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How do I import leave balances from Paycor to Deputy Payroll (US)?

Ryan Fiedler
  • Updated
Note: From October 1st, 2025, we introduced new plans that better reflect how our customers use Deputy: Lite, Core, and Pro. If you're an existing customer, look out for an email with all the details you’ll need. Learn more about the new plans and what this change means for you.
The information provided in this help documentation is for general informational purposes only and does not constitute legal, tax, payroll, or professional advice. Customers are solely responsible for processing their own payroll accurately, ensuring compliance with all applicable local, state, and federal laws, and verifying any data transferred between Deputy and Paycor. For more detailed information regarding your rights and responsibilities, please review our Product specific terms.

This article explains how to bring your team members' current leave balances from Paycor into Deputy. Importing these balances means that when a team member requests time off, Deputy can show how much leave they have available.

Note: Once you have imported your balances, your team members will use the Deputy website or mobile app to request leave. They should no longer submit leave requests through Paycor.

Before you read

  • Target audience: This article is for users with System Administrator or Location Manager access in Deputy.
  • Plan restrictions: This article covers topics that require Deputy Payroll enabled by Paycor (US).
  • Prerequisites: You must have completed the setup for Deputy Payroll enabled by Paycor (US) and downloaded the Accrual Details Report from Paycor as a CSV file.

This article covers:

How do I manage the transition to Deputy?

Moving your leave management to Deputy is a change to your daily operations, to help with a smooth transition for your team, we recommend reviewing these guides:

  • Training your team: Share this guide with your team members so they know how to request leave via the Deputy mobile app.

  • Approving leave: Learn how to review, approve, or decline requests as they come in from your team.

How do I upload leave balances into Deputy?

Once you have your Paycor report, you can upload it directly to Deputy to update your records.

  1. Log in to Deputy and click on the Payroll tab.
  2. Select Leave Balances from the left-hand menu.
  3. Click the Import Leave Balances button at the top right of the page.
  4. Select Paycor as your source.
  5. Click Upload File and select the CSV report you downloaded from Paycor.
  6. Match the columns in your file to the Deputy fields (such as Email, Paycor ID, and Leave Balance).
  7. Click Continue, then review the data to confirm it is correct.
  8. Click Import to finish the process.

How do I check that the import was successful?

After the import is finished, verify that the balances in Deputy match your Paycor records.

  1. Open the Analytics tab and click View all reports.

  2. Open the Leave report and click Export.

  3. Select Excel from the drop-down menu and click to Export.

  4. Open the Excel file on your device and click on the Leave Balance Summary sheet.

  5. Compare the data in this spreadsheet to the leave balance shown in your payroll system.

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