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How to bulk update employee leave balances via HR classic

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 leave balances in bulk. This means you do not have to adjust each employee's leave balance per leave type individually. You can simply download the CSV template containing employee leave 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 leave balances
  1. Click the   Time menu.
  2. Under Leave, click the Leave Management submenu.
  3. Click the Leave Balances tab to view leave balances.
  4. Click the Bulk Import Balances button.
    screenshot of the leave management page, highlighting the leave balances tab and bulk import balance button=
  5. Click the Download button to download a template.
    screenshot of the import leave balances page, highlighting the download button
  6. Edit the employee leave balances in the template.
  7. Save the changes.
  8. Click the  button to upload the edited CSV file.
    screenshot of the import leave balances page, highlighting the upload button

    Important

    The leave category in the CSV file must exactly match the leave category in the system, including capitalisation, as it is case-sensitive.
  9. Choose the file you edited.
  10. Click the Yes button.
    screenshot of the import file pop-up, highlighting the yes button
  11. Make sure the CSV Columns match with the correct Employment Hero Fields.
  12. Click the Continue button.
    screenshot of the import leave balances page, highlighting the continue button
  13. Click the Go to Leave Balances page button.
    screenshot of the page saying imported successfully, highlighting the go to leave balances page button

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