Hi all!

I am trying to use the Time Off app and have created some accrual plans and time off types to assign to a whole team.

Let's suppose I am in the process of assigning this accrual plan to all the employees of the company. The process would involve going employee by employee to set the accrual plan with the actual day they started working at the company, but this is not the most efficient way to do it. I found a way to import an Excel file with the necessary information to assign allocations, but it does not accept or match correctly, and always imports the allocation as "Regular Allocations" instead of "Accrual Allocations".

Do you know any steps, guidance, or links to assign an Accrual Plan to all employees with different start dates for each employee? If importing the CSV or XLSX file is the only way, can you share with me an example of what information the file needs to have?

Thank you!