Importing time off allowances allows HR managers to efficiently assign or update the available time off for employees in bulk. This is especially useful when onboarding new hires, transitioning from another HR system, or adjusting balances after changes in time off policies.
To download time off allowances
- On your sidebar, go to Organisation
- Click on the three dots icon, in upper right corner
- Select Import time off allowances
- Download the Time off allowances template
Time off allowances template instructions
The time off importer allows you to easily add or subtract days from an employee’s time off allowance. This tool is useful for making adjustments such as carrying over unused days, applying bonuses, or correcting balances. By uploading a completed template, you can quickly update time off allowances across your organization.
- Add or subtract the number of days you want to include or deduct for each employee, based on their time off allowance.
- Modifying the structure of the template may result in errors when importing the data into Factorial.
- Deduct days by using the minus sign (ie. -5), and add half days by using a full stop punctuation mark (ie. 0.5)
- Punctuation mark can be dot or comma depending on the OS settings. Value with valid format will be right-aligned.
- Effective on date is the start date of the allowance cycle, the date when the adjustments are going to be effective.
You must enter the number of days to be added or deducted in the "Effective Date" columns, depending on the allowance cycle you want to apply the adjustment to.
To import time off allowances
- Drag and drop the complete template or browser for the file to upload it
-
Adjust from:
- Available
- Accrued
- Click on Import file
