This guide instructs on importing employee holiday information into Netvisor using an Excel import template. The import template is designed as a tool for implementation. It cannot override all existing holiday balances in the program or reset them.

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Import employee holiday information into Netvisor using the Excel import template instead of manual entry. You can open the view or perform the action by selecting Payroll > Holidays > Holiday management > Import holiday information. Alternatively, you can open the view or perform the action by selecting Payroll > Holidays > Holiday management > Holiday year prices and holiday payslips > Import holiday information. Use the import template as a tool for implementation. Do not override all existing holiday balances or reset them with this template.

Downloading the import template for completion

Ensure the following are ready in Netvisor before downloading the import template:

  • Add employees with their employment.
  • Activate salary models.
  • Add holiday calculation methods.
  • Link employees to the desired salary models and holiday calculation methods.
  • Assign the holiday calculation method to the employee.

Always download the import template from the company to which you are importing information. If desired, choose certain holiday years and employees from specific salary models to be pre-filled on the template during download. If no selections are made, manually select employees and holiday years during the completion phase. Note that pre-filling only adds employees from the selected salary models who have an active employment at the time of download or are starting in the future.

Completing the import template

  1. Open the downloaded and saved import template in Excel.
  2. Allow file editing if necessary.

  1. Fill in the information to be imported for each employee by holiday year.

  1. Leave empty rows as they are. Do not delete them; the program ignores them during import.

Remaining holiday balances

  1. Save the number of unpaid holiday days for each holiday accrual year.
  2. Save the amount of holiday pay and bonus corresponding to the number of unpaid holiday days in euros.

Holiday year calculation methods and prices

  1. Select the calculation rule to be used from the dropdown menu for the desired holiday calculation methods by holiday year.
  2. If you use the "user-entered value" option, add the fixed prices for annual holiday days and holiday bonus days in their respective columns.

User-entered values for annual holiday day prices and holiday bonus day prices are displayed in the user interface view. You can open the view or perform the action by selecting Payroll > Holidays > Holiday management > Holiday year prices and holiday payslips.

Returning the completed import template to Netvisor

  1. Save the completed import template.
  2. You can open the view or perform the action by selecting Payroll > Holidays > Holiday management > Import holiday information.
  3. Drop the file by dragging it to the Netvisor user interface view. Alternatively, click the return view icon and select the Excel file from your directory.

  1. Check the notification. When everything is ready for import, the program displays the notification "holiday information is ready for import".

  1. Filter the view if desired so that only empty rows are displayed. An empty row refers to a row with no data to be imported. Do not delete empty rows; they are ignored during import.
  2. Confirm the import by clicking the "import holiday information" button.

After the import, the information is in the program. The column shows the info "holiday information import" if the information was imported using the Excel import template. You can open the view or perform the action by selecting Payroll > Holidays > Holiday management > Holiday pay debt > all information.

Notifications and error situations

  1. Monitor program notifications. The program interprets the data in the holiday information import template and notifies in the user interface if the data to be imported contains errors.
  2. If the import cannot be performed due to data containing errors, the program displays the notification "errors preventing import".

  1. Check the interface to see where the errors are.

  1. Correct errors in the Excel import template.
  2. Perform the import again.

Avoid these typical error situations:

  • You have given fixed prices on the import template, but the calculation rule is not selected.
  • You have selected the calculation rule "user-entered value", but the price information is empty.
  • You have given values to a row that does not correspond to any employee.
  • You have not selected a holiday year.
  • You have entered non-numeric information into a field.

Note the orange notification. If the import template does not contain actual errors preventing import, but it contains data that requires special attention, you will see an orange notification.

Use the import template for importing holiday information during the implementation of Netvisor when holiday accruals have not yet been saved in the program. The program displays an orange notification when you return the import template and there are already values in the program. The imported data partially overrides the values in the program. If there are already holiday information in the program and the import is done despite the orange notification, the data is overridden as follows:

  • The program brings the data for completed holiday years as a lump sum to March of the respective holiday year.
  • The program brings the data for the current holiday year to April of the current holiday year.

Note that if there were previously monthly values on different months in the program, these remain in effect as exceptions for March and April according to the above logic.

Access rights

Ensure you have sufficient access rights. The holiday information import functionality requires the payroll accountant role (P) and edit rights for "holidays and absences" in the payroll-specific rights.

Frequently asked questions

When should the Excel import template be used?
Use the import template as a tool for importing holiday information during the implementation of Netvisor when holiday accruals have not yet been saved in the program.

Can I reset or override all holiday balances using the import template?
No, the import template cannot override all existing holiday balances in the program or reset them.

What should I do if there are empty rows in the import template?
Leave empty rows as they are. They do not need to be deleted, as the program automatically ignores them during import.

What happens if I import data into a program that already has holiday information?
The imported data partially overrides the values in the program. Data for completed holiday years is brought as a lump sum to March, and data for the current holiday year is brought to April.

What access rights are required for holiday information import?
You need the payroll accountant role (P) and edit rights for "holidays and absences" in the payroll-specific rights.

Keywords: Netvisor, holiday information import, Excel import template, payroll, holiday balances, holiday calculation method, holiday year, access rights

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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