How do I get the vacation balance template? 

Your Simployer implementation consultant normally uploads the Vacation balance template to Documents → My documents in Simployer One shortly before your planned launch. If you cannot find it, contact your implementation consultant. 

How do I complete the vacation balance template? 

The template contains one worksheet (tab) for each vacation policy configured for your company. 

1. Open the vacation balance template. 
2. Complete the worksheet for each vacation policy that applies to your employees. 
3. Fill in every green cell. 
4. If an employee has no value for a required field, enter 0. 
5. Do not leave any green cells blank. 
6. Save the completed Excel file.

Important

Every green cell must contain a value. Blank mandatory fields cause validation errors during import. 

What does "Number of paid days left this year" mean? 

Enter only the employee's remaining paid vacation days for the current vacation year. Do not include saved or carry over days. 

How are carry over days handled? 

Important: If you enter more carry over days than the vacation policy allows, Simployer One automatically limits the imported value to the maximum defined in the policy. 

How do I upload the completed vacation balance template? 

1. Sign in to Simployer One. 
2. Open your profile and navigate to Documents → My documents. 
3. Upload the completed Vacation Balance Excel template. 
4. Confirm that the upload was successful. 
5. Inform your Simployer implementation consultant that the template is ready for import. 

Important

Uploading the template does not import the vacation balances. Only a Simployer implementation consultant can import the file using Simporter. 

What happens after I upload the vacation balance template? 

• Your Simployer implementation consultant imports the vacation balances using Simporter. 
• The consultant checks whether the file contains any validation errors. 
• If validation errors are found, your implementation consultant contacts you so the data can be corrected before the import is completed. 
• Once the import has completed successfully, your implementation consultant normally informs you. 
• The vacation balances are then available in Simployer One. 

FAQs

When will I receive the template?

Shortly before your planned launch, your implementation consultant normally uploads it to Documents → My documents. 

Why are there multiple worksheets?

Each worksheet represents a vacation policy. Complete the worksheets that apply to your employees. 

Can I leave a green cell empty?

No. Enter 0 if there is no value. 

Why wasn't my vacation balance imported?

If the file contains validation errors, your implementation consultant will contact you so the data can be corrected before the import continues.