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Excel Accrual Import

  • Updated

How to import time off accruals for PTO using an Excel worksheet (11:03).

Click Select next to File Import – Excel. Note: File must be .xls or .xlsx.

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Step 1. Select Upload a file or click and drag the file into the window. Note: The file must not be open on your computer during the upload.

If you have already uploaded a file, click Select an existing file instead then select your file from the drop-down menu on the next screen.

Click Next.

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Step 2:Select the Sheet name from the list. If you did not rename the worksheet, it will have a name of Sheet1$. There will be a $ at the end of the sheet name. 
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CommunityWFM will analyze the columns and data and create the fields.

Step 3: Select or Create an Import Template

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Add a template name (required) and verify that the column names match the field names then click OK.

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Select the Template.
Step 4: Verify and import. Review the imported data. Green checkmarks indicate agents who will have hours imported. Red Xs indicate agents who will not be imported. Yellow X warnings are agents who have an issue but can still be imported.Common reasons for a red X include:
  • the agent is not included in the calendar partition
  • there was no employee ID
  • the employee ID did not match a name
  • employee ID field is formatted as number or missing leading zeros
  • classification does not match a classification in the policy
Reasons for the yellow warning include (you can still import these):
  • Misspelling of the agent’s name, or nickname used instead of given name.

Click Import all Valid or Import all Including Warnings. You cannot import agents with the red X (and the Import button is greyed out).

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Click Next.

Review to confirm the imported data is correct then click Finish.