How can admin grant leaves through leave transaction importer?

Excel import refers to the ability to import data from an Excel sheet into payroll software. The feature allows employers to transfer large amounts of data, such as employee information or payroll data, quickly and easily, without having to manually enter the data into the software. You can grant leaves for bulk employees using a leave transaction importer. 

To grant leaves in bulk, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Admin > Excel Import or Actions > Employee > Import Data From Excel.
2. From the Importer Type drop-down list, select Leave Transaction Importer from the drop-down list.
3. Under Step 1: Excel Importer, click Download a sample file. 
4. Save the file on your computer. In the saved Excel file on your computer, fill in the details you want to upload. Save and close the Excel importer file.
5. In the greytHR application, on the Excel Importer page, under Step 1: Excel Importer, click Upload File. The dialog box appears.
6. Browse to the folder, select the required file, and click Open.
7. Click Next. The Excel Importer Mapping section appears.
8. Click Next. The Excel Importer Validate section appears displaying the message, No new master found. Please click next to see the import result.  This message implies that imported values map to system-defined values.
9. Click Next. The Excel Importer page appears displaying a log of the performed actions. This page also displays the associated errors, if any. 
10. Click OK to complete the leave transaction importer process.

Note: 

• You need to make sure that you update the exact Leave Type in the Excel sheet as given in the application. For example, if it is given Annual Leave in the application, you need to update it as Annual Leave in the Excel sheet. If you enter any other term that is not given in the application, the system will throw an error. 
• You also need to ensure that the transaction type is always selected as granted.

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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.