The bulk import function allows you to import employee leave balances from your payroll platform with a CSV or XLSX file
Storing leave balances within the Timecloud platform is beneficial for supervisors to make an informed decision about approving or declining an employee's leave application.
Leave balances can either be synchronised via a supported payroll API integration, or via importing from a .CSV / .XLSX file.
Accessing the Import
Navigate to the Leave page using the navigation bar located on the right hand side of the page and select 'Upload Leave Balances'.
Permissions
If your company has Feature Access enabled, supervisors will be required to have the 'Leave Balance Upload Screen' permission assigned within Settings -> Feature Access
Supported Export Templates
Timecloud supports the standard leave balance export formats from the following payroll platforms:
- Smartly
- Datacom
- Employment Hero
Outside of this list, you can use the field mapping process (described below) from a .CSV or .XLSX format.
Field Mapping
Minimum Required Fields:
- Employee Payroll Code
- Leave Type Payroll Code
- Balance
- Units
While the import is not required to match an exact file format, you can access an example template that includes these fields here.
After selecting a file to import, you will be prompted to map the correct columns from your file to the required fields within Timecloud.
Errors
If there are any errors detected, these will be displayed in a table format. You can hover over the info icon to read the description. You can then make the required adjustments and re-complete the import process.
