Enables you to load employee leave management data from a spreadsheet, which has been saved as a comma-separated values (CSV) file. This can be used to load historical absence periods taken since the date the entitlement balances were updated via Load Entitlement Balances from Spreadsheet, or to load the entire history of employees’ absence periods. Corresponding entitlement details are created for the uploaded leave management data. You can upload the CSV file without updating the database to validate the file first, if required. Corresponding entitlement details are also created for the uploaded leave management data.

The CSV file must be structured using row and column keywords to map columns to leave management data fields.

Click to view an example spreadsheet.
Employee Name Start Date End Date Post ID Absence Type

<DEFN>

<EMPID>

<DATA>


<SDATE>


<EDATE>


<POSTID>


<ABSTYPE>
1000005 A Smith 01/08/2013 06/08/2013 ADMIN1 HOL
1000007 P Jones 10/08/2013 10/08/2013 EMPLOYEE SICK
<EOD>

Selection

File On Server

Select this check box if the CSV file you want to load is located on the server or leave blank if the file is on your local PC.

CSV File Name

Enter the name of the CSV file, or click window to display either a file upload window or Select Server File (depending on the file source) where you can browse for the required CSV file.

Process Options

Cut-Off Date

Enter a date if you would like to prevent leave management data being loaded for employees who have left before this date.

Report Only

Enter Y to validate the file without updating the database and generate a report detailing the number of records validated, total successes and total errors.

Click Continue to load the CSV file, and update the database or validate the file as indicated. Output Selection is displayed where you can select the report output options and print the errors report.

MD480S35