Bulk Upload - Time off allowances
The below article is relating to the bulk upload - Time off allowances which can be found by going to
Administration > Company > Bulk Upload
This Bulk upload allows you to update the time off allowance of multiple employees at once. When you load the page the most important parts relating to bulk upload are at the top of the page
Employee Field
In the CSV there is a column called employee ID the setting relates to what you enter in there, For example if you have used the employees names in the CSV the option for employee name will need to be selected.
CSV file to upload
This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.
Download CSV Model
The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.
Editing your CSV
The CSV for this bulk upload does not have a lot of columns,
Employee ID - Put the name of the employee or their works or employee ID
Time off type - The name of the time off type you are updating
Entitlement - What you want the allowance to be
Meter - What there time off metre is in
Note - When you are putting the time off type make sure you enter the name correctly as it is in time off types.
When this has been done you are ready to submit the bulk upload.
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