Importing leave balances in bulk is a time-saving feature for HR and admins, especially during onboarding or policy changes. 

By uploading a CSV or Excel file, users can update multiple employee leave balances simultaneously, reducing manual effort and minimizing errors. This ensures consistency and efficiency in managing large datasets.

To import leave data for multiple employees, click the Import button located at the top of the page. 

A new window will appear, prompting you to upload a file containing the leave data, typically in CSV format. 

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.

That’s it!

You’ve now learned how to successfully import leave balance data for all users in bulk in your uKnowva HRMS instance. 

In case you face any problems, then please write to This email address is being protected from spambots. You need JavaScript enabled to view it., our awesome support team will surely help you!