Import historical absences and absence balances

Once you transition to using the absence module in Leapsome, it is important to upload all past absences that the employees have taken to ensure correct calculation of absence balances are listed within the user's profiles. 

Import Absences

To import past absences for each assignment slot type > navigate to Settings > Integrations and imports > Excel imports > Select "absences" from the drop-down. 

Download the template which will have all the relevant columns listed. 

The following columns need to be filled in for the document to import successfully.

• Email of the user (needs to be a Leapsome user)
• Assignment Policy Name (use the exact name defined for the absence policy)
• Start date of the absence (please provide in format DD-MM-YYYY)
• End date of the absence (please provide in format DD-MM-YYYY)
• Start time of the absence (please provide in format HH:MM, only for hourly absences)
• End time of the absence (please provide in format HH:MM, only for hourly absences)
• Start Day Duration
  • Select one of the following:
    • fullDay, halfDayMorning, halfDayAfternoon
    • Set to 'halfDayMorning' or 'halfDayAfternoon' for half-day absences on the first day
• End Day Duration
  • Select one of the following:
    • fullDay, halfDayMorning, halfDayAfternoon
    • Set to 'halfDayMorning' or 'halfDayAfternoon' for half-day absences on the last day

Then, upload the file and confirm import.

Import Absence Balances

To import past Absence balances for different absence types, navigate to Settings > Integrations and imports > Excel imports > Select "absence balances" from the drop-down. 

You will want to download the template to ensure the correct formatting for all columns are listed.

The following columns need to be filled in for the document to import successfully:

•  Email of the user (exactly matching the email in Leapsome to the user)
• Assignment Policy Name (use the exact name defined for the absence policy)
• Types of changes
  • newMainBalance: sets the balance of the current accrual year to this amount
  • relativeChange: adds a certain amount to the balance of the current accrual year
  • newCarryOverBalance: set the carry-over balance of the accrual year
• Date of change (in the format DD-MM-YYY)
  • Carry over balance changes will always have teh date of the first date of the accrual year of the chosen date. You can only have date per import file.

Then, upload the file and confirm import.

Please note: It is important to import with one adjustment per assignment slot per user at a time (either new balance, carry-over balance or relative change).