Import Leave records for your staff in bulk
Core HR > Account Data > Import Data
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’. 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 import requirements
During the run of a leave sync file, matches will be found based on a combination of staff, type, start date and end date. Existing leave requests that are not matched exactly will be removed (when running in ‘delete’ mode). Matches found with a new status will have their status updated in the system.
|Column||Field Name||Data Type||Length Limit||Example||Description|
|A||Staff*||Reference||20||ST10001||The staff this leave is attached to. Must match the ID of an existing non-deleted staff.|
|B||Type*||Reference||20||LT10001||The type of leave. Must match the ID of a non-deleted leave type that is turned on for the staff within their award.|
|C||Start date*||String||2014-12-06||The first date the leave request affects. Enter in YYYY-MM-DD format.|
|D||End date*||String||2014-12-09||If the leave request spans multiple days, select the last day it affects. If it is a single day, this will be the same as the start date. Enter in YYYY-MM-DD format.|
|E||Hours||String||4,3||7.5||The total hours (per day) of the leave. This field will be ignored if the leave is mutli-day.|
|F||Start time||String||09:00||The start time of the leave (per day) of the leave. This field will be used for each day if the leave is multi-day|
|G||Manager notes||Long String||Fine with me if we can get one of the others to take on some extra hours.||A notes field only managers can see and edit.|
|H||Status||String||Approved||The current status of the leave.If the leave is 'Pending' approval, it can be changed to 'Approved' or 'Rejected'.|
* Mandatory 1 Enterprise Only