Import maximum period to approve for employees

When you do not want all employees to have the same maximum period to approve value, import a text file with the specific value you want for each employee (maximum weeks or days). This process can be used to import initial values or update existing values.

This feature is available if the Varies by Employee check box is selected on the Settings page (under Validation Settings).

Before you begin

Manage which employees are in a time-off bid

Create the import file

Open a text editor such as Notepad.
Enter the following column headers: Last Name, First Name, Maximum Period to Approve
Enter the import data using one of the three following delimiters: tab, comma, semicolon.
Save the .txt file.

Import the import file

Go to Request Management. Under Time Off Bidding, select Employees.
In the left pane, select a bid.
In the workspace Area within an application window where the user interacts with the program., click Import Maximum Period Per Employee.
Complete the import parameters:
1. Change the Import Units to Days if needed.
2. Browse to select the import file.
3. If needed, change the delimiter to match the delimiter used in the import file.
4. Type the number of lines to ignore at the beginning of the import file.
5. For each column in the import file, enter a number to identify its position.
Click Save.