Time-Off Change CSV Import
This topic describes a feature that is currently available only in some customer accounts. For information about the availability of this feature for your account, please contact your NetSuite account manager.
You can import time-off change CSV data when the Time-Off Management feature is enabled at Setup > Company > Setup Tasks > Enable Features. Under the Employees subtab, check the Time-Off Management box. For more information about time-off changes, see Viewing Time-Off Changes.
Time-Off Change Fields
To prepare time-off change CSV data for import, make sure that your CSV file includes the following fields.
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External ID — Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. The use of this field is preferred, but not required.
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Employee — Name of the employee. A record for the employee must exist in the account.
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Time-Off Type — The time-off type must already exist in the account.
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Amount — The number of days or hours for this time-off.
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Time-Off Time Unit — Use Days or Hours. After the record is saved, the time-off unit is automatically changed to hours. For any amount entered in days, the time-off unit type is changed to hours and the Amount value is converted to hours. For example, seven days, is converted to 56 hours when saved.
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Date Applied — Date when the time-off change was applied.
CSV File Example
The following table shows how you might structure a file for importing time-off change data in a CSV file.
|
External ID |
Employee |
Time-Off Type |
Amount |
Time-Off Time Unit |
Date Applied |
Time-Off Request |
Description |
|---|---|---|---|---|---|---|---|
|
TOC-EMP-398 |
Jennifer Sanders |
Vacation |
7 |
Days |
07/01/2015 |
53 |
— |
|
TOC-EMP-400 |
Julie Bauer |
Vacation |
4 |
Days |
09/01/2015 |
22 |
— |
|
TOC-EMP-402 |
Daniel White |
Vacation |
5 |
Days |
08/15/2015 |
43 |
Summer Vacation |
Importing a Time-Off Change CSV Table
To import time-off change CSV data:
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Go to Setup > Import/Export > Import Tasks > Import CSV Records.
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In the Import Assistant, choose Employees as the Import Type, and Time-Off Change as the Record Type.
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Click Select and specify the CSV file you want to import. Click Next.
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Select the appropriate data handling for your import. In most cases you will add new time-off change records. Click Next.
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Review the field mappings to make sure that your CSV data fields map into NetSuite fields.
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Click Next and follow the assistant’s instructions.
For more information about using the import assistant and importing CSV records, see the help topics Importing CSV Files with the Import Assistant and Guidelines for CSV Import Files.