Import employee leave balances

Bring your previous balances over in minutes. Upload one CSV and Time-Out Zone maps everything into the new system.

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Seamless transition from Excel or other leave management software

Upload one CSV

One row per employee and leave type. From Excel, another tool, or an HR export.

Preview before anything applies

Every row is classified as ready, warning, or blocked. Nothing applies until an admin confirms.

Pick the cutover date

From the balance-as-of date forward, Time-Out Zone owns the balance math. Mid-year works too.

Audit-ready history

Every import is recorded: who ran it, when, and what was applied.

What's in the import template

Required

Employee Email

Matches the row to the right person, even before they activate their account.

Required

Leave Policy

The name or unique code of an existing Time-Out Zone policy.

Required

Used Before Time Out Zone

Days already used in the old system before the cutover date.

Optional

Carried Over Balance

Remaining prior-cycle days at cutover, kept in their own bucket.

Optional

Carry-Over Expiry

Only needed when the policy expires carried-over days.

Optional

Available Balance

Fill only when the old system's number should be kept as the legacy truth.

Optional

Source System

Where the number came from, stored for admin and audit support.

Optional

Notes

Internal context for admins; not broadly shown to employees.

The balance-as-of date is picked once in the import modal, not repeated per row. It marks the cutover when Time-Out Zone starts owning the balance math.

Migration

From spreadsheet to system in one upload

The balances in your spreadsheet or old tool become the starting point in Time-Out Zone.

  • Start from the balances your team already trusts.
  • Works from Excel, another tool, or an HR system export.

Preview

See every change before it applies

Every row is classified as ready, warning, or blocked.

  • No silent failures: blocked rows never apply.
  • The confirmation step is mandatory.

Cutover

One date decides when the old system stops

The balance-as-of date marks the cutover: Time-Out Zone calculates the expected balance from your policies, and accrual continues automatically.

  • Switch mid-year if you need to.
  • No double-counted or lost days around the cutover.

Trust

A history behind every imported number

If the legacy value differs from the calculated balance, an admin keeps it only with an explicit confirmation.

  • Carried-over days go into their own bucket.
  • Import is limited to owner and admin roles.

Ready to get started?

Give us a call. We'll walk you through the import with your own data.

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Frequently asked questions

What is leave management software?
Leave management software tracks employee time off in one place: requests, approvals, balances, accruals, and carry-over. It replaces spreadsheets with automatic balance math and a clear history. Time-Out Zone is leave management software built for companies with multiple teams and locations.
What is a vacation tracker?
A vacation tracker records who is off, when, and how many days each person has left. Modern trackers add approval workflows, team calendars, and automatic accruals. Time-Out Zone works as a vacation tracker that also imports your existing balances from a CSV.
What is absence management software?
Absence management software covers every kind of time away from work: vacation, sick leave, parental leave, and custom leave types. It enforces policies, routes approvals, and keeps balances current. Time-Out Zone manages all absence types under one shared policy engine.
What is PTO tracking software?
PTO tracking software keeps a live balance of each employee's paid time off: what they earned, used, and carried over. It removes manual spreadsheet math and disputes over remaining days. Time-Out Zone tracks PTO with accruals, carry-over, and an audit-ready history.
How do you import leave balances into new leave management software?
Export one row per employee and leave type into a CSV, upload it with a balance-as-of date, review the preview, and confirm. In Time-Out Zone no balance is written until an admin confirms the previewed result, and every import is recorded.