Time Off can be imported via CSV file. More about how to Import Time Off here.
To fill out the pre-formatted CSV template, first you need to download it. The required format and data for each column is displayed in the time off CSV template. All fields are mandatory.
An important note is to fill out the correct type of Time Off in its designated column.
You have multiple colons that you need to fill up:
Employe Name
Name and surname (capital letters) written like in the dashboard.
Start Date Time
Date of start needs to be in the month–day format (mm/dd/yyyy) example: 08/19/2024
Time of start needs to be entered like in this example: 09:00:00.
End Date Time
The same like in the previous step.
Employee Time Zone
For the Time Zone column, refer to the IANA Time Zone Database, also known as the tz database, to find the appropriate time zone for any location. Enter the time zone in the "Region/City" format, such as "Europe/Belgrade." You can view the full list of supported time zones in the tz database here.
Type
Type can be:
partial (few hours)
full (whole day)
Here is an example of a CSV file for importing Time Off.
Understanding CSV Upload Limitations
If there are two or more employees with the same name, and a CSV file is uploaded with a separate row for each of them, like in this example:
Employee_Name | Start_Date_Time | End_Date_Time | Employee_Time_Zone | Type |
Employee Three | 09/25/2024 12:00:00 | 09/25/2024 12:30:00 | Europe/Berlin | Partial
|
Employee Three | 09/25/2024 12:00:00 | 09/25/2024 12:30:00 | Europe/Berlin | Partial
|
the system will detect this conflict, it will not allow the upload and display an error notification. For example, if an employee named "John McGrady" appears more than once, an error message will appear stating, “There is a conflict for employee John McGrady inside the provided file.”
However, if there are two or more employees with the same name and the CSV file contains only a single row, like in this example:
Employee_Name | Start_Date_Time | End_Date_Time | Employee_Time_Zone | Type |
Employee Three | 09/25/2024 12:00:00 | 09/25/2024 12:30:00 | Europe/Berlin | Partial
|
the system assumes that the information is intended for each employee with the same name, resulting in the same Time Off being added to their schedules.
If the CSV file includes employees over whom the manager does not have either employee or team scope, the system will not display an error message to the user. Instead, Scheduled Shifts will be created only for employees within the manager's scope, ignoring those outside their permissions. This ensures that managers can only modify or assign entries to employees they are authorized to manage.