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How do we bulk update the leave balance for our employees?
How do we bulk update the leave balance for our employees?
XPayroll avatar
Written by XPayroll
Updated over a year ago

First, please ensure the leave setup is done correctly for your organization. To check this -

  1. Go to Settings > Holidays, Leave & Attendance, and click on "edit".

  2. Go through all the different options, and set up as required.

Next, to update your employees' leave balance -

  1. Go to Reports > Attendance > Leave Report. This page will show a table with all your employees, and all the different kinds of leave that they have (total as well as remaining leave).

  2. To edit this, click on the "download csv" button, and save the file on your desktop. Open the file in Excel (or equivalent) and update the total leave. Please note that the balance leave is calculated automatically, based on the total that you enter and the number of leaves marked in our platform by your employees.

  3. Upload the file on the same page, and all employees' leave will be updated.

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