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:

1. Go to the “gear icon” and select the “Calendars, Timesheets & PTO/Leave” option.

2. Click on the Import PTO balances in the PTO/Leave Management section.

3. Click on “Choose file” to upload the excel file from the system.

4. 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.

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