If you've created time banks for leave types such as holiday or sick leave, or you're using a TOIL bank to track overtime, you can quickly import employee balances in bulk rather than entering them one by one.
Step 1: Open the time banks page
Hover over 'Time Off' then click 'Banks'
Click the 'Import Banks' button
Step 2: Download the import template
Click 'Download'
Select the time bank(s) you'd like to import balances for.
Download the spreadsheet template.
The file will contain all employees along with the selected time banks.
Step 3: Enter your balances
Open the spreadsheet and enter the current balance for each employee and each selected leave bank.
For example, you might enter:
Holiday entitlement balances
Sick leave balances
TOIL balances
Any other leave bank balances you're tracking
Once you've finished, save the file.
Step 4: Import the file
Return to Time Off > Banks > Import banks
Click 'Choose File'
Select your completed spreadsheet.
Upload the file.
That's it!
The balances will be imported and applied to the relevant employees and time banks.
Tip
Before importing, double-check that the balances in your spreadsheet are correct. Any imported values will update the employees' current bank balances, so it's worth taking a quick look before uploading.