Introduction

Managing employee leave records efficiently is crucial for accurate payroll processing and compliance.

When an HR team needs to onboard a large number of employees or update multiple leave records at once, manual entry becomes time-consuming and prone to errors.

To address this, uKnowva HRMS provides a convenient bulk import feature that allows you to upload leave balance data for multiple employees in just a few clicks.

This function simplifies data management by ensuring accurate and quick updates, reducing administrative workload, and improving record-keeping across departments.

Step 1: Navigate to the Leave Balance Section

Begin by logging into your uKnowva HRMS account. On the left-hand side of the dashboard, locate and click on the HR Manager menu. From the available sub-menus, select Leave Balance of All Users.

This action will take you to a new interface where the leave balances of all employees are listed.

Step 2: Open the Import Window

To start importing leave data in bulk, click on the Import button located at the top of the page.

A new pop-up window will appear, prompting you to upload a file containing the leave data.

Ensure that the file follows the required template, which should include employee names and their corresponding leave balances.

You can download the templatised file by clicking the Download Import Template File button on this window first. Then, you get the idea of the template to follow, the one which is acceptable by the system.

Start updating the file on your system then. After all updates are done and your CSV file is ready for upload, come back to this screen and click on Choose Your File or Browse button.

Select the file to upload and then hit the Upload File button. The system will process the file, and the leave balances for the specified employees will be updated accordingly.

Conclusion

That’s it!

You’ve now successfully imported leave balance data in bulk in uKnowva HRMS.

By following this process, you ensure accurate and efficient updating of leave records across your organization.

This feature helps HR professionals save time, reduce manual errors, and streamline the maintenance of leave data.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..