After you have configured your time off types and set up your time off policies, import any past and planned time off into Personio.
Import time off periods in bulk
Follow this process if you want your employees' time off for the current year to appear in their personal time off calendars. You can also use this import method to add company-wide holidays that are deducted from your employees' balance.
Download and fill out the template
- Go to Settings > Imports.
- Select the import type Time off periods and download the template.
- Open and read the Guidelines tab.
- Fill out the template.
Import the completed template
- Go to Settings > Imports and select the import type Time off periods.
- Click Next and follow the instructions on the screen.
- Assign the columns in your file to the corresponding attributes stored in Personio.
- If there are errors, review your file. Follow the instructions and tooltips on the screen to fix the errors.
- Confirm the import.
Import time off balances in bulk
If you need to adjust your employees' balances, follow the steps to adjust time off balances in bulk. If you experience errors during the import, take a look at our troubleshooting article on imports.
If you need help with an import, contact our Support team.