Import the Employee Leave Balance
After setting up the company, leave types and policies in the main settings on Carbonate HR app, you will need to import your employees leaves balance.
With the help of a template file provided on Carbonate HR app, you will be able to import all the leave balances in one go, in no time.
Before importing leave we can check the actual leave balance of the user by exporting it and verify the same.
On the dashboard, go to the Leave section.
Click on the Select Import Option at the top right of the page.
Click on Import Leave Balance from the drop-down list.
Download the Sample File
Please follow the examples format to populate the data in the file and remove the unwanted entries from the datasheet.
Save the updated file in .csv format (Comma delimited or comma separated)
Follow steps 1, 2 & 3, click on Attach CSV and select the updated saved .csv file from your computer and click on Open in the new dialogue window.
Watch a practical example of importing staff leave balance
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