Available for the following plan: Employment Unlimited
Available for the following user access levels: Admin
When transitioning from your existing payroll provider to Employment Hero's payroll platform, employees will inevitably have existing Year to Date (YTD) time off balances that need transferring across. It is important to manage this carefully to make sure balances are accurate for your employees from day one.
You can update vacation starting balances in two ways:
- Individually: From the employee profile using the Opening Balances feature
- In Bulk: Upload your opening balances for all employees via a csv.
Getting started
Click below to learn how to manage your employees' vacation starting balances.
You can use the Opening Balances feature on the employee records and add the balance to your employees one by one.
Important
When adding opening balances, it is important that your employees know when these balances are effective from. For example, if your vacation calendar year is January to December and your vacation starting balances are effective July 1st, employees need to be aware that they should submit time off requests for July onwards, even if they had already submitted this time off in a previous system.
You can easily import all opening balances, including vacation starting balances, in Settings from the Opening Balances feature located in the Payroll section.
From there, you can download a CSV or Excel template, which you’ll use to enter year-to-date amounts for each employee—even across multiple provinces in the same file.
Once you’ve filled in and saved the information, return to the Opening Balances screen, upload your completed file by clicking or dragging it into the platform, and then confirm by selecting Upload.
For a step-by-step guide, click here.