Time off requests can be bulk-created from the Time off tab of the Schedule Requests page using the Import option. This option is available only when PTO Accruals is not enabled.
Security
Users with the following permission will be able to access the Schedule requests page:
Labor → Schedule → View Schedule Page
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Time off requests are imported from the Schedule Requests page Time Off tab.
Navigation Steps
Open the Workforce app.
Expand Scheduling.
Select Schedule Requests.
Click the Time Off tab.
Import Time Off Requests
Click steps to expand for additional information and images.
The Import option does not appear when PTO Accruals is enabled.
1) Click the dropdown arrow next to Import, then select Download template.
This will download an empty CSV file with column headers for the user to complete.
2) Open the template, and edit the time off request details into the downloaded template.
Once complete, rename the file if needed. Then, save the file. This is the file that will be used for import.
3) Back on the Time Off tab, click Import.
This will open the importer.
4) Add the file to the importer, and click Import.
Only CSV files are allowed.
The file can be drag and dropped into the importer or found using file search.
5) Review the import results.
Successful time off requests will be added to the system.
Import Errors
If there were any errors with the import, there will be an error notification that lists the reason for the error along with a downloadable corrections list. To address the errors, download the corrections list, address the issues, and reupload and import the file.