Admin Guide

Bulk Data Import

Time-Off Hub supports bulk import of time-off requests, users, and entitlements from MS Excel spreadsheets. The below article explains how to import data.

Time-Off Requests Import

Steps to import time-off request in bulk from MS Excel spreadsheet

  1. Open view Time-Off Requests->All Requests in the left menu.
  2. Click button "Import in bulk" and select proper time-off type
  3. Open MS Excel with data to import
  4. Copy the records by using Ctrl+C (copy to clipboard)
  5. Select the first cell in the spreadsheet below and press Ctrl+V (paste from clipboard)
  6. Click button "Import" to import records
workflow

Prerequisites

  • Fields marked with an asterisk '*' are required.
  • Data must be in correct format (e.g. date field in format setup under Administration->Settings ).
  • In case of multiple approvers, approvers needs to be comma-separated.

Notices

  • Imported requests are automatically in 'Approved' state (no approval process, no email notifications)
  • If there is more than one approver, you can enter their names as a comma-separated list (e.g., John Doe, Jane Doe)
  • When the provided Requester or Approver matches a user from the Office 365 directory (using first and last name), the app fetches the unique user ID. This allows users to see their requests in the 'Created by me' section or under 'My approval history.'".
  • It may require a few minutes before all imported records are visible.

Entitlements Import

Steps to import dataset records in bulk from MS Excel spreadsheet

  1. Copy the records to import from MS Excel spreadsheet using Ctrl+C
  2. Open view Administration->Entitlements
  3. Click button "Import in bulk"
  4. Click on the first cell in the spreadsheet and paste records with Ctrl+V
  5. Click button "Import"
    6. entitlement_policy

Notices

  • It may require a few minutes before all imported records are visible.

Users Import

Steps to import users in bulk from MS Excel spreadsheet

  1. Open view Administration->Users in the left menu.
  2. Click button "Create new" and select option "Create in bulk"
  3. Open MS Excel with data to import
  4. Copy the records by using Ctrl+C (copy to clipboard)
  5. Select the first cell in the spreadsheet below and press Ctrl+V (paste from clipboard)
  6. Click button "Import" to import records
users import

Prerequisites

  • Fields marked with an asterisk '*' are required.
  • The user needs to have an active Office 365 account to be imported.

Notices

  • It may require a few minutes before all imported records are visible.