Importing your employees current balances into shapes can be done in 4 very simple steps:
Step 1: In the employee directory, next to "Add Employee" are 3 dots, with the option to "Import Time Away Balances"
Step 2: Drag the file into the box, or search for the file on your desktop
Step 3: Employee Identification
Here, you can map the employee’s email address. This helps us identify the employee.
Additionally, you can add an “As of Date.” This is the effective date of the balance.
We treat this date as the end of the business day, meaning that if an employee was supposed to accrue days on this date, the system assumes those days have already been granted.
Step 4: Mapping the Time Away Reasons
Mapping the data between your spreadsheet and Shapes is super simple, but super important. Here you choose which column in the spreadsheet will be associated with which Time Away reason in Shapes.
Step 5: Click next. If there are issues in the upload, we will display them here.
We show the following errors:
Email validation
Employee not found
No permission to update (admins if no permission for a specific employee)
And warnings related to the balance provided:
Regarding policy
Missing values
And that's it! The data will start syncing. Within minutes, all of your employee balances will be in Shapes.
If you have any questions, feel free to reach out to support@shapes.co