Importing Paid Time Off Balances

Context:  

If your staff and paid time off balances do NOT sync from ProviderPro , you can import them from an Excel spreadsheet directly to Staff Scheduling after each pay period.

The columns in the spreadsheet should be as follows:

• Column A: Employee (Staff) Code
• Column B: PTO Wage Type Code
• Column C: Balance (decimal)

Here is an example file:

To import the paid time off balances:

Task:

1. Select Import from under the Staff menu and then select PTO Balances.

   Step Results: The Import PTO Balances pop-up opens.
   

2. Drag the Microsoft Excel file(s) you want to import or select Choose Files (to browse for the file) and click Upload.
   

   Step Results: When the file has been processed Done will appear beneath it if the import was successful. Otherwise, Errors will appear beneath it. If you click on Errors you can see what caused the import to fail (such as a Staff or Wage Type Code that doesn't exist).
   

• ZendeskTimeTracking.5.log-1455901978.zip5 KB