More - Importing Holiday Data & Users (Admin only)

You can import both users and holiday records into Staff Leave using one of our sample Excel templates.

• Click here to download the User template
• Click here to download the Holiday template

Once you've populated these templates, we first recommend you import your users.  Every time a user record is imported, an email will be sent inviting your colleague to use the app, so we recommend making sure you've set up your company details and leave types before starting the import process.

Importing Users

Using the completed User import template, open the Staff Leave app and follow these steps.

1. Navigate to the More tab. 
2. Tap on the Company & App Settings
3. Tap on Import Data
4. Tap on the Upload Users option
5. Locate and select your completed Users file.
6. On upload, the file will be verified.  Once verification is complete and the file has passed, you'll see a summary allowing you to cross-check everything looks OK.
7. Once you're happy to proceed, tap on the Confirm button (top right).
8. The import process will now begin - once complete, you can then navigate to the people section to check your user records and make any changes as needed.

Step Four: Tap on the Users option

Step Seven: Tap (Confirm) once you're happy to proceed and the summary looks good

Importing Holidays

Importing holidays follows exactly the same process as users, however you'll need to make sure all user records contained in a holiday data import exist within your Staff Leave account first.  Any staff members that cannot be matched will cause their associated records to not be imported.

1. Navigate to the More tab. 
2. Tap on the Company & App Settings
3. Tap on Import Data
4. Tap on the Upload Holidays option
5. Locate and select your completed Holiday data file.
6. On upload, the file will be verified.  Once verification is complete and the file has passed, you'll see a summary allowing you to cross-check everything looks OK.
7. Once you're happy to proceed, tap on the Confirm button (top right).
8. The import process will now begin - once complete, you can then navigate to the holiday planner to check your holiday data.  You can also tap into each user from the People section to check their holiday records.  Some historic data may not show if the dates go a number of months into the past, however the balance of employee allowances will be updated for you to cross-check.