This article explains how to import overtime balances into Personio. This is particularly useful if you want to import the overtime balances of multiple employees all at once.

With this import, you can set employees’ overtime balances to a specific value on a specific date. This is known as an absolute adjustment.

This import is only available to customers who created their Personio account after 8 July 2026 or who never tracked overtime before 29 July 2026. It will become available to other existing customers at a later date.

Before you start

• To import overtime balances, you need edit permissions for Overtime balances import via Configurations > Imports. You also need edit permissions for Attendance data of the employees you are importing overtime balance data for. Learn more about import permissions.
• Imports cannot be reverted. Make sure the data you're importing is correct, and consider importing a small data set first to test the results.
• Make sure you understand how absolute adjustments work and how they appear in the Overtime widget.

Download and fill out our template

Before importing your overtime balances into Personio, you must prepare your import file. To do so, follow these steps:

1. Go to Settings.
2. In the Organization section, click Imports.
3. Select the upload type Overtime balances and download the template.
4. Open the template and read the guidelines.
5. Fill out the template with the relevant overtime balance information.
6. Save the completed file.

Note:
This import sets the overtime balance to the exact value in your file. It doesn't add to or subtract from the employee's current balance. Double-check your values before importing, especially if you're correcting balances rather than setting them from scratch.

Import your completed template

Once you have completed the Excel template, follow these steps to import your file:

1. Go to Settings.
2. In the Organization section, click Imports. 
3. Select the same upload type: Overtime balances.
4. Click Next and follow the instructions on the screen.
5. Make sure the columns in your file match the corresponding attributes stored in Personio.
6. If there are errors, review your file. Follow the instructions and tooltips on the screen to fix the errors.
7. Confirm the import.

To check the import worked, go to the Attendance tab of a relevant employee profile. Go to the Overtime widget on top of the timesheet and click Balance details. Here, you can find an overview of the employee’s overtime balance.

To check the overtime balances of multiple employees at once, go to the People List and display the Overtime balance column.