Performing a bulk upload

Performing a bulk upload

LeaveWizard allows you to upload many team member or company event details all at once. This is ideal when you are first configuring your LeaveWizard account and you need to upload all existing staff and leave details.

How do I perform a bulk upload?

Only administrators can perform a bulk upload so the first thing you need to do is log in as an administrator user.

Click on Administration|Organisation and Users tab:


On Clicking the Quickly add Employees button you will get the below screen:



If this is the first time you are uploading employees to LeaveWizard you may want todownload the sample file first. You can use a spreadsheet editor like Excel or any text editor to edit the file and input your employees data. When you have finished editing the file save it and then back in LeaveWizard click the Select button to browse and select your file. You can also modify the welcome email that we are going to send to your new emails or even choose not to send one. When you are ready your screen may look like this

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Finally click the Upload button to get your employees imported into LeaveWizard. When the import is finished you will see the results screen which would look similar to the one below.

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Uploading Leave Events

In the Administration menu click the Bulk Upload Events link which will take you to a screen like the one below.

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Similarly to the Employee bulk upload start by downloading the sample file and then edit the file using MS Excel or just a text editor to add your leave events data. Once you are happy with your file use the Select button on this page to browse and select your leave events file. Finally click the upload button the result would look like this:

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General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Event types in depth
  11. Setting up LeaveWizard – Public Holidays
  12. Setting up LeaveWizard – Approvers
  13. Setting up LeaveWizard – Event types and Allowances
  14. Setting up LeaveWizard – Organisation and users
  15. Setting up LeaveWizard – Basic settings
  16. Monthly Allowance Reports
  17. Restrict who can request specific leave types
  18. Recording leave in hours
  19. Location specific Public Holidays
  20. Showing and hiding allowances and leave details
  21. Carry overs explained
  22. Allowing events to be recorded on non-working days
  23. Allowing events to be requested in the past
  24. How to allow or disallow users editing requested events
  25. Setting your default company leave year
  26. LeaveRestriction user groups
  27. The Bradford Factor
  28. Overtime and Time Off in Lieu
  29. Leave Visibility and Leave Type Visibility groups
  30. How is my billing information processed?
  31. Subscribing to a paid plan
  32. How can I view my account details
  33. How to manage room bookings
  34. How to share your company calendar
  35. Outlook and Google Calendar Integration
  36. Specifying someone to cover leave
  37. Alternative Work Patterns
  38. My Settings
  39. Cancelling leave
  40. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  41. Recording absence
  42. Base Leave Types
  43. Changing your password with LeaveWizard
  44. Approving or Rejecting Leave
  45. Leave Charts and Calendars
  46. Requesting leave
  47. Configuring allowances
  48. Performing a bulk upload
  49. Tracking appointments in LeaveWizard
  50. How does LeaveWizard Calculate Holiday Entitlement
  51. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  52. Mandating leave requests in advance

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