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Import my Time Bank balances

How to import your time bank balances into Atlas Scheduling.

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Written by Charles Vallières

If you have 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-hand navigation menu.

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

  3. Under Step 1, click Download then select the Bank(s) 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. Coming back to the Import banks screen, click Choose file under Step 2 and select the file.

  6. A summary of the changes will be displayed, allowing you to check your work. Select Import to confirm the changes.

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

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