Importing and Editing Time Off Balances

We offer the ability to Import and Export time off balances as well as edit them directly in Workstatus from your account. If your team members have existing time off hours from work they performed outside of Workstatus, this guide will show you how to add those hours in to start them off with the correct amounts. It will also allow you to manually change hours, if needed:

Table of Contents:
Editing balances manually
Individual balances
Importing time off balances

Editing balances manually

STEP 1

Click on Settings >> All Settings and go to the Time Off area.



STEP 2

Select Time off balances and then go to the policy you wish to edit.



STEP 3

Click on Action >> Edit.



STEP 4

A dialog box will open, and you will be able to edit all the fields like policy name, members, schedule of accrual.



STEP 5

Click Save.



STEP 6

Click OK to confirm.



Importing time off balances

We support CSV and XLS formats and the import file must contain the following fields, typed out exactly as is here: “User email”, “Policy name”, “Balance”.
The “User email” should be exactly the email of the user from the system
The “Policy name” should be the exact name of the policy, case sensitive.
The “Balance” is expressed in hours and it supports the following formats: “hh:mm”, “h”, “hh”, “h.d” (d-decimal). Examples: “16:30”, “16”, “16.5”

STEP 1

Go to Time Off, click on Import.



STEP 2

You will then need to click on Choose File in order to pick the file you are wanting to import. Clicking the Download spreadsheet template will provide a sample file containing all the necessary table headers and if there are time off balances in the system, it will contain all of the time off balances. Replacing the balances in the file and re-importing them would replace the existing balances in the system with the data from the file.
During the import, the users will be automatically associated to the policy they have data to, this way it is not necessary to make the associations manually before importing new time off balances.

The import will not proceed if a user email or a policy does not exist in the system or if the balance is not in the aforementioned formats.



STEP 3

Select the file you wish to upload and press Open.



STEP 4

When the file uploads, the name will appear at the top. Click Import.

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