To Apply An Absence To A Group Of Existing Staff

  1. HR Query will need to be created to identify the employees to be updated. The only field that will need to be displayed in the grid will be the Employee Number.
  2. Export the grid into Excel via drag and drop, or click Export and follow the process.
  3. Create a Header Line in the Excel file, to contain the required field headings. The required fields are:
    a) Employee Number = emp_id
    b) Absence Type = type_id
    c) Absence Code = absent_id
    d) Start of Absence = start_date
    e) End of Absence = end_date
  4. Fill the columns with the Absence TypeAbsence CodeStart of Absence and End of Absence information.
  5. Save the spreadsheet as a CSV file.
  6. Access Authorisation Centre.
  7. Set the table name to be Absence Entries and click the Proposed tab.
  8. Click Import.
  9. Use Browse to identify the spreadsheet saved in Point 5.
  10. Click Import.
  11. Click Close.
  12. The date will be displayed in a grid.
  13. Highlight a line and click Edit and the data that will be imported will be displayed.
  14. Click Delete to remove any unwanted lines.
  15. Click Authorise.
  16. Either click Swap All, to set all lines to be processed, or click on Individual Lines that you wish to process.
  17. The selected lines will display a tick in Transfer.
  18. It is possible to now either Update, to make this entry Live, or Reject, to Remove them from Authorisation.