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
|Column||Field Name||Data Type||Length Limit||Example||Description|
|A||Staff ID*¹||String||20||ST10001||The ID of the staff the balance belongs to. Must match a predefined, non-deleted staff ID.|
|B||Leave balance ID*¹||String||20||LB10001||The ID of the leave balance. Must match a predefined, non-deleted leave balance ID.|
|C||Balance¹||Number||10,0||83.7652354132||The current leave balance. Can be have up to 10 decimals.|
* Mandatory 1 Enterprise Only