Import leave balances to keep them all up to date across systems

Core HR > Account Data > Import Data

 

Importing leave balances

To start a new file import, go to Core HR > Account data > Import data and click Create new.

Open the Type dropdown list and select ‘Leave balances’. This name may change depending on your chosen terminology.

The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.

More general information on preparing import files can be found in Importing data overview.

 

Leave balances import requirements

 

ColumnField NameData TypeLength LimitExampleDescription
AStaff ID*¹String20ST10001The ID of the staff the balance belongs to. Must match a predefined, non-deleted staff ID.
BLeave balance ID*¹String20LB10001The ID of the leave balance. Must match a predefined, non-deleted leave balance ID.
CBalance¹Number10,083.7652354132The current leave balance. Can be have up to 10 decimals.

* Mandatory   1 Enterprise Only

 

Other relevant articles

Import Data Overview

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