Bulk Assigning Time Off Policies

Modified on Fri, 28 Feb at 4:14 PM

Last Updated: February 24, 2025

Overview:.

Bulk assign time off policies to your employees easily! Just follow the steps below.

Step 1. Download/Make a copy of the template from this link.

Step 2. Fill-up the template accordingly.

Here are some things to remember about the template as you are filling up
- For "Column A (System ID)" , you can get this by generating an employee list through the reports module. The first column in the report show the system ID of the employees.
- For "Columns B, C, and D" , these are all required. If you miss putting in even just one of the columns, the upload will fail.
- For "Column B (Effective date)", this should be in the format dd/mm/yyyy
- For "Column C (Time off type)", ensure that the time off type you'll use here is the same as in the system. You can get this through Timeoff > Settings > Time Off Type > Click on the Time Off Type you want to assign > Click the pencil icon > Copy the name from the "Name of Time Off Type" field
- For "Column D (Time off policy)" , ensure that the time off policy you'll use here is the same as in the system. Go to Time off > Settings > Time Off Type > Choose the Time Off Type > Under it, choose the Time Off policy you want to assign > copy the name from the "Policy Name" field.

Step 3. Upload the template in your Omni URL through "(company name).omnihr.co/new-import". For example, if your Omni URL is omnihr.omnihr.co, you will want to upload through "omnihr.omnihr.co/new-import".

Click Import > Click the Dropdown in the pop-up > Choose "Update Time off type & policy".

"Drag and drop" or "click here to upload" to choose the upload template. Click Import.
After a few minutes, you will receive an email through your primary email. Click the attached file to see if the upload was successful.
- You will see "Success!" in Column A (Validation) for items that were successfully uploaded. If it failed, you will see an error message. Adjust the upload template accordingly, then try uploading again.

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