Import to Adjust Leave Records and Entitlement

Modified on Thu, 31 Jul at 2:57 PM

This "Import" feature allows admins to manually insert leave records or adjust leave entitlements in bulk. It's useful for handling special or one-off situations outside of the usual leave policies.

All you need to do is fill in the system's Excel template and upload it. This tool has the same function as Leave > Batch Leave, refer to Batch Adjust Leave Entitlement or Leave History

File Selection

1. Leave - To add leave records

2. Time Off - To add time off records

3. Leave Adjustment - To adjust entitlement days

Step 1

On the left side menu, go to Utility (a) > Import Tool (b).

Step 2

Choose Leave and then, click Next in the top right corner of the page.

Step 3

Check the file you would like to import and then, click Next in the top right corner of the page.

Step 4

Click "Download all templates" to get the Excel file format.

Fill in the required details in the template. Once ready, upload the file by clicking the upwards arrow button.

Tip: You can click the "How to Import" button for a detailed guide on how to fill in the file correctly.

Once uploaded, click Next to proceed.

Step 5

You’ll see the Import Status screen, showing your file’s progress. Click Done — the import will continue running in the background.

You’ll be redirected back to the main Import Tool screen.

Click View Import Log to check your upload history.

You'll see three tabs:

In Progress: imports currently running in the background
Completed: Successfully uploaded files
Failed: Files with errors (you can download the error log to fix and reupload)

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.