Import leave balances to keep them all up to date across systems
Core HR > Account Data > Import Data
If you are using your payroll system to calculate employee leave balances then you might want to import these into Ento.
If you are using Ento to allow employee to view their balances and to be able to apply for different types of leave then you are going want to routinely export this information from your payroll system then import it into Ento.
Importing leave balances
- To start a new file import, go to Core HR>Account Data>Import Data and click Create new.
- Open the Type dropdown list and select Leave Balances.
- The purple bar under the file selection will then update to include a Click here link for downloading a CSV template that includes all the fields necessary to get importing.
- Select Create as the Mode – this will overwrite the existing Leave balances, so is effectively creating a new balance.
File import format
employee ID and Leave Balance ID are the required fields (*as indicated by asterisk)
If your payroll system exports in a format where there is only one line for each employee , with a column for each type of leave, you may be better off using an employee update import.
employee ID and First name are the required fields (*as indicated by asterisk) for an employee import.
Please note this should be run as an Update import, so only the leave balance fields are updated.
More information on preparing employee and other import files can be found in Importing data overview.