How To Add Holiday Data Via Import Users

You can bulk update the holiday data for your employees. This data is critical for the Holiday Trading benefit and this guide will show you how and where you how to upload your holiday data.

 In the admin suite, go to the Import Users page where you normally upload new starters, leavers and bulk update any changes to the employment terms of staff:

Users > Search for a User

This screenshot from the sample upload file on this page shows the new columns used for uploading holiday data.

HolidayUnit - This is a required field that states whether the holiday data is in Days (D) or in Hours (H) as this can differ for salaried and hourly staff

WorkingUnitsPerYear - This is the standard number of days or hours worked by an employee in a year

AnnualLeave - This is the standard number of days of annual holiday usually stated in the employment contract- if using MinAnnualLeave and MaxAnnualLeave,  "Annual Leave" is the current value used in those calculations

TradeUp - The number of additional days the employee is entitled to purchase in the holiday trading benefit in a year 

TradeDown - The number of leave days the employee is entitled to sell/trade in in the holiday trading benefit

MinAnnualLeave - This is the minimum allowed annual leave. Usually it would be AnnualLeave - TradeDown but you can set this at any level to prevent employees dropping below a certain amount of allowed holiday. This field is required for the holiday Trading benefit

MaxAnnualLeave - This is the maximum allowed annual leave. Usually it would be AnnualLeave +TradeUp but you can set this at any level to prevent employees dropping below a certain amount of allowed holiday

Make sure to upload the file with at least last name and external ID (employee number) and in CSV format