For example, if you are upgrading from AutoTime 6, you
may want to import the time off requests into Shop Floor Time.
This topic explains how to configure a PTO Request import.
Create a .csv file with the time off requests you want
to import. This file must include the Person
Number, Event Name, and
Start/End Date of the time off
request. The table below shows all the fields that can be included.
Fields in the PTO
Request Import File |
Person Num |
Identifies the person
who is taking the time off. The value in the import file must
correspond to a valid person number in the person table.
|
Event Name |
Name of the time off
event (e.g., Vacation or Sick). The value in the import file must
correspond to a valid event name in the event table.
|
Start Date |
Date when the time-off
begins. Format is yyyyMMdd (e.g., 20131226).
|
End Date |
Date when the time-off
ends. Format is yyyyMMdd (e.g., 20131231).
|
Start Timestamp |
Time of day when the
time off begins. Must be within the employee’s schedule for the
day. Format is yyyyMMddHHmmss (e.g., 99991231120000).
|
Comment |
User defined comment.
|
Advance Payment
Flag |
Valid Values are “0”
and “1.” The setting you import will be used to update the Advance
Payment flag in the Time Off Request. Currently only “0” is supported.
|
Hours Type |
Indicates whether
the time off is for a full day, half day, or specific number of
hours. Valid values are FULL, HALF, and HOURS. Defaults to Hours
if not specified in the import file.
|
Hours |
Number of time off
hours being requested.
|
Request Type |
Indicates whether
the record is to schedule or cancel a time off request. Valid
values are S (schedule) or C (cancel).
If you are importing time off requests from AutoTime
6, you must set this value to S (schedule).
|
Request Status |
Indicates whether
the time off request is PENDING, APPROVED, DISAPPROVED, or CANCELLED.
|
Validate Schedule |
Indicates whether
the time off request should be validated against the person’s
schedule. Valid values are Y or N. The default value is Y.
|
Event End Offset |
Number of days for
which the request can be made.
|
External Absence
Code |
Absence code provided
by the external system where the time off request originated.
|
External Absence
Reason |
Absence reason provided
by the external system where the time off request originated.
|
External Transaction
Num |
Transaction number
provided by the external system where the time off request originated.
|
Manager Appr Ind |
Used to determine
if the manager has approved the request or not in the external
system where the time off request originated. Valid values are
Y, N, or blank.
|
Manager Num |
The value is used
to update the Updated By column.
|
Use the Import Definition form to configure your PTO Request
Import.
Click Main
Menu > Configuration > Interfaces > Import Definition.
Click the 
quick link next to the Import
Name field and click Add.
On the Destination
Records tab, click Add.
For the Context
Name, select PTO Request
and click Save.
Go to the Source
Fields tab and click Add.
Use the Add Source Fields form
to select the fields in your import file. The required fields are
Start Date, End Date, Person Number, and Event Name.
Use the Field
Format tab to format the Start Date and End Date.
When you finish configuring
the import definition, you can run the IMPORT_FILES
service to perform the import.
You can run the IMPORT_FILES
service via a schedule, or you can run it immediately using the Service
Monitor form, or the Schedule Immediately button on the Import Definition
form.
The imported PTO Requests will be visible on the
Time Off Review form.