Import leave balance (admin)

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To import leave balances for employees in bulk as an admin, navigate to Control Panel → Leaves → Balance.

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On this page, use the import option to import leave balances in bulk: click the dropdown beside "Manually Adjust" and selecting "Import Leave Balance."

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Download the sample CSV file, enter the balances you want to upload into the system, and make sure they reflect correctly according to the leave balances already available.

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The balance you enter should account for the difference between the balance already credited to employees and the total balance you want to credit now.

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Update the sheet on the Import Leave Balance page, and the system calculates the new total leave balance according to the existing balances and the values you are adding.

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After uploading the sheet, select the transaction type, such as Uploaded, Manually Adjusted, or Payroll Adjusted, and click "Review and Upload."

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Once the sheet is reviewed and uploaded, the employee names and balances are visible below, so you can verify them and select them as needed before finalizing.

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After successfully uploading the import leave balance file, navigate to the Leaves and Balance section, open any employee's leave balance by clicking their employee code, and verify that the balance is correctly reflected for the respective leave categories.