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
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.|