On the Offices page, it is possible to import time off records by uploading a CSV file.
The time off CSV file must have three required fields and one optional one. Our software has an interface to map these required fields to the columns of the CSV file. The four fields are listed below - note that the order of the fields doesn’t matter:
Employee email (to match individuals)
Start date
End date
Duration in days (optional, to indicate a fraction of a day)
Category of leave (optional, e.g. Vacation, Sick day, Out of office, etc.)
Here is an example of a leave records spreadsheet.
In addition to these four fields, you can have others, as the data is processed on the client side and only data from the mapped fields are sent to the server.
Any standard date format can be entered, e.g. “YYYY-MM-DD”. If the format isn’t suitable, our software will let you know.
The ISO_8601 date format is preferred.
After the import of the CSV is complete, you will see the number of total imported days and other statistics to validate that your data was imported correctly.
Imported data is applied immediately and has a retroactive effect if dates from the past were provided. For example, on March 10th you upload a time off record for March 1st, it will update timesheets for March 1st.
Time off and Data Studio reports
Timesheets pick up imported time off right away. Data Studio buckets do not: a bucket keeps its own copy of the hours from the moment a period is built, so an import made afterwards does not change the bucket or its export on its own.
After importing time off, open the affected bucket, expand the Updates card in the scope manager and apply the update for the people concerned, or use Update All. Days recorded as time off are then removed from the bucket and from the next export. A closed period has to be reopened before it can be updated.