Capturing Leave in Bulk via Excel Imports

You can record leave in bulk using Excel if you have many employees going on leave over a similar period. For example, many companies have an annual shutdown period in December where all employees go on leave simultaneously.

There’s two steps involved in this process:

Step 1: Download and complete the Excel template¶

Go to Employees > Bulk Actions > Leave Dates Import
Click the Export Leave Dates File button
Use the filters to select specific employees or groups of employees
Enter the date range that you’d like to record leave for. Please note that the date range must be less than or equal to 100 days.
Click Export

An Excel file will now download to your computer:

Open the Excel file.
You’ll see the employee’s details in columns B, C and D and the days from the date range in each subsequent column. Do not change the structure of the file i.e. do not delete or add columns or rows.
To record a leave day, navigate to the column with that date. Note that leave can only be recorded on days that are not greyed out – greyed out cells represent days that do not form part of the employee’s regular working days, or it is a public holiday.
Click on the cell in that column that aligns with the employee who is taking leave.
Use the dropdown arrow to select the leave type.
You can use Excel’s drag functionality to copy the leave type down to all employees if needed (e.g. the day forms part of a period of annual shutdown).
Save the file to your computer when you are satisfied that all leave days have been recorded.

Step 2: Upload the Excel template¶

Return to Employees > Bulk Actions > Leave Dates Import
Click on Choose File under Step 2 – Upload and locate the file on your computer
Click the Override previously recorded leave? checkbox if you previously uploaded a spreadsheet that covers one or more days in the spreadsheet and you wish to override what you recorded then.
Click Upload
You’ll now be able to review the dates that you have recorded.
Click Save.