Available for the following HR 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
- Click the Time menu.
- Under Leave, click the Leave Management submenu.
- Click the Leave Balances tab to view leave balances.
- Click the Bulk Import Balances button.
- Click the Download button to download a template.
- Edit the employee leave balances in the template.
- Save the changes.
- Click the button to upload the edited CSV file.
- Choose the file you edited.
- Click the Yes button.
- Make sure the CSV Columns match with the correct Employment Hero Fields.
Important
The leave category in the CSV file must exactly match the leave category in the system, including capitalisation, as it is case-sensitive. - Click the Continue button.
- Click the Go to Leave Balances page button.
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