Difference between revisions of "Employee Import"

Latest revision as of 14:44, 19 September 2023

The employee import allows you to add or update existing employee information. You can use the Employee Detail (Excel) report as a starting point by exporting the existing employee information.

Employees are added if “Add Employee If Not Found” is checked off in the Options tab on the Import form. Other options are “Only Update Empty Fields” which enables the import to fill in empty information, while leaving existing information. The “Effective Date” field is used for changes that appear in the Employee History tab.

An employee import is identified by the sheet name or file name containing the word "Employee".

Column Type	Identifiers	Notes	Required
Employee Identifier	Employee ID, Emp ID, ID, Employee Number, Clock_ID, Payroll_ID, SSN_ID	This is used to uniquely identify the employee. Note the distinction with the clock ID, SSN, and Payroll ID fields is the “_”. With a multi-facility configuration you must also provide the Facility column.	Yes
New Employee ID	New Employee ID, New Emp. ID, New Emp ID, New Employee Number	The employee’s ID will be changed to this new ID	No
Payroll ID	Payroll ID	The payroll ID is in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”.	No
PBJ ID	Payroll Based Journal ID	The PBJ ID is in the Misc tab. The PBJ ID is used when you have previously submitted information to CMS using another ID. Please note that PBJ ID will NOT work.	No
First Name	First, First Name	Main tab	No
Initial	Initial, Middle Name	Main tab	No
Last Name	Last, Last Name	Main tab	No
Tag	Tag	Main tab	No
Scheduler Tag	Scheduler Tag, Sch Tag, Sch. Tag	Scheduling / Other tab	No
Labor levels	The ID or name of the labor level, e.g. Department	The labor level ID, labor level description or the scheduler ID, e.g. Office	No
Pay Rule	Pay Rule	Main tab	No
Base Schedule Group	Schedule, Base Schedule, Base Schedule Group or Schedule Group	Main tab	No
Holiday Group	Holiday Group	Main tab	No
Accrual Group	Accrual Group	Main tab	No
History Table Effective Date	Effective Date, Employee History Effective Date	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
Clock ID	Clock ID	Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”	No
HandPunch Supervisor	HandPunch Supervisor, Supervisor	Clock Info tab	No
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 but only if the employee doesn't have any status at all in the software.	No
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. It will add the Inactive status regardless of any statuses that the employee already has in the software.	No
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 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
Shift Count	Shift Count	See Shift Date information above	No
Daily Hours	Daily Hours	See Shift Date information above	No
Shift	Shift	See Shift Date information above	No
Shift Type	Shift Type	See Shift Date information above	No
Work Pattern Date	Work Pattern Date, Work Pattern Pay Date	Adds an employee work pattern entry in the Work Pattern tab. The following column must also be supplied.	No
Work Pattern Type	Work Pattern Type	Use the values as in the drop down on the Work Pattern tab	No
Social Security Number	Social Security Number, SSN	Employment / General tab. If you are wanting to use this as an employee identifier then use “Social Security Number_ID” or “SSN_ID”	No
Union Date	Union Date	Employment / General tab	No
Birth Date	Birth Date	Employment / General tab	No
Address 1	Address, Address 1	Contact Info tab	No
Address 2	Address 2	Contact Info tab	No
City	City	Contact Info tab	No
State	State	Contact Info tab	No
Zip	Zip	Contact Info tab	No
Emergency Contact Name	Emergency Contact, Emergency Contact Name	Contact Info tab	No
Emergency Contact Phone Number	Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone	Contact Info tab	No
Emergency Contact Relationship	Emergency Contact Relationship	Contact Info tab	No
License Type 1	License Type, License Type 1	Licensing tab - an exact match to what is displayed in the dropdown must be provided	No
License State 1	License State, License State 1	Licensing tab - State name or Abbreviation	No
License Number 1	License Number, License #, License Number 1, License #1	Licensing tab	No
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
License Issued Date 1	License Issued, License Issued 1, License Issued Date, License Issued Date 1	Licensing tab	No
License Type 2	License Type 2	Licensing tab - an exact match to what is displayed in the dropdown must be provided	No
License State 2	License State, License State 2	Licensing tab - State name or Abbreviation	No
License Number 2	License Number 2, License # 2	Licensing tab	No
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
License Issued Date 2	License Issued 2, License Issued Date 2	Licensing tab	No
CPR Expiration Date	Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date	Licensing tab	No
Physical Received Date	Physical Received Date	Health tab	No
Physical Due Date	Physical Due Date	Health tab	No
PPD History Positive	PPD History, PPD Positive, Positive PPD, PPD+	Health tab	No
PPD Received Date	PPD Received Date	Health tab	No
PPD Due Date	PPD Due Date	Health tab	No
CXR Received Date	CXR Received Date	Health tab	No
CXR Due Date	CXR Due Date	Health tab	No
TB Screen Received Date	TB Screen Received Date	Health tab	No
TB Screen Due Date	TB Screen Due Date	Health tab	No
Measles Not Applicable	Measles Not Applicable	Health tab	No
Measles Received Date	Measles Received Date	Health tab	No
Rubella Received Date	Rubella Received Date	Health tab	No
Influenza Date	Influenza Date	Health tab	No
Influenza Type	Influenza Type	Employment tab. Use "Not" for Not Received, "Received" for Received, "Facility" for Received Out of Facility, and "Declined" for Declined.	No
I9 List A Document Type	I9 List A Document Type	Employment tab	No
I9 List A Document ID	I9 List A Document ID	Employment tab	No
I9 List A Expiration Date	I9 List A Expiration Date	Employment tab	No
I9 List B Document Type	I9 List B Document Type	Employment tab	No
I9 List B Document ID	I9 List B Document ID	Employment tab	No
I9 List B Expiration Date	I9 List B Expiration Date	Employment tab	No
I9 List C Document Type	I9 List C Document Type	Employment tab	No
I9 List C Document ID	I9 List C Document ID	Employment tab	No
I9 List C Expiration Date	I9 List C Expiration Date	Employment tab	No
Gender	Gender	M/F, Male/Female	No
Race	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
EEOC Category	EEOC, EEOC Category	Partial matching is used so if the cell contains any of the following text then it will match: admin, prof, tech, service, sales, executive, first, mid	No
CHRC Prints Submitted Date	CHRC Prints Submitted, Prints Submitted	Criminal History Record Check	No
CHRC Response Received Date	CHRC Response Received, Response Received	Criminal History Record Check	No
CHRC Notes	CHRC Notes	Criminal History Record Check	No
CHRC Not Applicable	CHRC Not Applicable	Criminal History Record Check	No
Employee Contact	The Employee Contact Type		No
Employee Custom	The Employee Custom Type		No

