ClayHR facilitates the bulk import of leave requests using an Excel file, allowing you to import multiple leave requests at once by including key parameters such as Policy Name, Email, Start Date, End Date, Status, Description, Leave Days, and Leave Hours.

Following are the steps to import leave requests:

1. Go to the “gear icon” and select the “User & Employee Portal” option.

‍

2. Click on “Bulk User Import and Edits” in the “User & Employee Portal section”.

3. Click on “Import Data” under “Bulk User Import and Edits”.

4. Select “Leaves” from the import data drop-down.
   

5. Click on “Choose file” to upload the excel file from the system.

6. Here is a brief explanation of the excel file:
   a. The supported headers are PolicyName, Email, StartDate(yyyy-mm-dd), EndDate(yyyy-mm-dd), Status, Description, Leave Days, and Leave Hours.
   b. All the titles should be placed in the top row of the excel file.
   c. PolicyName: It should be the name of the PTO/leave policy. Make sure that the policy name is exactly the same as the name defined for Leave Policy in the system.
   d. Email: It should be the email of the users for whom the balance needs to be updated/uploaded.
   e. StartDate: It includes the date on which the policy was assigned with (yyyy-mm-dd) format.
   f. EndDate: It includes the end date of the policy in (yyyy-mm-dd) format.
   g. Status: It specifies the status of the leave request if the leave is approved, waiting, or rejected.
   h. Description: It includes the description of leave added by the user while taking leave.
   i. Leave Days: This includes the number of days the user has applied for leave.
   j. Leave Hours: This includes the number of hours the user has applied for leave.

‍