Bulk Upload - Company Holidays

The below article is relating to the bulk upload - Company Holidays which can be found by navigating to Administration -> Company -> Bulk Upload.

The Company Holidays bulk upload is under the Time and Attendance section here:

Once you've clicked the Company Holidays Bulk Upload button you will be directed to this page:

This page includes:

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV

When you download your sample CSV file it will look like this:

Date - The date of the company holiday. This should be entered in dd/mm/yyyy format. This field is Case Sensitive and Mandatory.

Holiday name - the name of the company holiday. Can contain letters and/or numbers. This field is Mandatory.

Sites - The site(s) which this company holiday relates to. This should contain the system ID number for the site - not the name of the site. This field is Optional.

Departments - The department(s) which this company holiday relates to. This should contain the system ID number for the site - not the name of the site. This field is Optional.

Cost Centres - The cost centres which this company holiday relates to. This should contain the system ID number for the site - not the name of the site. This field is Optional.

If you are restricting a company holiday to only apply to certain Sites, Departments or Cost Centres, the bulk upload template requires the system ID number rather than the name of each of these. To find these ID numbers, you should go and edit the relevant site within your system where you will find the ID number at the end of the URL:

If you are restricting by multiple Sites, Departments or Cost Centres, you should enter these in the relevant column separated by commas.