Import PTO Balances through an Excel file
ClayHR allows you to import PTO balances through an Excel file (download a sample file here).
Following are the steps to import PTO balances for different users for different PTO policies:
- Go to the “gear icon” and select the “Calendars, Timesheets & PTO/Leave” option.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63e3952c21f37f1624571afe_Import-PTO-Balances-through-an-Excel-file-1.png)
- Click on the Import PTO balances in the PTO/Leave Management section.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63e39551c958f29276a1f590_Import-PTO-Balances-through-an-Excel-file-2.png)
- Click on “Choose file” to upload the excel file from the system.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63e39575fb33116e50ffe541_Import-PTO-Balances-through-an-Excel-file-3.png)
- Here is a brief explanation of the excel file:
a. The supported headers are Email, PolicyName, Balance, and BalanceDate.
b. All the titles should be placed in the top row of the excel file.
c. Email: It should be the email of the users for whom the balance needs to be updated/uploaded.
d. PolicyName: It should be the name of the PTO/leave policy. Make sure that the policy name is exactly the same as the name defined for Leave Policy in the system.
f. Balance: It defines the PTO balance that you want to provide to the user and the balance should be in numeric value only.
g. BalanceDate: It specifies the date to which the PTO balance is uploaded and will be the user’s current available leave balance. The balance date column should be of date type.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/63e395bfe0713b7b5f9a4133_Import-PTO-Balances-through-an-Excel-file-4.png)