How to migrate the leave balance of my staff to Truein?

There are two ways to migrate the leave balance of your staff members. 

  1. Bulk allot via spreadsheet upload
  2. Bulk upload leave transactions

 

1.Bulk Allot via Spreadsheet Upload

 

 In Truein Web Dashboard: 

Web Dashboard: Leaves > Setup Leaves > Leave Policies > Bulk Allot Leave > Bulk-allot via spreadsheet upload > Download existing employees leave data > Add employee data > Click Upload

 

 

2.Bulk upload leave transactions

 

In Truein Web Dashboard: 

Web Dashboard: Leaves > Setup Leaves > Leave Policies > Bulk Allot Leave > Bulk-upload Leave Transactions > Click Download sample file  > Add employee data > Click Upload