Migrating Time Off Histories in Bulk

Overview:

The process of bulk time off histories migration usually takes place during the implementation phase. However, in the event that an Admin requires to mass import additional transactions post-implementation, this guide will walk you through the process.

TABLE OF CONTENTS

• Step 1. Download the Template
• Step 2. Fill-up the template accordingly.
• Step 3: Submit the File for Import

Step 1. Download the Template

• Download or make a copy of the official Time Off Histories Migration Template from this link.

Step 2. Fill-up the template accordingly.

• Populate the template with employee time off data. Below are the field requirements and important notes: 

• Column A (System ID)

  • Obtain this from the Employee List Report via the Reports module.

  • The first column in the report contains the System ID for each employee.

• Column B (Time Off Type)

  • Enter the exact Time Off Type taken by the employee.

  • Ensure that this type is already entitled to the employee, otherwise the entry will be rejected.

• Column C (Start Date)

  • Input the Start Date of the time off in the format DD/MM/YYYY

• Column D (Start Duration)

  • Specify the duration unit for the start date. Accepted values are:

    • Full day

    • Half day (AM)

    • Half day (PM)

    • Quarter day (2 hours)

  • The input must match exactly (verbatim), otherwise the entry will be rejected.

• Column E (End Date)

  • Input the End/Last Date of the time off in the format DD/MM/YYYY.

• Column F (End Duration)

  • Specify the duration unit for the end date if the leave spans multiple days.

  • Use one of the accepted values listed in Start Duration.

  • Example: If an employee takes 2 days, input both Start Duration and End Duration.

• Column G (Remarks) (Optional)

  • Recommended to leave it blank by default, in case your system configuration requires it.

  • If you have a remark available (e.g., “Medical Leave”), enter the specific remark.

Step 3: Submit the File for Import

1. Review and validate your file for accuracy.

2. Email a copy of the completed template to support@omnihr.co.

3. The support team will:

   • Import the data from the backend.

   • Assist with discrepancies, if any are found.

Once all entries are successfully migrated into Omni HR, our support team will confirm completion with you.

Still Need Help?

Reach out to our support team should you need further assistance.