Excel Import for Leave Take-On Balances

Once you have added your employees, their leave take-on balances can be added to the system in bulk using an Excel import as follows:

• Go to Employees > Bulk Actions > Take-On Balances under Leave.
• All employees will be listed by default. You can filter them by selecting specific pay frequencies and/or pay points, if necessary.
• Select the Leave Type from the dropdown menu.
• Click Export to Excel to download the template.
• Fill in the relevant information for each employee. Leave any columns that are not applicable blank – if a column does not apply to any employees, continue to leave it blank and do not delete it.

Note

The take-on export/import works per leave type. The page will load "Annual" leave by default. Please ensure that you are selecting the correct leave type before exporting, and again when importing.

Once you have completed/updated and saved the file, it can be uploaded as follows:

• Go to Employees > Bulk Actions > Take-On Balances under Leave.
• Select the Leave Type from the dropdown menu.
• Click the dropdown menu next to Export to Excel, and select “Import from Excel”.
• Verify the information, and click Save.

Important

• Use only an import file that was originally downloaded from the page above.
• Do not alter the structure of the spreadsheet at all when completing it – i.e. do not edit, add, remove, or rearrange any rows or columns.
• The file must be saved in Excel (.xls or .xlsx) format.

If you change the structure/format of the downloaded file, you will likely receive an error when you try to upload the file.