HawkHR enables admin to bulk upload leave balances using .CSV file. Instead of manually adding the leave balances of each employee, admin can bulk upload with the help of 'Import Leave Balance' feature.
Refer to the following steps to Import leave balance:
Navigate to: Control Panel -> Leave -> Balance
Click on the drop down option of the Manually Adjust button (given in the action bar), click on Import Leave Balance, a new page will appear showing fields to upload the leave balance
Read the instructions given toward the right side of the page
Click on the Download Sample CSV file, edit the downloaded file and upload it in the Upload File field
Select the Transaction type (Uploaded, Manually adjust, Payroll adjusted)
Click on Upload button to upload the file
After appearing of notification of successful record processing, scroll down to see if any entry got rejected, the system will show the reason of rejection under Reason column
All the changes will be made instantly.
For Export Leave Balance:
Navigate to: Control panel -> Leave -> Balance
Filter the entries from the given options
Click on the drop down option of the Manually Adjust button (given in the action bar), click on Export leave balance
Data of selected entries will be downloaded in the .CSV file with the title 'LeaveBalance'.