How to update/ assign leave plan in bulk?

Modified on Mon, 31 Jul 2023 at 01:14 PM

A leave policy serves as a comprehensive set of guidelines and rules that govern how employees can request and take time off from work. It covers various types of leaves, such as annual leave, sick leave, and parental leave, along with the process for requesting leave, the approval procedure, and any specific conditions or restrictions. This policy plays a crucial role in clarifying employees' entitlements, providing a clear procedure to follow, and ensuring consistent application of leave rules throughout the organization.

In an organization, there may be multiple Leave Plans based on factors like annual leave quota, leave accrual settings, or employment type. If there arises a need to update the Leave Plan for multiple employees simultaneously, Keka offers a convenient bulk update option. Instead of manually making changes for each employee, you can streamline the process by utilizing this feature.

To update the leave plan in bulk, follow the path below:

Go to the Org (1) section of the Keka Portal, then click on Dashboard (2). Then go to the Summary (3) tab.

Then, go to the Quicklinks section as highlighted below, and click on Import Employee Job Details as shown in the below screenshot:

Once you click on Import Employee Job Details, you’ll be redirected to the below attached screenshot.

There are 3 steps to complete the Bulk Assignment Process.  

First step would be to download the Excel file. Click on Excel Template (1) to do the same. The new excel template sheet will be downloaded.  

Once you select the Leave plan in the template sheet, you will have to save & upload using the Upload Excel File (2) button on the portal.

This is how Leave plans can be imported in bulk.

For detailed instructions on how to import data to Keka using excel files, please click here.

If you still have any doubts, please don't hesitate in reaching out to our support team.