Introduction

Accurately managing accrued leave balances for employees is crucial for maintaining up-to-date and reliable HR records.

In many organizations, leave balances are adjusted on a regular basis to reflect earned or manually updated leave.

With uKnowva HRMS, HR professionals can easily import accrued leave data in bulk, streamlining the process of updating records for all users.

This feature ensures consistency in how leave is tracked across departments and saves time that would otherwise be spent on manual entries.

By using the import function, HR teams can maintain clean, current records while enabling smooth payroll and compliance processes.

Step 1: Access the Accrued Leave Balance Section

From the navigation panel on the left side, click on the HR Manager menu. A list will appear with multiple options.

From this list, select the Leave Balance of All Users sub-menu. Once you click this option, the system will open a new interface displaying the leave balances for all users.

Click on the Accrued Leave Balance button located on the top page. The system will now open a new section where accrued leave entries can be managed.

Step 2: Import the Accrued Leave Data File

In the newly opened Accrued Leave Balance interface, locate and click the Import button positioned at the top of the screen.

Once clicked, a pop-up window will appear prompting you to upload your accrued leave data file.

Before uploading, make sure your file is correctly prepared according to the required format.

The document should contain important fields such as Leave Type, Opening Balance, Accrued Leave, Manually Accrued, Carry Forwarded, and any other necessary data fields as per your organization’s leave policy.

To help with this, uKnowva provides a ready-to-use template. You can download it by clicking on the Download Import Template File button in the pop-up window.

This template ensures that your data is aligned with the system’s structure, reducing the chances of errors during the upload process.

After preparing your data, click on the Choose Your File or Browse button in the same pop-up window and select the file from your system.

Once the file is selected, click the Upload File button. The system will then process and import the leave records, updating the balances accordingly.

Conclusion

That’s it!

You’ve now successfully imported accrued leaves data in uKnowva HRMS.

By following this process, you ensure that your employees’ leave balances are updated accurately and efficiently.

This import functionality helps reduce manual work, maintains data consistency, and supports timely reporting and payroll processes.

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..