Import Leave Balance

After setting up the company and leaves types and policies in the main settings on Carbonate HR app, you will need to import your staff's leaves balance.

With the help of a template file provided on Carbonate HR app, you will be able to import all the leave balances in on go, in no time. You may  download the template here

Now let's see how to actually import the leave balance.

Step 1

Click on Leave on the left-side menu.

Step 2

Click on the Select Import Option at the top right of the page.

Step 3

Click on Import Leave Balance from the drop-down list.

Step 4

Download the Sample File

Step 5

Please follow the examples format to populate the data in the file and remove the unwanted entries from the datasheet.

Step 6

Save the updated file in .csv format (Comma delimited or comma separated)

Step 7

Follow the steps 1, 2 & 3, click on Attach CSV and select the updated saved .csv file from your computer and click on Open in the new dialogue window.

Watch a practical example of importing staff leave balance

Still need assistance? No worries!We would love to help you. Feel free to write us at support@carbonateapp.com

Aneeq Khan

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