[HR] Bulk import bank balances (from an Excel file)

Created by Denys Foster, CRHA, Modified on Sun, 9 Feb at 4:26 PM by Joannie Bouchard

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This article applies to the following role(s):
MHR

This article requires the following module(s):
TIME BANK

Before you Start:

Ensure you are using the template file provided by Cangaroo HR. Importing is only possible with this template.

Step 1: Retrieve the Import Template File

On the Web App:

On the Mobile App:

1. Click the gear icon to access your settings.

2. Click on "Document Management."Locate the file named "Import _ Bank Balance" in the list and download it to your workstation.

If the file is not present in the list (for a first-time import), select the document titled "Import _ Bank Balance" under the "System Document" field and click "Copy System Document."

You can also request a copy of the template document by clicking on the attachment at the bottom of this article.

Sorry, this feature is not available on the mobile application.

Step 2: Import your Bank Balances

On the Web App:

On the Mobile App:

1. Complete te template file. All fields are mandatory, and the bank names must match exactly the French name as registered in Cangaroo HR.

2. Click the gear icon to access your settings.

3. Cliquez sur le module "Banque de temps".

4. Click on the "Import" tab.

5. Click "Select Import File."

6. The rows that were automatically recognized and contain no errors will be displayed in the grid.

7. Check the rows you want to import and click "Import Selected Employees."

Sorry, this feature is not available on the mobile application.

To review the list of errors: Click on "Check Warnings."

To view the list of unimported rows: Click on "Check Warnings" and then open the "Erroneous Rows" tab.