Import Paid Time Off Balances

If your staff and paid time off balances do not sync from ProviderPro , you can import them from an Excel spreadsheet directly to Staff Scheduling after each pay period.

The columns in the spreadsheet should be as follows:

  • Column A: Employee (Staff) Code

  • Column B: PTO Wage Type Code

  • Column C: Balance (decimal)

Here is an example file:

Sample Excel file

To import paid time off balances:

  1. Select Import under the Staff menu and then select PTO Balances.

    Select Import from under the Staff menu and then select PTO Balances.

  2. Drag the Microsoft Excel file(s) you want to import, or select Choose Files to browse for the file, and click Upload.

    Drag the Microsoft Excel file(s) you want to import, or select Choose Files to browse for the file, and click Upload.

  3. When the file has been processed successfully, Done will appear beneath it. If the file has not imported correctly, Error will appear beneath it. If you click on Error you can see what caused the import to fail (such as a Staff or Wage Type Code that doesn't exist). Make the needed corrections to the import file and try again.

    When the file has been processed successfully, Done will appear beneath it. If the file has not imported correctly, Error will appear beneath it. If you click on Error you can see what caused the import to fail (such as a Staff or Wage Type Code that doesn't exist). Make the needed corrections to the import file and try again.