Description of the process for importing a vacation quota file for the current year.
1. Go to the “Users” tab:
In the application, find the “Users” tab.
2. Select the vacation import action:
On the top-right, click the arrow next to the “+Add User” button.
3. Choose the “Import Vacation (CSV)” option:
When adding a new vacation quota, select the “Import Vacation (CSV)” option.
4. Download the import template:
Download the template for importing the data in CSV format.
5. Fill out the template:
Complete the template with new vacation quota data for employees, including identification details and the number of vacation days.
6. Check the data:
After opening the filled-out file, check if the data is correctly entered.
7. Settings for updating:
Check if the option “Update previously imported vacation quota if it already exists?” is enabled or disabled, depending on the desired outcome.
• Enabled – This means that if there is already a correction for that date, it will be overwritten or replaced.
• Disabled – This means a new correction will be added, even if one already exists (e.g., if there is already a vacation entry of 10 days for that date, another 21 days will be added).
8. Save and perform the import:
After checking the data and settings, click the import button. If a correction was previously entered for the selected day, the imported value will appropriately update the existing balance.
Example:
Assume you are entering 21 vacation days. If on January 1, 2024, there is already a correction of 10 days, and the option is enabled, the 10-day correction will be replaced, resulting in a balance of 21 days on January 1, 2024. If the option is disabled, the 21 days will be added to the existing 10 days, resulting in a total of 31 days of vacation on January 1, 2024.