Importing Time Off Requests

Context:  

You can import Time Off Requests into Staff Scheduling instead of keying them in manually.

The columns in the spreadsheet should be as follows:

• Column A: Employee (Staff) Code
• Column B: All Day (True or False)
• Column C: Begin Date Time
• Column D: End Date Time
• Column E: Time Off Reason Description
• Column F: Status (Pending or Approved)
• Column G: Requested Date Time
• Column H: Pay Period End Date

Here is an example file:

To import time off requests:

Task:

1. Select Import from under the Staff menu and then select Time Off Requests.

   

   Step Results: The Time Off Requests 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 Time Off Reason that doesn't exist or is inactive).
   

   

• ZendeskTimeTracking.5.log-1455901978.zip5 KB