Set opening balances

Carry leave balances over from your previous system using a CSV-first review flow.

Balance As Of Date *

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Source system

BambooHR, Excel...

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0 13

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No CSV selected. Upload or paste rows below. opening_balances.csv · 1,489 rows parsed

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Select opening balance CSV

CSV-first preview before any balance is changed

opening_balances.csv

1,489 rows parsed · 13 warnings to review

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                employee email,leave policy,balance as of date,used before time out zone,available balance
...
              

How this import works

Upload old-system balance facts after people, org, and policies are configured. Time Out Zone calculates expected balance from policy and Start Date; optional Available Balance is only for confirmed legacy truth.

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CSV-first import. Direct editable balance grids are intentionally not used for production truth.

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opening_balances.csv

148 KB · text/csv