This guide will show you how to import the leave historical data into the system. This is ideal if the administrator would like to upload the records of leaves that were approved externally (outside Justlogin system) or were approved prior to using the Justlogin system.
Important Note: The import process does not validate or check the staff’s Off Days, Rest Days, or Public Holidays. Therefore, when preparing the import file, please ensure that any leave records that fall on Off Days, Rest Days, or Public Holidays are removed or excluded from the file.
Please note that this import process applies only to approved leave records. Any cancelled and rejected leave records must also be excluded from the import file.
Steps
Step 1: Log in to the account.
Step 2: Go to .
Step 3: Click on .
Step 4: Click on the tab.
Step 5: Click on .
This will download an excel file, which contains a sample data like the sample image below:
Step 6: Complete the template based on the guide below:
- Import accepts excel file format (.xls or .xlsx)
- UserID must already exist in the company account
- Ensure that leave balance and entitlement for all staff have been setup before importing leave records
- Headers in the spreadsheet must not be changed and have the exact header columns shown in the list:
- UserID
- From date
- To date
- No. of days
- Leave Type
- AO User ID
- RO User ID (not needed if the company does not require ROs)
- Important: The records must not have overlapping dates from the same user
- For a full day leave please ensure FROM date is AM and TO date is PM
- The Leave Type must have the same spelling as those defined in the Leave Type settings in the system
Step 7: Save the template. Return to the Import Leave Records page, click on 'Upload File' field so you can choose the file that you just completed and saved in your computer.
Step 8: You will see this icon once you have chosen the correct file:
Step 9: Click on the button.
Step 10: After clicking the Import button the import process will start and it will take you to the next page with the result of your import.
If imported successfully, you should see this status 'Success'
If failed or not imported, you should see the exact error message why it failed and you must correct or update your import file. You may also download the error records file.
Note: Once you've successfully imported all the leave records, you may review the uploaded records via
Leave >> Reports >> Leave Query page (make sure to select the correct FROM and TO date filter when generating the Leave Query report) -> https://support.justlogin.com/hc/en-us/articles/48965485003801-Leave-Reports