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Importing Annual Vacation Quota

Import a CSV file to set the annual vacation quota for all employees at once.

Written by Gregor Bercic

Instead of entering the vacation quota for each employee separately, you can import it for everyone at once from a CSV file. Imported values are recorded as corrections on the date of insert you specify in the file.

Procedure

1. Open the Users tab

In the application, go to the Users tab.

2. Start the vacation import

In the top right, click the Actions

3. Select Import Vacation (CSV)

From the drop-down menu, select Import Vacation (CSV).

4. Download the template

Download the import template in CSV format.

5. Fill out the template

Enter the employees' identification details, the date of insert and the number of vacation days. Do not rename or add columns in the template – the import will fail.

6. Check the data

Open the completed file once more and check that the data is correct and in the right columns.

7. Set the update option

Before running the import, check the "Override existing vacation quota?" setting:

  • Enabled – if a adjustment already exists on the date of insert, the imported value overwrites (replaces) it.

  • Disabled – the imported value is added as a new correction, even if one already exists on that date. The existing and the new correction are added together.

8. Run the import

Once you have checked the data and the setting, click the import button.

Example

You import 21 vacation days with the date of insert 1 January 2026, and a adjustment of 10 days already exists for that employee on that date:

"Override existing vacation quota?"

Balance on 1 Jan 2024

Enabled

The 10-day correction is replaced by 21 days → 21 days

Disabled

21 days is added to the existing 10 days → 31 days

Tip: If you are unsure which setting to use, run the import for a single employee first and check the result under Timelines > Employee day.

Description of the process for importing a vacation quota file for the current year.

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