Import PTO Balances through an Excel file

BizMerlinHR allows you to import PTO balances through an Excel file (download a sample file here).

Following are the steps to import PTO balances for different users for different PTO policies:

1. Go to the “gear icon” and select the “Calendars, Timesheets & PTO/Leave” option.

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2. Click on the Import PTO balances in the PTO/Leave Management section.

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3. Click on “Choose file” to upload the excel file from the system.

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4. Here is a brief explanation of the excel file:

    • The supported headers are Email, PolicyName, Balance, and BalanceDate.
    • All the titles should be placed in the top row of the excel file.
    • Email: It should be the email of the users for whom the balance needs to be updated/uploaded.
    • PolicyName: It should be the name of the PTO/leave policy. Make sure that the policy name is exactly the same as the name defined for Leave Policy in the system.
    • Balance: It defines the PTO balance that you want to provide to the user and the balance should be in numeric value only.
    • BalanceDate: It specifies the date to which the PTO balance is uploaded and will be the user’s current available leave balance. The balance date column should be of date type.

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