Import Legacy CSV Field Description

As of application version 6.5.1 the default behavior when processing records is to use the employee’s assignment when available, followed by Region or Shift specified -if neither is supplied then the record is type off-roster.

Note:

Prior to application version 6.5.1.2, and 6.6.1, INSERT would Off-Roster a record at the Shift or Region level that matches the criteria provided in the import or match the Shift and up to Region level contained in the user’s assignment on the target date.

As of application version 6.5.1.2, and 6.6.1, INSERT will attempt to:

STEP 1. Find the best assignment given the input criteria...

Find an assignment that runs over the date supplied.
When shift or region are supplied, it will try to match assignments against the supplied data.
If an assignment was found and it matches input criteria (or none was supplied) it will use this assignment for the shift and organization structure. If no assignment was found, it will go on to step 2.

STEP 2. Get the first assignment for the user (first created for the user, sorts by the internal application identifier (gray number)...

If no shift has been supplied, use this one.
If no region has been supplied, use this one.
If no region has been supplied, or the given region matches the region of the assignment, then use the assignment’s station, unit, and position.

STEP 3. If nothing was set to be used from step 1 or step 2...

Get the first region we can find for the user’s home institution and use that (this will be off- roster)
Get the first shift that is in use for any of the positions under the region. If there aren’t any, get the first active shift and use that.

Simply put the application will use the first it can of... the best assignment that matches the criteria (use all the organization structure if the assignment has it). Followed by any of the user’s assignments that matches the criteria (use all of the organization structure if the assignment has it). Lastly, use the closest matching region and shift to the criteria, which will end up as off-roster, only assigned at the region.

*=An asterisk in the table column name below denotes required data

Staffing-In Column Name	Format	Purpose
*Payroll ID	String Limit: 30 characters	The payroll ID is required for each staff member and must match the ID in the existing payroll system. Must be a unique sequence of characters.
		Important: The Import Manager will import records as defined in the configuration of the work code. In this application, there are three options for configuring whether a work code is approved: Yes, No, and Dynamic. Yes- inserts the work code record as a request. No or Dynamic - inserts the work code record as approved. Note: Depending on your import needs you may need to temporarily change the approval setting of the work code configuration in the application to fit the needs of your import.
*Work Code	AbbreviationName Format Limit: Abbreviation 10: Long Name 30	The work code staffing record to be inserted. Type the workcode’s abbreviation and long name like this: SE:Sick Earned IMPORTANT: No space between both sides of the colon. The work code must match the format used in this application
List	String	Rare usage. The list represents the list assignment that the staff member’s record is associated with and generally used to determine whether the work code inserted affect staffing rules. This setting assigns a List to the work code record; for instance, a List could be used to determine penalty (charge!) behavior. If the person is charged with a penalty, the Janitorial Manager then applies the Charge! flag on the work code, and that work code is visible on the person’s calendar.
*Start Date	mm/dd/yyyy	This required setting is the calendar date for the work code record.
Counts	Integer	This field holds the number of counts or instances this record represents and is limited to a maximum of eleven positive, non-zero integers. Used when instances or counts apply to staffing rules instead of hours. However, Duration (Hours) is a required column.
*Shift	Abbreviation:Name Format Limit: Abbreviation 10: Long Name 40	The shift represents the shift for the staffing record and must match the Maximum alphanumeric characters: Type the workcode’s abbreviation and long name like this: D1:Day 1 IMPORTANT: No space between both sides of the colon. The shift must match the format used in this application
Start Time	hh:mm:ss	This optional setting assigns a start time to the work code record.
Duration (hours) This column reads, Duration space (hours)	Integer Maximum: 20 numeric characters.	This required setting inserts the hours for the corresponding work code record. If using only Counts for business rules, use any number >=1 to get past the data requirement. Rules can target Count data. Limit: 20 integers. The duration represents the amount of hours attached to the work code that is being imported. IMPORTANT: There is a space requirement between the word ‘Duration’ and the word ‘hours’, which reads, “Duration space (hours)”.
Region	String Maximum: 10 alphanumeric characters	Rare usage. The region represents the abbreviation of the region associated with the staff member’s assignment record. Limit: 10 alphanumeric characters. The region represents the abbreviation of the Region level for this record.
Outcome	ACCEPTED REJECTED OTHER Format: long name only	Rare usage. This optional setting logs the outcome pertaining to the work code record. The outcome represents the result of a call made by a staffer. Rules can target the outcome to apply staffing rules, such as a penalty or probationary period for rejecting an opportunity.
Detail Code	String Max Limit: 10 characters.	Appends a detail code to the work code record. To apply a detail code, add a column to the sample CSV file. In the header type: Detail Code.
Note	String Max limit: 100 characters. Max length: 100 characters (Max length: 255 as of 5.4.6+, 6.3.1+)	Appends a note to the work code record. To apply a note, add a column to the sample CSV file. In the header type: Note.