Importing Leave Balances and Leave Events

>>Settings > Bulk Data > Import/Export > Leave Balances & Leave Events

Importing Leave Balances

Import records of any leave balance adjustments.

For each employee, the following details should be provided:

• EmployeeID and Name - required
• Activity - refers to the name of Leave Activity
• Addition/Deduction - any manual additions/deductions that have been granted to employees
• Notes - According to the purpose of the leave
• Date - date of import, the format is YYYY-MM-DD
• Carryover - any leave balance carried over from the previous year

KAMI's automated Leave Policies will only begin from the Leave Policy Start Date. Thus any information prior to such date should be reflected in the Leave Balance imported.

The Leave Policy Start Date should typically be set as the date of migration to KAMI

Leave Balances Worksheet Sample

Importing Leave Events

For each event, the following details should be provided:

• EmployeeID and Name - required
• Activity Name - refer to Leave Activities set up in the system
• Period - Full Day, Partial Day, Range
• Start Date / End Date - date format is YYYY-MM-DD
• Start Time / End Time - time format is HH:MM
• Length - event number of days, this will be the number used to deduct from balance.
  • 1 - full day
  • 0.5 - partial day
  • 2, 3, 4, etc. - range
• Description - any remarks to be added (Optional)
• Comment - (Optional)

Leave Policy Start Date should be set to start from the date of earliest event import.

Leave Events Worksheet Sample