Employee Import - Revision history

Joel at 14:44, 19 September 2023

2023-09-19T14:44:19Z

2023-09-07T23:13:50Z

2023-09-07T20:34:04Z

2023-07-10T18:03:22Z

2023-06-22T05:23:08Z

2023-06-20T19:50:19Z

2023-02-16T19:27:13Z

2022-10-24T21:58:22Z

2020-01-29T18:42:05Z

2019-12-30T16:51:24Z

@@ Line 448: / Line 448: @@
 | Race
 | Partial matching is used so if the cell contains any of the following text then it will match: white, caucasian, black, african, asian, pacific, hawaii, hispanic, latin, native, alaska, indian
 | No

@@ Line 243: / Line 243: @@
 | License State 1
 | License State, License State 1
-| Licensing tab - an exact match to what is displayed in the State dropdown must be provided
+| Licensing tab - State name or Abbreviation
 | No
@@ Line 273: / Line 273: @@
 | License State 2
 | License State, License State 2
-| Licensing tab - an exact match to what is displayed in the State dropdown must be provided
+| Licensing tab - State name or Abbreviation
 | No

@@ Line 238: / Line 238: @@
 | License Type, License Type 1
 | Licensing tab - an exact match to what is displayed in the dropdown must be provided
 | No
@@ Line 262: / Line 268: @@
 | License Type 2
 | Licensing tab - an exact match to what is displayed in the dropdown must be provided
 | No

@@ Line 44: / Line 44: @@
 |-
 | Initial
-| Initial
+| Initial, Middle Name
 | Main tab
 | No

@@ Line 98: / Line 98: @@
 |-
 | History Table Effective Date
-| Effective Date or Employee History Effective Date
+| Effective Date, Employee History Effective Date
-| Can be used to import an effective date on the History table for the following items: Labor Levels, Pay Rules, Base Schedule Groups, Holiday Groups and Accrual Groups. Should be used when importing a different effective date for each employee. If effective date is the same for all employees, just use the effective date field on the options tab of import window.
+| Can be used to import an effective date on the Employee History table for the following items: Labor Levels, Pay Rules, Base Schedule Groups, Holiday Groups and Accrual Groups. Should be used when importing a different effective date for each employee. If effective date is the same for all employees, just use the effective date field on the options tab of the import window. If effective date is not not provided for an employee it will use the import options effective date for that employee.
 | No

@@ Line 94: / Line 94: @@
 | Accrual Group
 | Main tab
 | No

@@ Line 123: / Line 123: @@
 | Shift Date
 | Shift Date, Shift Pay Date
-| Adds an employee shift history entry in the Work Pattern tab if the employee has no current shift history, or updates the employee shift history of the same date. The following three columns must also be supplied: Shift Count, Daily Hours and Shift. Shift Type is an optional column.
+| Adds an employee shift history entry in the Work Pattern tab if the employee has no current shift history, or updates the employee shift history of the same date. The following two columns must also be supplied: Shift Count and Daily Hours. Shift and Shift Type are optional columns and will be automatically filled out based on default settings.
 | No

@@ Line 111: / Line 111: @@
 | Active Date
 | Active Date, Active Pay Date, Active Status Date, Active Status Pay Date
-| Adds an Active status entry to the Employee Status History using the date value in the column
+| Adds an Active status entry to the Employee Status History using the date value in the column but only if the employee doesn't have any status at all in the software.
 | No
@@ Line 117: / Line 117: @@
 | Inactive Date
 | Inactive Date, Inactive Pay Date, Inactive Status Date, Inactive Status Pay Date
-| Adds an Inactive status entry to the Employee Status History using the date value in the column
+| Adds an Inactive status entry to the Employee Status History using the date value in the column. It will add the Inactive status regardless of any statuses that the employee already has in the software.
 | No

@@ Line 243: / Line 243: @@
 | License Expiration Date 1
 | License Exp, License Exp., License Exp Date, License Exp. Date, License Expiration Date, License Exp 1, License Exp. 1, License Exp Date 1, License Exp. Date 1, License Expiration Date 1
 | Licensing tab
 | No
@@ Line 261: / Line 267: @@
 | License Expiration Date 2
 | License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
 | Licensing tab
 | No