Clear Out Fields - some of the fields above can be cleared/deleted by using the word <delete> in a cell (in lowercase). This will make the field blank and clear out any info that was already there.

Difference between revisions of "Employee Import"

Latest revision as of 14:44, 19 September 2023

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@@ Line 3: / Line 3: @@
 Employees are added if “Add Employee If Not Found” is checked off in the Options tab on the Import form. Other options are “Only Update Empty Fields” which enables the import to fill in empty information, while leaving existing information. The “Effective Date” field is used for changes that appear in the [[Employee History]] tab.
-Required Columns
+An employee import is identified by the sheet name or file name containing the word "Employee".
 {| class="wikitable"
 |-
-|
+! Column Type
-'''Column Type'''
+! Identifiers
+! Notes
+! Required
-|
+|-
-'''Identifiers'''
+| Employee Identifier
+| Employee ID, Emp ID, ID, Employee Number, Clock_ID, Payroll_ID, SSN_ID
+| This is used to uniquely identify the employee. Note the distinction with the clock ID, SSN, and Payroll ID fields is the “_”. With a multi-facility configuration you must also provide the Facility column.
+| Yes
-|
+|-
-'''Notes'''
+| New Employee ID
+| New Employee ID, New Emp. ID, New Emp ID, New Employee Number
+| The employee’s ID will be changed to this new ID
+| No
 |-
-|
+| Payroll ID
-Employee Identifier
+| Payroll ID
+| The payroll ID is in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”.
+| No
-|
+|-
-Employee ID, Emp ID, ID, Employee Number, Clock_ID, Payroll_ID, SSN_ID
+| PBJ ID
+| Payroll Based Journal ID
+| The PBJ ID is in the Misc tab. The PBJ ID is used when you have previously submitted information to CMS using another ID. Please note that PBJ ID will NOT work.
+| No
-|
+|-
-This is used to uniquely identify the employee. Note the distinction with the clock ID, SSN, and Payroll ID fields is the “_”
+| First Name
+| First, First Name
+| Main tab
+| No
-|}
+|-
+| Initial
+| Initial, Middle Name
+| Main tab
+| No
+|-
+| Last Name
+| Last, Last Name
+| Main tab
+| No
-Optional Columns
+|-
+| Tag
+| Tag
+| Main tab
+| No
-{| class="wikitable"
 |-
-|
+| Scheduler Tag
-'''Column Type'''
+| Scheduler Tag, Sch Tag, Sch. Tag
+| Scheduling / Other tab
+| No
-|
+|-
-'''Identifiers'''
+| Labor levels
+| The ID or name of the labor level, e.g. Department
+| The labor level ID, labor level description or the scheduler ID, e.g. Office
+| No
-|
+|-
-'''Notes'''
+| Pay Rule
+| Pay Rule
+| Main tab
+| No
 |-
-|
+| Base Schedule Group
-New Employee ID
+| Schedule, Base Schedule, Base Schedule Group or Schedule Group
+| Main tab
+| No
-|
+|-
-New Employee ID, New Emp. ID, New Emp ID, New Employee Number
+| Holiday Group
+| Holiday Group
+| Main tab
+| No
-|
+|-
-The employee’s ID will be changed to this new ID
+| Accrual Group
+| Accrual Group
+| Main tab
+| No
 |-
-|
+| History Table Effective Date
-Payroll ID
+| Effective Date, Employee History Effective Date
+| 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
-|
+|-
-Payroll ID
+| Clock ID
+| Clock ID
+| Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
+| No
-|
+|-
-The payroll ID found in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”.
+| HandPunch Supervisor
+| HandPunch Supervisor, Supervisor
+| Clock Info tab
+| No
 |-
-|
+| Active Date
-First Name
