This tool is often used to import bonus accruals for Time In Lieu or to easily give many employees other types of bonus accruals at once.
How to Import Time Off Adjustments
- In Time Off, click the Settings tab.
- Scroll down to the bottom of the page and click the Import Time Off Adjustments button.
- In Step 1, select the Time Off Type you want to import adjustments for using the dropdown menu.
- Next, click the Download Bulk Import Template button, and the template will automatically start downloading. Since you can only import balances for one Time Off Type at a time, the units will be the same as those chosen (hours/days).
Date Format Is Important
The importer will only accept dates in the format dd/mm/yyyy or yyyy-mm-dd.
- Once you've added all of your adjustments to the CSV file, in Step 2, click the Browse button and upload your file to Humi.
- Lastly, under Step 3, click the Import button to upload the document. It may take a few minutes to upload, but you don't need to stay on this page; it will be processed and uploaded to the background. Once completed, you'll receive an email notifying you that it's done.
Now you know how to use our Time Off Adjustment Importer. This tool makes it easy to make changes in bulk and helps you keep accurate records for all of your employees.