Introduction
It is possible to upload the counters for leave & absences in bulk. This process is typically done at the beginning of each new calendar year or at the intial implementation.
Requirements
- All leave types for which you want to upload the counters should already have been created.
- All employees for which you want to upload the counters should already have beenc created.
Steps
Download the template in this article and complete it with the information for your organization. The Excel file should contain the following columns:
| Field | Required? | Comment |
| Reference number | Required | Unique employee number. Based on this number the application will check if the employee already exists. |
| First name | Optional | The first name of the employee |
| Last name | Optional | The last name of the employee |
| Start date | Required | The start date as of when this counter becomes available for the employee |
| End date | Required | The end date until when the employee can use this counter. The start and end date should be in the same calendar year. |
| Leave type code | Required | The code of the leave type you want to upload |
| Number | Required | The number of hours/day (depending on the leave type) you want to upload |
Once the file is completed, you can send it to the helpdesk and they will process it.
Example file
Belowe you will find an example file which you can use as a template for your organization.