Importing leave requests in bulk into the PeopleForce system saves time, ensures data accuracy, and helps maintain a complete and up-to-date record of employee absences.
Prepare your file for upload
Before import, you must create a spreadsheet and fill it with the information required for uploading.
Download the template to your computer and use it as a reference. (This sample is for reference only.)
The import functionality supports two file types: .csv and .xlsx.
Fill in the template with the corresponding data:
employee_id - Employee ID from the system
leave type - Name of Leave policy
date - Requested date (in format DD.MM.YYYY)
amount - Number of request days (might be 0.25/0.5/1)
comment - Note that will be transferred with the request (optional).
Important! All columns besides 'Date' should be marked in plain text format.
Please, note if you want to import several days, it's needed to divide the request by days in each row. For example, if an employee submitted a leave from 24.11.2022 till 26.11.2022 each day should be correctly pointed in the template:
Please note that if your leave policy is counted in days, you need to put '1' in the amount, and if your leave policy is counted in hours, you need to put '8' in the amount.
Let's consider 'Vacation' as a leave policy by days, where employees take full days off, and 'Sick leave' as a leave type by hours, allowing employees to take leave for specific hours or part of a day when needed.
Importing data into the system
⚠️ Before importing, ensure the leave policy is assigned for employees.
Go to Settings > Import.
Select Leave request from the list.
Upload the previously created file to the system, and click the "Next" button.
Once the spreadsheet is uploaded, you can verify if all fields were imported properly. If some fields were not mapped automatically, then you can map the required fields manually. Click Next when all is done.
Click Import to finish the process.
The system supports automatic validation of imported data. If the imported data has an incorrect format, it will be colored red. In this case, you have to edit the file and replace the invalid data with the correct one, and re-upload the file.
Track file upload history
Open the Import history to view every import you’ve run.
See counts of records imported, updated, and any errors encountered.
Click a log entry to view detailed error messages and quickly resolve issues.
