Importing Time Off Balances
Accurately tracking and managing employee time off balances is essential for smooth operations and compliance. The Import Time Off Balances feature provides a quick and efficient way to update or initially populate time off accruals for your entire workforce in bulk. This is particularly useful for initial system setup, annual rollovers, or when migrating data, ensuring that your employees' leave entitlements are always up-to-date.
By using a preformatted template, you can easily input current balances for various time off types, streamlining the process and minimizing manual errors.
How to Import Time Off Balances:
To import your employee time off balances into the system, follow these steps:
- Go to the WE module
- Click the Import button.
- Select Import Time Off Balances.
- Select the Download Template hyperlink to download the preformatted employee list template.
- Fill in the current balances of the available employees for each type of time off.
- For certain time off types where carryover of unused days from previous periods is applicable, a "Carryover Balance" column will also be displayed in the template. In this case, you should fill it in with the relevant carryover balance in addition to the current balance, to ensure complete and accurate data for that leave type.
- Then come back to your Spark.work page and click the Choose File button to upload the completed template.
- Once the file is attached, click the Upload button and you will be done.
Note: You can import the Employees' list and Time Off balances only in .xls format.
Finally, you can also export the data to a spreadsheet by clicking the Export button.