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Bulk Flex Salary data management

Aleksandra avatar
Written by Aleksandra
Updated today

In the Alleo portal, you can manage employees flex salary data in bulk. Depending on which features your company uses in Alleo, you can upload salary and flex leave related data in bulk.

Access Flex Salary

To begin, log into the Alleo Portal and follow these steps:

  1. Select Imports

  2. Choose Flex Salary


Bulk Import

1. Download and fill in the template

Click the Download Template button to get the correct format for your data upload.

When completing the template, do not modify the column headers - these are required for automatic field mapping in the next step.

The following fields are accepted and will be updated during the sync:

If the Flex Salary feature is enabled

Field

Mandatory / Optional

Description

Email

Mandatory

Email should be known to Alleo. If email address is not known, employee will be skipped from the sync.

Primary Salary Source

Optional

Gross monthly accrual of the budget source (e.g. holiday allowance). If employee should stop receiving budget, add 0.

Secondary Salary Source

Optional

An additional Flex salary budget source (e.g. bonus). If you're unsure whether this applies, please contact admin-support@alleo.nl.

If the Flex Leave feature is enabled

*If both Flex Leave and Flex Salary features are enabled, ensure that all required data for each feature is included in the upload.

Field

Mandatory / Optional

Description

Email

Mandatory

Email should be known to Alleo. If email address is not known, employee will be skipped from the sync.

Gross Hourly Wage

Mandatory

Used to determine the payout or deduction amount when leave hours are traded.

Balance of Non-Statutory Leave Hours

Optional

Required if the "Sell Leave" feature is enabled. This ensures accurate tracking, as sold leave is deducted from the non-statutory leave balance, in accordance with your company’s policy.

Balance of Statutory Leave Hours

Optional

This is not required, but recommended. If provided, the hours will be shown in the app to help employees decide whether to buy or sell additional leave.

2. Upload and preview the data

Once the file is filled in, upload it. Alleo will automatically map the fields - please review the Preview & confirm tab to confirm the data is mapped correctly.

3. Dry Run Check

Before syncing the data, download the Dry Run Report. This file shows exactly what will be uploaded once you proceed. Carefully review it to ensure everything looks correct.

In the dry run, the first column will indicate the action type for each entry:

  • Update

Data will be updated

  • Skip

If there is no active account associated with the email address, the employee will be skipped during the sync.

4. Sync the Data and Check the Status

  1. Confirm the Sync:

    • Once you’ve checked and confirmed the data looks correct, click to confirm the sync. You will be redirected to the tasks overview.

  2. Tasks overview and status:

Dry run column indicates whether the task is:

Data sync ORDry run

Once the data sync is completed successfully, the task will show as Completed.


When Will the Data Be Updated After the Sync?

The timing of updates depends on the type of data and whether monthly withdrawals are enabled for employees:

Immediately Updated After Sync:

  • Gross Holiday Allowance

  • Non-Statutory Leave Balance

  • Statutory Leave Balance

These values are reflected in the employee's profile and app right after the sync is completed.

Budget Update Timeline

  • If employees can make monthly withdrawals:

    • Employees with existing budget:
      New budgets will be added starting the 1st of the next month.

    • Newly onboarded employees (no existing budget):
      If the budget start date is set to today or in the past, the budget will be added immediately.

  • If employees cannot make monthly withdrawals:

    • The budget will be added based on the Budget Start Date.

    • If the start date is in the past, it will default to today.


🔔 Important

  • Monthly budgets must be uploaded before the end of the month to ensure correct application starting next month.

  • The Alleo platform reflects the Flex Salary data, but your payroll or HRIS platform will remain the source of truth for this data.

  • Check the dry run to see each employee’s existing budget end date and the new budget start date. These are the dates that will be applied once the data is synced. It will look like this:

previous_primary_salary_source_end_date

new_primary_salary_source_start_date

2025-04-30

2025-05-01

previous_secondary_salary_source_grant_end_date

secondary_salary_source_grant_start_date

2025-04-30

2025-05-01

  • Employees must be onboarded in Alleo before Flex Salary data can be uploaded.

  • Please ensure that you only include email addresses that are already known in Alleo. If an email is not recognized in the system, that employee will be skipped during the sync and their data will not be processed.

💡Need more help? Contact your Customer Success manager or chat with us by clicking on the ? icon on the bottom left, in the Customer Portal.

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