Before you start
- Everyone in the file needs to be in HollyHR first, so add or import your people before their holidays.
- Only a few holidays to bring across? Book them on each person's Time off tab instead.
Steps
- Open Settings and choose Import data.
- Under Templates and other import options, choose Start holiday import.
- Enter Source balance as at, the date your spreadsheet's balances describe, and the date you'll start managing holidays in HollyHR. Then choose Choose workbook.
- Upload your old system's holiday report as an Excel .xlsx or CSV file. If it can't give you one, use Download holiday template under the same options.
- Answer any questions HollyHR asks about the file.
- Check the holiday records, then choose Import holiday records.
What happens next
Nothing changes until you choose Import holiday records. Then each person's opening balance and future bookings show on their Time off tab, and the import keeps a record of what it did.
If something goes wrong
Someone in the file can't be matched. They need to be in HollyHR first. Add or import them, then check the holiday records again.
A balance looks wrong after importing. Choose Change allowance on the person's Time off tab and say why.