The import functionality supports two file types: .csv and .xlsx. Before you upload a spreadsheet, make sure that all cells contain correct information so that the system could process it. Refer to the template provided below, if you need an example.
System fields and how to fill them in
Before uploading a table to the system, you need to fill in all the fields correctly. You can find an example of how to fill in the fields below:
Employee ID- employee ID
Leave type - type of the leave ( Vacation, sick leave)
Date - date
Amount - the amount of adjustments
Note - comment
Importing data into the system
To start importing leave adjustments into the system, go to Settings -> General -> Import.
2. In the menu, choose "Leave adjustments," locate the desired file, upload it to the system, and click on the "Next" button.
3. Once the spreadsheet is uploaded, you can verify if all fields were imported properly. If some fields were not automatically recognized by the system, make sure their names are correct, or specify the correct field manually.
Track file upload history
Users can view the history of all uploaded files within the Import history. Furthermore, the system provides important details on this page such as the number of imported or updated leave adjustments, and also the number of errors.