Import Time Off Balances | Resources | Zoho Shifts

Import time off balances

Import your employees' time-off balances into Zoho Shifts when migrating from another system or when you have bulk time-off adjustments to update.

Before you start  

You'll need the Administrator access level to import balances for employees.

To import time off balances

  1. Navigate to Time Off > Balances.
  2. Click Import Balances in the top right corner.
  3. In the Upload file section, click the Browse files button to upload the existing balance sheet as a CSV or XLSX file. You can upload files of up to 5 MB in size.
  4. Select the balance update preference either to add to the existing balance or replace it as a new balance.
  5. Select the File delimiter option.
  6. Click Next at the bottom.
  7. In the Map fields section, review the mapped fields of the imported file with the columns of the Zoho Shifts fields.
  8. Click Next at the bottom.
  9. In the Preview section, you can view the data that is ready to be imported, as well as the data that has been skipped, along with the reason.
  10. Click Import. 
 Once you import the balances, it will be reflected in the employees' balances based on the options selected during import.