This is the final step in setting up your Time Off in bob. Import can also be used at any time to import requests for multiple people. For example if you want to pre-book the Christmas leave period for your team.
The easiest way to get started with Time Off is to import this years' requests only. If you want to import your requests as far back as you have records, include them on the import sheet too.
These steps can all be carried out with the pre-formatted spreadsheet. This sheet can be accessed by going to Time Off > Settings > Update Time Off Data > Update Requests > and the template will be available once you click on the button.
Once you're armed with a copy of the sheet, you're ready to import time off data to bob.
Navigate to Time Off > Settings to find the Update Time Off Data section.
Update People's Time Off Requests Importing requests
Used to import requests for each policy and cycle.
Once you have populated the import sheet, click Update Requests and drop your file and select the correct sheet. Remember to match your emails. On the next screen, make sure that your columns match with the corresponding fields in bob. Click import. Download the report to troubleshoot errors, if any.
Launches a simple tool you can use to make requests for specific people. It's great to use when you're making changes for a handful of people only.
Our Customer Success team are on-hand to help with your system configuration. If you're unsure about anything please send us a message through the chat icon below.
If you have set up policies, assigned them to the relevant people, imported carry over (when applicable) and imported past and future requests... congratulations! You have finished implementing time off.