You can import Time Off requests and balances in bulk using spreadsheets. Using this functionality, you can import Full-day or Partial-day Time Off requests. This feature eliminates the need to update each agent’s Time Off balance manually and makes it easy to sync data from external leave management systems into Sprinklr.

Import Time Off Balance

Prerequisites for importing Time Off balance:

• Workforce Management must be enabled for the environment.

• You must have access to the Workforce Manager Persona App.

Follow these steps to import agents' Time Off balance:

1. Open Time Off Calendar from the Left Pane.

   

2. Click the Import time off button at the top right of the page to open the Import Time Off page.

3. Fill in the required fields on the Import Time Off page. Fields marked with a red dot are mandatory. Below are the descriptions of the fields on this page:

   

   1. Import Time Off Type: Select Import Time Off Balance. (Required)

   2. Unique Id: Choose the unique identifier to identify the agent. Available options are User ID, Email ID, Federation ID, and Workday User ID. (Required)

      Note: Ensure that the identifier selected in the Unique Id field is the same data provided in the import file.

   3. Upload Time Off Balance: Upload the Template file with details of the Time Off balances. Refer to the Important Considerations for Importing Time Off balance section below for details on the headers of the data import template. (Required)

4. Click the Save button at the bottom right of the page to import the Time Off balances for the required agents.

Important Considerations for Importing Time Off Balance

• CSV, XLS, and XLSX are the approved file formats.

• The Time Off Activity must already exist in the environment with the Activity Code specified in the import file. Additionally, Time Off Policies that includes this Time Off Activity must be assigned to agents before importing.

• The Time Off Policies to be assigned to agents must be valid for the entire year.

• The Time Off Policies must be assigned to agents for the entire year.

• The unit of the Time Off balance (Day or Hours) will depend on the configuration of the Time Off Activity.

​

The following headers are mandatory in the file (Do not modify the header, including their case):

​

This completes the process of importing Time Off balances.

Import Time Off Requests

Prerequisites for importing Time Off balance:

• Workforce Management must be enabled for the environment.

• You must have access to the Workforce Manager Persona App.

Follow these steps to import Time Off requests:

1. Open Time Off Calendar from the Left Pane.

   

2. Click the Import time off button at the top right of the page to open the Import Time Off page.

3. Fill in the required fields on the Import Time Off page. Fields marked with a red dot are mandatory. Below are the descriptions of the fields on this page:

   

   1. Import Time Off Type: Select Import Time Off Request. (Required)

   2. Time Off Length: Choose if the requests being imported are Full Day or Partial Day requests. (Required)

   3. Date Format: Select the date format for the Time Off requests being imported, such as DD-MM-YYYY, MM-DD-YYYY, MM/DD/YYYY, or DD/MM/YYYY.

      For Partial Day requests, the data format must also include the time format for the Time Off requests, such as DD-MM-YYYY HH:mm:ss, MM-DD-YYYY HH:mm:ss, MM/DD/YYYY HH:mm:ss, or DD/MM/YYYY HH:mm:ss. (Required)

      ​

      ​

      ​

   4. Timezone: Select the time zone of the date and time provided in the import file. (Required)

   5. Unique Id: Choose the unique identifier to identify the agent. Available options include User ID, Email ID, Federation ID, and Workday User ID. (Required)

      Note: Ensure that the identifier selected in the Unique Id field is the same data provided in the import file.

   6. Upload Time Off Request: Upload the import file with details of the Time Off requests. Refer to the Important Considerations for Importing Time Off Requests section below for details on the headers of the data import template. (Required)

Important Considerations for Importing Time Off Requests

• CSV, XLS, and XLSX are the approved file formats.

• The Time Off Activity must already exist in the environment with the Activity Code specified in the import file. Additionally, Time Off Policies that includes this Time Off Activity must be assigned to agents before importing.

• The Time Off Policies to be assigned to agents must be valid for the entire year.

• The Time Off Policies must be assigned to agents for the entire year.

The following headers are mandatory in the file (Do not modify the header, including their case):

​

This completes the process of importing Time Off requests.