HRStop allows admins to efficiently bulk upload and export employee leave balances through CSV files—eliminating the need for manual data entry.
How to Import Leave Balances:
Follow these steps to upload leave balances in bulk:
- Go to: Control Panel -> Leaves -> Balance
- Click the dropdown arrow beside the Manually Adjust button on the action bar.
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Select Import Leave Balance.
A new page will open with upload options. - Read the instructions on the right-hand side of the screen.
- Download the Sample CSV file provided.
- Edit the file with accurate leave balance data for each employee.
- Upload the edited file in the Upload File field.
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Select the Transaction Type from the available options:
- Uploaded
- Manually Adjust
- Payroll Adjusted
- Click the Upload button.
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Once uploaded:
- A success message will appear.
- Scroll down to check for any rejected entries.
- Rejection reasons will be listed under the Reason column.
Note: All valid changes will reflect instantly in the system.
How to Export Leave Balances:
- Go to: Control Panel -> Leaves -> Balance
- Use filters to refine your search if needed.
- Click the dropdown beside the Filter button.
- Select Export option.
- A CSV file named LeaveBalance.csv will be downloaded containing the filtered data.