How to Import Leave Records


This guide will show how to import the leave data into the system. This is ideal if the administrator would like to upload the historical leave data to the account.

Note: This will not check the staff's working week/days, please verify if employee is indeed working on the submitted dates.


Step 1: Log in to the account.

Step 2: Go to leave.png .

Step 3: Click on configuration.png .

Step 4: Click on the import_leave_records.png tab.

Step 5: Click on download_template.png . This will download an excel file, which containes a sample data like the sample image below:


Step 6: Complete the template based on the guide below:


Step 7: Save the template. Return to the Import Leave Records page, click on "Drop File Here" field so you can choose the file that you just completed and saved in your computer.39.png

Step 8: You will see this icon once you have chosen the correct file: 44.png

Step 9: Click on the import2.png button.

Step 10: Select which sheet in the Excel file your data is in by ticking the radio button sheet.png .

Step 11: Click on submit3.png .

Step 12: The system will collect the data in the Excel template. Click on confirm_action.png to proceed.

Step 13: You will then be able to preview the data based on the template you have uploaded. To confirm that what is in the preview is correct, click on submit3.png .

If the data in the preview is wrong, you can choose other options .45.png

Note: Avoid changing the headers from the template file to avoid getting errors.

Step 14: The system will verify the data. Should there be any errors, the reason for the error will be displayed. Make the necessary changes. If no errors, just click submit3.png .

Step 15: The list of entries from your data will be displayed to confirm the import has been a SUCCESS.


Step 16: Click on close.png when done.

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