Bulk Upload - Time Off Allowances
The below article is relating to the bulk upload - Time Off Allowances which can be found by navigating into:
Administration -> Company -> Bulk Upload
The Time Off Allowances bulk upload is under the Time and Attendance section here:
Once you've clicked the Time Off Allowances Bulk Upload button you will be directed to this page:
This page includes:
In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option 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 help file and instructions
This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.
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:
When you download your sample CSV file it will look like this:
Employee ID - This field relates to your chosen Employee field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on NaturalHR, if this is either the system or Works ID, this will be either of those IDs exactly as they are in NaturalHR too. This field is Mandatory and Case Sensitive.
Time off type - Time off type exactly as it is entered in the system. This field is Mandatory and Case Sensitive.
Entitlement - The amount of days or hours which this employee is entitled to. Must only contain numerical values. This field is Mandatory.
Meter - Whither this entitlement is recorded in hours or days. Must contain either "Days" or "Hours". This field is Mandatory and Case Sensitive.
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