A new vacation liability rate can be imported into Merit Palk from a CSV file.
If the source data is prepared in Excel (XLS/XLSX) format, it can be easily saved as a CSV file.
This import functionality is available only for users of the PRO package of Merit Palk.
To import vacation liability rates, open the menu: Settings → Data import from file → Vacation liability rates import
CSV file requirements
General settings
Encoding: UTF-8
Field separator: semicolon (;)
File structure
Column | Description | Notes |
Column 1 (A) | Contract import ID or personal identification code | required field |
Column 2 (B) | Last name |
|
Column 3 (C) | First name |
|
Column 4 (D) | Vacation liability rate start date (dd.mm.yyyy) | required field |
Column 5 (E) | Number of vacation liability days earned per year (whole numbers), for example, 28 | required field |
Column 6 (F) | Vacation liability initial balance as of the previous day (2 decimal places) |
|
Column 7 (G) | Vacation reserve % (2 decimal places) |
|
Additional instructions
Column names in the first row of the file are mandatory.
The file may contain empty rows at the end, which the program will ignore.
All columns starting from column 8 will be ignored.
If the imported file matches the required structure but the data import fails, an error report can be saved containing row-by-row error messages.
If a rate with the same date as an existing rate is imported, the row will be skipped. Existing rates are not overwritten.
If the rate date is earlier than the contract start date, the row will be skipped.
The program also accepts settings for periods earlier than the active accounting month.
💡The CSV file must always be generated from an Excel (XLS or XLSX) file. If changes are required in the import data file, they must be made in the original Excel file, not in the CSV file.
After making the changes, save the Excel file again in CSV format and use the new CSV file for import.
Sample file
You can download a sample file here