+| 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 but only if the employee doesn't have any status at all in the software.
+| No
-|
+|-
-First, First Name
+| 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. It will add the Inactive status regardless of any statuses that the employee already has in the software.
+| No
-|
+|-
-Main tab
+| 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 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
 |-
-|
+| Shift Count
-Initial
+| Shift Count
+| See Shift Date information above
-|
+| No
-Initial
-|
-Main tab
 |-
-|
+| Daily Hours
-Last Name
+| Daily Hours
+| See Shift Date information above
-|
+| No
-Last, Last Name
-|
-Main tab
 |-
-|
+| Shift
-Tag
+| Shift
+| See Shift Date information above
-|
+| No
-Tag
-|
-Main tab
 |-
-|
+| Shift Type
-Scheduler Tag
+| Shift Type
+| See Shift Date information above
-|
+| No
-Scheduler Tag, Sch Tag, Sch. Tag
-|
-Scheduling / Other tab
 |-
-|
+| Work Pattern Date
-Labor levels
+| Work Pattern Date, Work Pattern Pay Date
+| Adds an employee work pattern entry in the Work Pattern tab. The following column must also be supplied.
-|
+| No
-The ID or name of the labor level, e.g. Department
-|
-The labor level ID, labor level description or the scheduler ID, e.g. Office
 |-
-|
+| Work Pattern Type
-Pay Rule
+| Work Pattern Type
+| Use the values as in the drop down on the Work Pattern tab
-|
+| No
-Pay Rule
-|
-Main tab
 |-
-|
+| Social Security Number
-Base Schedule Group
+| Social Security Number, SSN
+| Employment / General tab. If you are wanting to use this as an employee identifier then use “Social Security Number_ID” or “SSN_ID”
-|
+| No
-Schedule, Base Schedule, Base Schedule Group or Schedule Group
-|
-Main tab
 |-
-|
+| Union Date
-Pay Rule
+| Union Date
+| Employment / General tab
-|
+| No
-Pay Rule
-|
-Main tab
 |-
-|
+| Birth Date
-Holiday Group
+| Birth Date
+| Employment / General tab
-|
+| No
-Holiday Group
-|
-Main tab
 |-
-|
+| Address 1
-Accrual Group
+| Address, Address 1
+| Contact Info tab
-|
+| No
-Accrual Group
-|
-Main tab
 |-
-|
+| Address 2
-Clock ID
+| Address 2
+| Contact Info tab
-|
+| No
-Clock ID
-|
-Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
 |-
-|
+| City
-HandPunch Supervisor
+| City
+| Contact Info tab
-|
+| No
-HandPunch Supervisor, Supervisor
-|
-Clock Info tab
 |-
-|
+| State
-Active Date
+| State
+| Contact Info tab
-|
+| No
-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
 |-
-|
+| Zip
-Inactive Date
+| Zip
+| Contact Info tab
-|
+| No
-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
 |-
-|
+| Emergency Contact Name
-Shift Date
+| Emergency Contact, Emergency Contact Name
+| Contact Info tab
-|
+| No
-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.
 |-
-|
+| Emergency Contact Phone Number
-Shift Count
+| Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
+| Contact Info tab
-|
+| No
-Shift Count
-|
-See Shift Date information above
 |-
-|
+| Emergency Contact Relationship
-Daily Hours
+| Emergency Contact Relationship
+| Contact Info tab
-|
+| No
-Daily Hours
-|
-See Shift Date information above
 |-
-|
+| License Type 1
-Shift
+| License Type, License Type 1
+| Licensing tab - an exact match to what is displayed in the dropdown must be provided
-|
+| No
-Shift
-|
-See Shift Date information above
 |-
-|
+| License State 1
-Work Pattern Date
+| License State, License State 1
+| Licensing tab - State name or Abbreviation
-|
+| No
-Work Pattern Date, Work Pattern Pay Date
-|
