You want to import the leave balance of your employees, you can follow the process below:
Who is concerned by this article ?
Administrators of Eurécia.
How to import leave balances?
Access : Admin Area > Staff leave and absences > Variable payroll elements > Import/Export > Manual data import
- Click on 'New'
- Select 'Staff leave balance'
- Click on 'Import file'
- If necessary, fill in a description
- Chose the file to import in CSV
- If necessary, check 'Update any existing elements'
- Click on Step 3 - Load file
The software then takes into account the data from the import file. Below the form, a list of importable items appears.
It is necessary to map the column headers contained in the file (by selecting them from the different drop-down lists) with those of the software.
Finally, click on the 'Start import' button at the bottom of the mapping list.
A detailed import report reports any anomalies.
Check the validity of the data, then repeat the import operation from the beginning until there are no more anomalies.
The import key can be the employee ID number or the email of the employee but not both.
Keywords associated to this article :
Import - staff leave balances - import file - mapping - elements