Bulk-import your team, leave history, and time data using simple CSV files. Download a template, fill it in, and upload.
Pick the template below for what you want to import
Open in Excel or Google Sheets, add your rows, save as CSV
Go to Settings → Import, pick your file, and click Upload
Bulk-add your team in one go. Names, emails, departments, roles, contracted hours.
| Column | Required | Description |
|---|---|---|
first_name | Required | Employee's first name |
last_name | Required | Employee's last name |
email | Required | Work email — used for login invite |
department | Optional | Department name (created automatically if new) |
role | Optional | member, manager, admin, or owner. Defaults to member |
contracted_hours_per_week | Optional | Weekly contracted hours. Defaults to 37.5 |
start_date | Optional | Employment start date (YYYY-MM-DD). Defaults to today |
allowance_days | Optional | Annual leave allowance in days. Defaults to 25 |
first_name,last_name,email,department,role,contracted_hours_per_week,start_date,allowance_days James,Morton,james@company.com,Engineering,admin,37.5,2024-01-15,25 Sarah,Chen,sarah@company.com,Design,member,37.5,2024-03-01,25 Tom,Bishop,tom@company.com,Engineering,member,30,2025-06-10,20
Import existing leave records from another system. Useful when migrating. Add one row per booking — the same person can appear on multiple rows.
| Column | Required | Description |
|---|---|---|
email | Required | Employee email (must already exist in Restana) |
leave_type | Required | holiday, sick, wfh, training, compassionate, or any custom type |
start_date | Required | First day of leave (YYYY-MM-DD) |
end_date | Required | Last day of leave (YYYY-MM-DD) |
half_day | Optional | true or false. Defaults to false |
status | Optional | approved, pending, or declined. Defaults to approved |
notes | Optional | Any notes or reason |
email,leave_type,start_date,end_date,half_day,status,notes james@company.com,holiday,2025-12-23,2025-12-31,false,approved,Christmas break james@company.com,sick,2026-01-15,2026-01-16,false,approved, james@company.com,holiday,2026-03-10,2026-03-10,true,approved,Morning only sarah@company.com,holiday,2025-12-23,2025-12-27,false,approved,Christmas sarah@company.com,wfh,2026-02-03,2026-02-03,false,approved,Boiler repair
Settings → Reports → Payroll Export. Select pay period and format (Sage CSV, Xero CSV, generic CSV, or PDF). Includes hours worked, overtime, leave, and deductions per employee.
Settings → Reports → Absence. Export all leave records for a date range. Filter by department, leave type, or employee.
Settings → Reports → Timesheets. Export clock in/out data for payroll or compliance. Approved timesheets only.
Settings → Users → Export. Full list of employees with departments, roles, allowances, and contracted hours.
Settings → Audit Log → Export. Every admin action, approval, and change — timestamped for compliance.
Need help with a complex migration? We're happy to assist.
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