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Time Off Balance Import Layout

The layout below can be used to import Time Off Balances into the HRIS. Column Headers must be provided in the import file and the order of the columns must match the order specified in the table below. The import file must have the same number of columns as indicated in the table below, as well.

General Information on Importing Data

For general information on importing data including supported formats and common questions see Imports Overview

Location of Data within HRIS

See Time Off Tracking Overview

When is a Record Added vs Updated?

If an existing record is found using the key fields ([key]) identified below, the HRIS will update that record

Column Header Data Type Max Field Length Required Notes
Employee SSN / Employee ID Text <=20 Yes [key] Must match an existing employee within the system.
Transaction Date Date   Yes Date of Time Off Transaction
Time Off Type Text <=50 Yes Must be a valid Time Off Type.
Transaction Type Text <=50 Yes Must be any valid transaction type such as "taken" , "accrued", etc.
Balance Numeric   Yes Must be a valid numeric value - should reflect the employee's new balance for Time Off as of the Transaction Date.
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