Alleo enables you to manage employee accounts efficiently by uploading a monthly CSV file. This article explains how the process works and provides essential guidelines to ensure smooth handling.
How to Share the CSV file
To securely share your employee data with Alleo:
Download the template at the bottom of this article and complete it with your employee details.
This template contains all fields, some might not be required for your company, see table below for more details.
Upload the file to the Documents section in the Alleo Portal.
Once uploaded, the Alleo Support Team is automatically notified and will process the file accordingly.
Instructions for Preparing the CSV File
1. Required and Optional Fields
When preparing the CSV file, ensure all required fields are completed. Some fields are mandatory under specific circumstances, as explained below. Here's a breakdown of all fields in the template:
Field | Requirement | Description |
| Required | Unique identifier for each employee. |
| Required, if no integration | Employee's first name. |
| Required, if no integration | Employee's last name. |
| Optional | Prefix |
| Optional | Preferred language ( |
| Required for birthday gifting | Employee's date of birth. Format: yyyy-mm-dd |
| Required for jubilee gifting | Date employee joined the company. Format: yyyy-mm-dd) |
| Required, if date is known and no integration is active | Planned offboarding date to deactivate employees timely. |
| Optional | Custom employee identifier (e.g., employee ID). |
| Required if provided as budget source | Monthly holiday allowance accrual over the specified month. |
| Required if provided as budget source, only for initial import | Cumulative holiday allowance balance. |
| Required for Flex Leave module | Employee’s gross hourly wage. |
| Required for Flex Leave module | Balance of above-statutory leave days. |
| Optional for Flex Leave module | Balance of statutory leave days. |
2. Important Notes
The email address serves as the unique identifier to create or change an employee.
If the email address of an employee has changed, update this info via the Alleo Portal before sharing a new export file with Alleo.
Fields marked as "Required" must always be included for successful processing.
Use the format
yyyy-mm-ddfor date fields likebirthdayandoffboarding date.For amounts, always use dots (.) instead of comma's (,) as decimal indicators.
Submit end-of-employment dates at least 30 days in advance to ensure subscriptions are deactivated on time.
3. Monthly data exchange
After the initial import, only employees changes need to be shared via the CSV, e.g. Employees for which the offboarding date is updated.
This does not apply Flex Salary or Flex Leave data, this typically needs to be provided on a monthly basis.
4. Custom fields
You can add custom fields to the export, these values will be included in each export generated from the Alleo Portal.
The field name needs to start with 'custom_'. No spaces can be used in the field names.