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How do I import my time bank balances?

Importing your time bank balances into Atlas Scheduling

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Written by Charles Vallières

If you've activated time banks for certain types of leave, or created a bank of accumulated hours, you can bulk import the balances of these banks into Atlas Scheduling.

  1. After accessing Atlas Scheduling, select Time off > Banks from the left navigation menu.

  2. Click on Import banks in the top-right corner.

  3. Click Download, then select the banks to import from the list.

  4. Once downloaded, complete the file by entering the balance for each employee and each bank selected, then save the file to your device.

  5. Return to the Import banks screen, click Choose file, and select the file.

  6. You'll see a summary of the changes, allowing you to check your work. Select Import to confirm the changes.

  7. Once imported, you can view the banks or reset the changes.

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