Import leave balances to keep them all up to date across systems
Core HR > Account Data > Import Data
If you are using your payroll system to calculate staff leave balances then you might want to import these into Ento.
If you are using Ento to allow staff to view their balances and to be able to apply for different types of leave then you are going want to routinely export this information from your payroll system then import it into Ento.
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.
File import format
StaffID and Leave Balance ID are the require fields (*as indicated by asterisk)
Leave types that can be imported
More general information on preparing import files can be found in Importing data overview.