How can I upload the employees' leave opening balance in bulk?

To upload the employee's leave opening balance in bulk, perform the following actions:

1. Navigate to Employee > Admin > Excel Import. Excel Import page opens.
2. On Excel Import page, from the Importer Type drop-down, select Leave Transaction Importer.
3. Click Import From Excel.
4. On Excel Importer page, under Step 1: Excel Importer, click Download a sample file.
5. Save the file on your computer. In the Leave Transaction Importer excel file on your computer, fill in the required details. Save and close the excel importer file.
6. In the greytHR application, on Excel Importer page, under Step 1: Excel Importer, click Upload File to upload the excel importer.
7. Click Next. 
8. Under Step 2: Excel Importer Mapping, map the fields from excel to the application terms, if required. To map a field, select the corresponding field under the Mapped To column.
   Note: This step is mandatory if you have changed the format of the Leave Transaction Importer excel file.
9. Click Next. You are redirected to Step 3: Excel Importer Validate.
10. Under Step 3: Excel Importer Validate,  click Next to upload the regime-based IT declaration details through excel importer.
11. Click Ok to complete the process. 

Related Links:

• Documentation Page - To learn more about excel import, click here.
• Product Update - To read our product update, click here.
• Video - To watch the video on excel import, click here.