Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans Standard, Premium, Platinum
Available for the following User Access level: Admin
The Bulk Import Balances feature lets you update employee time off balances in bulk. This means you do not have to adjust each employee's time off balance per time off type individually. You can simply download the CSV template containing employee time off balances, edit it, and re-upload.
Important
This feature is only available for Employment Hero users who are connected to a payroll account.
Interactive learning
Watch an interactive demo here
Getting started
Bulk update employee time off balances
- Click the Time menu.
- Under Time off, click the Time off Management submenu.
- Click the Time off Balances tab to view time off balances.
- Click the Bulk Import Balances button.
- Click the Download button to download a template.
- Edit the employee time off balances in the template.
- Save the changes.
- Click the button to upload the edited CSV file.
Important
The time off category in the CSV file must exactly match the time off category in the system, including capitalisation, as it is case-sensitive. - Choose the file you edited.
- Click the Yes button.
- Make sure the CSV Columns match with the correct Employment Hero Fields.
- Click the Continue button.
- Click the Go to Time off Balances page button.