-Adds an employee work pattern entry in the Work Pattern tab. The following column must also be supplied.
 |-
-|
+| License Number 1
-Work Pattern Type
+| License Number, License #, License Number 1, License #1
+| Licensing tab
-|
+| No
-Work Pattern Type
-|
-Use the values as in the drop down on the Work Pattern tab
 |-
-|
+| License Expiration Date 1
-Social Security Number
+| 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
-Social Security Number, SSN
-|
-Employment / General tab. If you are wanting to use this as an employee identifier then use “Social Security Number_ID” or “SSN_ID”
 |-
-|
+| License Issued Date 1
-Union Date
+| License Issued, License Issued 1, License Issued Date, License Issued Date 1
+| Licensing tab
-|
+| No
-Union Date
-|
-Employment / General tab
 |-
-|
+| License Type 2
-Birth Date
+| License Type 2
+| Licensing tab - an exact match to what is displayed in the dropdown must be provided
-|
+| No
-Birth Date
-|
-Employment / General tab
 |-
-|
+| License State 2
-Address 1
+| License State, License State 2
+| Licensing tab - State name or Abbreviation
-|
+| No
-Address, Address 1
-|
-Contact Info tab
 |-
-|
+| License Number 2
-Address 2
+| License Number 2, License # 2
+| Licensing tab
-|
+| No
-Address 2
-|
-Contact Info tab
 |-
-|
+| License Expiration Date 2
-City
+| License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
+| Licensing tab
-|
+| No
-City
-|
-Contact Info tab
 |-
-|
+| License Issued Date 2
-State
+| License Issued 2, License Issued Date 2
+| Licensing tab
-|
+| No
-State
-|
-Contact Info tab
 |-
-|
+| CPR Expiration Date
-Zip
+| Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
+| Licensing tab
-|
+| No
-Zip
-|
-Contact Info tab
 |-
-|
+| Physical Received Date
-Emergency Contact Name
+| Physical Received Date
+| Health tab
-|
+| No
-Emergency Contact, Emergency Contact Name
-|
-Contact Info tab
 |-
-|
+| Physical Due Date
-Emergency Contact Phone Number
+| Physical Due Date
+| Health tab
-|
+| No
-Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
-|
-Contact Info tab
 |-
-|
+| PPD History Positive
-Emergency Contact Relationship
+| PPD History, PPD Positive, Positive PPD, PPD+
+| Health tab
-|
+| No
-Emergency Contact Relationship
-|
-Contact Info tab
 |-
-|
+| PPD Received Date
-License Number 1
+| PPD Received Date
+| Health tab
-|
+| No
-License Number, License #, License Number 1, License #1
-|
-Licensing tab
 |-
-|
+| PPD Due Date
-License 1 Expiration Date
+| PPD Due Date
+| Health tab
-|
+| No
-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
 |-
-|
+| CXR Received Date
-License Number 2
+| CXR Received Date
+| Health tab
-|
+| No
-License Number 2, License # 2
-|
-Licensing tab
 |-
-|
+| CXR Due Date
-License 2 Expiration Date
+| CXR Due Date
+| Health tab
-|
+| No
-License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
-|
-Licensing tab
 |-
-|
+| TB Screen Received Date
-CPR Expiration Date
+| TB Screen Received Date
+| Health tab
-|
+| No
-Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
-|
-Licensing tab
 |-
-|
+| TB Screen Due Date
-Physical Received Date
+| TB Screen Due Date
+| Health tab
-|
+| No
-Physical Received Date
-|
-Health tab
 |-
-|
+| Measles Not Applicable
-Physical Due Date
+| Measles Not Applicable
+| Health tab
-|
+| No
-Physical Due Date
-|
-Health tab
 |-
-|
+| Measles Received Date
-PPD History Positive
+| Measles Received Date
+| Health tab
-|
+| No
-PPD History Positive
-|
-Health tab
 |-
-|
+| Rubella Received Date
