When you want to import leave entitlements in bulk, you can either use the Entitlements Wizard that specifies the criteria to calculate leave entitlements or the File Import that allows you to read data from Text or Excel Files.

Download a sample import file

Lenvica HRMS includes a sample import file. Let me show you how to import entitlements using this file.

Step 1: Locate the file

Locate file

Step 2: Fill the file with data

Fill data

Step 3: Proceed to import

Import Entitlement
Default Import
Import Format
Import File
Match fields
Preview
Import Status

The data is imported. Let’s take a look at the screens to see the data just imported.

Employee Entitlement

Now, let me show you how to import entitlements from an existing file.

Step 1: Prepare an import file and fill it with data

Import File

Step 2: Invoke the import wizard

Leave Entitlement Wizard
Leave Entitlement

Step 3: Choose the file

Import File Name

Step 4: Map the fields

Map Fields

Step 5: Proceed to import

Preview
Import Status

The data is imported. Let’s take a look at the screens to see the data just imported.

Leave Entitlements

If you want to import again, just make necessary changes to the data and proceed to import. Let me show you how!

Step 1: Update the data in the file

Update leave data

Step 2: Choose the existing import format

Select leave format

Step 3: Proceed to import

Import file
Match Fields
Preview
Import Status
Employee Leave entitlement

If you want to allocate a certain number of leave entitlements to many of your employees at once, it’s convenient to use the Entitlements Wizard. But, when you want to import edited data for your employees, it’s convenient to use the ‘File Import’ option. If you want to automate the whole process, get in touch with us!

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