menu and choose Import Balances.
3. Pick your file (.xlsx, .xls, or .csv). The balances are imported for the current year and a summary message tells you the result.

Set the same initial balance for many employees

1. Open the Actions menu and choose Bulk Set Initial Balance. A panel slides in.
2. Set the Year.
3. Pick the Leave Type.
4. Enter the Entitled Days to give each employee (steps of 0.5 are allowed).
5. Leave Apply to All Employees on to set it for every active employee, or turn it off and add specific employees with the search box.
6. Click Set Balance.

Tips

• Imports apply to the current year. To set balances for a different year, use Bulk Set Initial Balance and pick the year there.
• These options appear only if your role can manage leave balances.

Note