-PPD Received Date
+| Rubella Received Date
+| Health tab
-|
+| No
-PPD Received Date
-|
-Health tab
 |-
-|
+| Influenza Date
-PPD Due Date
+| Influenza Date
+| Health tab
-|
+| No
-PPD Due Date
-|
-Health tab
 |-
-|
+| Influenza Type
-CXR Received Date
+| Influenza Type
+| Employment tab. Use "Not" for Not Received, "Received" for Received, "Facility" for Received Out of Facility, and "Declined" for Declined.
-|
+| No
-CXR Received Date
-|
-Health tab
 |-
-|
+| I9 List A Document Type
-CXR Due Date
+| I9 List A Document Type
+| Employment tab
-|
+| No
-CXR Due Date
-|
-Health tab
 |-
-|
+| I9 List A Document ID
-TB Screen Received Date
+| I9 List A Document ID
+| Employment tab
-|
+| No
-TB Screen Received Date
-|
-Health tab
 |-
-|
+| I9 List A Expiration Date
-TB Screen Due Date
+| I9 List A Expiration Date
+| Employment tab
-|
+| No
-TB Screen Due Date
-|
-Health tab
 |-
-|
+| I9 List B Document Type
-Measles Not Applicable
+| I9 List B Document Type
+| Employment tab
-|
+| No
-Measles Not Applicable
-|
-Health tab
 |-
-|
+| I9 List B Document ID
-Measles Received Date
+| I9 List B Document ID
+| Employment tab
-|
+| No
-Measles Received Date
-|
-Health tab
 |-
-|
+| I9 List B Expiration Date
-Rubella Received Date
+| I9 List B Expiration Date
+| Employment tab
-|
+| No
-Rubella Received Date
-|
-Health tab
 |-
-|
+| I9 List C Document Type
-Gender
+| I9 List C Document Type
+| Employment tab
-|
+| No
-Gender
-|
-Employment / General tab
 |-
-|
+| I9 List C Document ID
-I9 List A Document Type
+| I9 List C Document ID
+| Employment tab
-|
+| No
-I9 List A Document Type
-|
-Employment tab
 |-
-|
+| I9 List C Expiration Date
-I9 List A Document ID
+| I9 List C Expiration Date
+| Employment tab
-|
+| No
-I9 List A Document ID
-|
-Employment tab
 |-
-|
+| Gender
-I9 List A Expiration Date
+| Gender
+| M/F, Male/Female
-|
+| No
-I9 List A Expiration Date
-|
-Employment tab
 |-
-|
+| Race
-I9 List B Document Type
+| 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
-I9 List B Document Type
-|
-Employment tab
 |-
-|
+| EEOC Category
-I9 List B Document ID
+| EEOC, EEOC Category
+| Partial matching is used so if the cell contains any of the following text then it will match: admin, prof, tech, service, sales, executive, first, mid
-|
+| No
-I9 List B Document ID
-|
-Employment tab
 |-
-|
+| CHRC Prints Submitted Date
-I9 List B Expiration Date
+| CHRC Prints Submitted, Prints Submitted
+| Criminal History Record Check
-|
+| No
-I9 List B Expiration Date
-|
-Employment tab
 |-
-|
+| CHRC Response Received Date
-I9 List C Document Type
+| CHRC Response Received, Response Received
+| Criminal History Record Check
-|
+| No
-I9 List C Document Type
-|
-Employment tab
 |-
-|
+| CHRC Notes
-I9 List C Document ID
+| CHRC Notes
+| Criminal History Record Check
-|
+| No
-I9 List C Document ID
-|
-Employment tab
 |-
-|
+| CHRC Not Applicable
-I9 List C Expiration Date
+| CHRC Not Applicable
+| Criminal History Record Check
-|
+| No
-I9 List C Expiration Date
-|
-Employment tab
 |-
+| Employee Contact
+| The Employee Contact Type
 |
-Employee Contact
+| No
-|
-The Employee Contact Type
-|
 |-
+| Employee Custom
+| The Employee Custom Type
 |
-Employee Custom
+| No
-|
+|}
-The Employee Custom Type
-|
+Clear Out Fields - some of the fields above can be cleared/deleted by using the word <delete> in a cell (in lowercase). This will make the field blank and clear out any info that was already there.
+== See also ==
-|}
+* [[Import]]