Articles about: Reports, Importers and Exporters

I05 - How to post vacation balances in bulk

The I05 importer allows you to register or update vacation balances for multiple employees at once, without having to access each registration individually on the platform. To do this, simply fill out the template spreadsheet with each employee's information and upload it to the system.

How to access the importer and download the template spreadsheet

In the navigation menu of the Management website, select the Reports and Records.

In the "importers" list, select option I05 - File Importers.

Fill in the importer filters

Under "import type", select the Vacation Balance option.

Below, select the desired file extension to download the template spreadsheet for filling in the information.

💡 Tip: Choose the .xlsx. It's the safest, as it eliminates the need for manual cell configuration and avoids import errors. The CSV format lacks visual formatting, and the older .xls format requires adjustments that, if ignored, can corrupt your data.

Understanding the template spreadsheet

The spreadsheet has a tab called Vacation Balance, with four columns:

Column	Mandatory	Description
PIN employed	Mandatory	Employee time and attendance PIN, used for identification in the system. It can be found in the employee's record.
Day and month of commencement of the acquisition period (dd/mm)	Mandatory	Start date of the acquisition period related to the balance being posted.
Current balance for the concession period	Mandatory	Remaining vacation days within the current concession period.
Current acquisition period balance	Optional	Remaining vacation days from the current acquisition period (granting period not yet started). If left blank, the system automatically calculates the proportional value for the days elapsed since the beginning of the acquisition period.

💡 Tip: The " Current acquisition period balance" field can be left blank when you don't know the exact amount. The system will automatically calculate it based on the proportionality of the period.

How to upload the completed spreadsheet

Return to the Management website, in the same location instructed in item 1, and select option **I05 - File Importers** again. Click the "attach" button, and select the file on your computer with the information you filled in.

Finish by clicking import.

Please wait for the spreadsheet import process to finish.

Once the process is complete, a report will be generated with import feedback. Ensure that the user has been created, updated, or deactivated.

By following all the steps, we ensure that the system accurately reflects the team's vacation balances, maintaining transparent and reliable vacation management.

If you still have questions or need assistance, please contact our Support team via the chat integrated into the Pontotel Gestão website or via WhatsApp.

Updated on: May 29, 2026

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