Importing Time Off Structures in Employee Central

Objective

After completing this lesson, you will be able to explain how to import Time Off structures.

Import of the Time Off Profile

Importing the Time Profile requires two steps.

  1. Import the time profile.

  2. Import the time types that are assigned to the time profile.

Business Example

Upload two time profiles and the time types assigned to one of the two as shown in the following table.

Profile NameTime Recording VariantCountryExternal Code
ConsultingDurationUSACONS
Asia Pacific (APAC)Duration APAC
Time ProfileTime TypeSelf-Service EnabledFavorite Time Type
Asia Pacific (APAC) – External code "APAC"Vacation – external code "VACTrueFalse
Asia Pacific (APAC) – External code "APAC"Work time – external code "WORK"TrueTrue
Asia Pacific (APAC) – External code "APAC"Sickness – external code "SICKNESS"TrueFalse
Asia Pacific (APAC) – External code "APAC"Jury Duty – external code "juryduty"TrueFalse

Import the Time Profile

Steps

  1. Download the time profile template. Select Import and Export Data. Enter request data as shown in the following figure.

    Import and Export Data screen with options: Download Template, Time Profile, include dependencies, immutable IDs, reference objects, key preference, hide external code, and identity type.

    The downloaded template is shown in the following figure.

    Spreadsheet with labeled columns, containing language codes and settings like US English, Chinese, Spanish, and fields like time account, main break, and country/rate time type.

  2. Fill out the template with the external name, default external name, the time recording variant, and the external code as shown in the following figure.

    Spreadsheet with columns labeled C to Y, showing data like 'externalName', 'timeAccount', 'defaultImport', 'country/region', 'USA', 'DURATION', 'USACONSULTING', and boolean values.

  3. Import the time profile as shown in the following figure.

    Import and Export Data page is displayed. Enter the required fields and select the Import button to import the time profile.

    The following figure shows the uploaded time profile.

    Uploaded time profile is displayed.

Import the Time Types Assigned to the Time Profile

Steps

  1. Download the time profile template. Select Import and Export Data. Enter request data as shown in the following figure to download the template for Time Type Profile-availableTime Types.

    Import and Export Data page for downloading a template. Select Time Type Profile - available Time Types from the drop-down in the Select Generic Object field.

    The following figure shows the downloaded template for Time Type Profile-availableTime Types.

    Downloaded Time Type template is displayed with headers: externalName, timeAccount, country, and so on.

  2. Make entries to the template as seen in the following figure.

    Fill in the template with columns for externalCode, timeType, enabledInEss, and favoriteType.

  3. Import the time types that are assigned to the time profile.

    Import the time types assigned to the time profile using the Import Data page, which includes options for file type, generic object.

    The following figure shows the imported time types assigned to the time profile.

    Imported time types assigned to the AsiaPacific (APAC) Time Type Profile is displayed, including available types like Working Time and Vacation, along with enablement details and external codes.

Import of the Holiday Calendar

The example holiday calendar in the following table is used to demonstrate the upload process.

Note

All holidays must be configured before this process is performed.

Calendar NameCountryHoliday DatesHoliday ClassHoliday External Code
Calendar USAUSA1/1/2016FullNEW_YEAR_US
Calendar USAUSA5/23/2016FullMEMORIAL_DAY_US
Calendar USAUSA7/4/2016FullINDEPENDENCE_DAY_US
Calendar USAUSA9/5/2016FullLABOR_DAY_US
Calendar USAUSA11/24/2016FullTHANKSGIVING_US
Calendar USAUSA12/26/2016FullCHRISTMAS_DAY_US

Note

Also, the Holiday Planned Working Time Determination object must be created in Manage Data. Ensure that it includes the Holiday Categories within the Holiday Planned Working Time Specifications section.
Holiday Planned Working Time Determination page is displayed.

Import the Holiday Calendar

Steps

  1. Download the time holiday calendar template. Select Import and Export Data. Enter request data as shown in the following figure.

    Import and Export Data page is displayed Enter the required fields and select the Download button to download the time holiday calendar template.

    The following figure shows the downloaded holiday calendar template.

    Spreadsheet with headers: name, country, externalCode, holidayAssignments.

  2. Make entries to the template as shown in the following figure. Note that the Holiday Planned Working Time Determination object must include the Holiday Categories within the Holiday Planned Working Time Specifications section.

    Spreadsheet with headers for country names in various languages and holiday details. Includes USA data, holiday dates, and categories.

  3. Perform the import by making entries to the Import and Export Data UI as shown in the following figure.

    Import and Export Data screen for importing a Holiday Calendar CSV file. Complete the required entries to execute the import.

    Upon completion of the import process, the holiday calendar is uploaded:

    Uploaded Holiday Calendar is displayed.

Import of the Work Schedule

If you download the template supplied by import and export data, you have everything you need for importing work schedules.

For work schedules of the model category Simple, use the following columns:

For importing work schedules of the model category Simple, use the columns: externalName, timeRecord, userId, and startingDate.
For importing work schedules of the model category Simple, use the columns: workScheduleCategory, Planned Hours, Start Time, and Duration.

Import of Period Work Schedules

For work schedules of model category Period, use the following columns:

For work schedules of model category Period, use the columns: externalName, shiftClass, plannedHours, and segmentCategory.

For workScheduleDayModels.category you can either use PLANNED_HOURS or DAY_MODEL.

For workScheduleDayModels.category, use PLANNED_HOURS.

If you choose PLANNED_HOURS to determine the working hours, you need to add the columns as shown in the preceding figure.

For workScheduleDayModels.category, use DAY_MODEL.

If you choose DAY_MODEL to determine the working hours, you need to add the columns as shown in the preceding figure.

Simple Work Schedule: Template

To upload a simple work schedule, download the template, which is shown in the following two figures.

Simple work schedule template is displayed in spreadsheet.
Simple work schedule template is displayed in spreadsheet.
Simple work schedule template is displayed in spreadsheet.

Simple Work Schedule: Filled Template

Fill out the template as shown in the following figure and upload.

Fill out the template with the required entries and then upload it.
Fill out the template with the required entries and then upload it.

Learning

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