Bulk Upload - Carryover Values
The below article is relating to the bulk upload - Carryover Values which can be found by navigating to:
Administration -> Company -> Bulk Upload
The Carryover Values bulk upload is under the Time and Attendance section here:
Once you've clicked the Carryover Values Bulk Upload button you will be directed to this page:
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.
Delete ALL existing carryover values for ALL employees (including those not in this upload)
When uploading carryover values ideally you should have removed all prior carryover values to stop duplication - you can choose to do this using this option.
PLEASE NOTE: THIS DELETES ALL CARRYOVER FOR ALL EMPLOYEES IN YOUR COMPANY AND NOT JUST THOSE IN THE UPLOAD FILE.
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
When you download your sample CSV file it will look like this:
Employee - 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.
Value - The carryover entitlement for this employee. This field will accept numerical values only. This field is Mandatory.
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