Bulk Updating Leave Balances

Overview
If you need to adjust leave balances en masse (e.g. end‑of‑year carryover), use a bulk import to save time.

Where to Find It
HR › Settings › Leaves Settings › Leaves General Settings
or
HR › Leaves › Import Balances

Steps to Bulk‑Update

1. Download the Sample Balance Import template.

2. In your spreadsheet, list employee_id, leave_type, and new balance.

3. Back in Laywork, click Import Balances.

4. Upload your CSV/XLSX, map columns, and click Import.

5. Review any errors, then confirm to apply.

Tips

• Always include Employee ID to ensure the correct record is updated.

• Test with a small subset before running organization‑wide.