How can admin upload employees' opening leave balance in bulk?

An opening leave balance is the employee's unused leave at the start of a designated period.

To upload the employee's opening leave balance in bulk, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Admin > Excel Import. The Excel Import page opens.
2. From the Importer Type drop-down, select Leave Transaction Importer.
3. Click Import From Excel.
4. On the Excel Importer page, under Step 1: Excel Importer, click Download a sample file.
5. Save the file on your computer. In the Leave Transaction Importer Excel file on your computer, fill in the required details. Save and close the Excel importer file.
6. Click Upload File to upload the Excel importer.
7. Click Next. 
8. Under Step 2: Excel Importer Mapping, map the fields from Excel to the application terms, if required. To map a field, select the corresponding field under the Mapped To column.
   Note: This step is mandatory if you have changed the format of the Leave Transaction Importer Excel file.
9. Click Next. You are redirected to Step 3: Excel Importer Validate.
10. Under Step 3: Excel Importer Validate,  click Next to upload employees' leave opening balance through Excel importer.
11. Click Ok to complete the process. 
    
    

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Related Links:

Video- To watch the video about Excel Import, click here.

FAQs- To read more FAQs about Excel Import, click here.

Documentation- To learn more about Excel Import, click here.

Product Update- To read about the product update, click here.