Difference between revisions of "Employee Import"

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(Created page with "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 emp...")
 
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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.
 
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
 
  
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
|
+
! Column Type
'''Column Type'''
+
! Identifiers
 
+
! Notes
|
+
! Required
'''Identifiers'''
+
 
+
|
+
'''Notes'''
+
  
 
|-
 
|-
|
+
| Employee Identifier
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 “_”
 +
| Yes
  
|
 
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 “_”
 
 
|}
 
 
 
Optional Columns
 
 
{| class="wikitable"
 
 
|-
 
|-
|
+
| New Employee ID
'''Column Type'''
+
| New Employee ID, New Emp. ID, New Emp ID, New Employee Number
 
+
| The employee’s ID will be changed to this new ID
|
+
| No
'''Identifiers'''
+
 
+
|
+
'''Notes'''
+
  
 
|-
 
|-
|
+
| Payroll ID
New Employee ID
+
| Payroll ID
 
+
| 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”.
|
+
| No
New Employee ID, New Emp. ID, New Emp ID, New Employee Number
+
 
+
|
+
The employee’s ID will be changed to this new ID
+
  
 
|-
 
|-
|
+
| First Name
Payroll ID
+
| First, First Name
 
+
| Main tab
|
+
| No
Payroll ID
+
 
+
|
+
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”.
+
  
 
|-
 
|-
|
+
| Initial
First Name
+
| Initial
 
+
| Main tab
|
+
| No
First, First Name
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Last Name
Initial
+
| Last, Last Name
 
+
| Main tab
|
+
| No
Initial
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Tag
Last Name
+
| Tag
 
+
| Main tab
|
+
| No
Last, Last Name
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Scheduler Tag
Tag
+
| Scheduler Tag, Sch Tag, Sch. Tag
 
+
| Scheduling / Other tab
|
+
| No
Tag
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Labor levels
Scheduler Tag
+
| 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
Scheduler Tag, Sch Tag, Sch. Tag
+
 
+
|
+
Scheduling / Other tab
+
  
 
|-
 
|-
|
+
| Pay Rule
Labor levels
+
| Pay Rule
 
+
| Main tab
|
+
| 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
+
  
 
|-
 
|-
|
+
| Base Schedule Group
Pay Rule
+
| Schedule, Base Schedule, Base Schedule Group or Schedule Group
 
+
| Main tab
|
+
| No
Pay Rule
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Pay Rule
Base Schedule Group
+
| Pay Rule
 
+
| Main tab
|
+
| No
Schedule, Base Schedule, Base Schedule Group or Schedule Group
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Holiday Group
Pay Rule
+
| Holiday Group
 
+
| Main tab
|
+
| No
Pay Rule
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Accrual Group
Holiday Group
+
| Accrual Group
 
+
| Main tab
|
+
| No
Holiday Group
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| Clock ID
Accrual Group
+
| Clock ID
 
+
| Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
|
+
| No
Accrual Group
+
 
+
|
+
Main tab
+
  
 
|-
 
|-
|
+
| HandPunch Supervisor
Clock ID
+
| HandPunch Supervisor, Supervisor
 
+
| Clock Info tab
|
+
| No
Clock ID
+
 
+
|
+
Clock Info tab. If you wanting to use this as an employee identifier then use “Clock_ID”
+
  
 
|-
 
|-
|
+
| Active Date
HandPunch Supervisor
+
| 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
|
+
| No
HandPunch Supervisor, Supervisor
+
 
+
|
+
Clock Info tab
+
  
 
|-
 
|-
|
+
| Inactive Date
Active 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
|
+
| 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
+
  
 
|-
 
|-
|
+
| Shift Date
Inactive 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.
|
+
| 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
+
  
 
|-
 
|-
|
+
| Shift Count
Shift Date
+
| Shift Count
 
+
| See Shift Date information above
|
+
| 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.
+
  
 
|-
 
|-
|
+
| Daily Hours
Shift Count
+
| Daily Hours
 
+
| See Shift Date information above
|
+
| No
Shift Count
+
 
+
|
+
See Shift Date information above
+
  
 
|-
 
|-
|
+
| Shift
Daily Hours
+
| Shift
 
+
| See Shift Date information above
|
+
| No
Daily Hours
+
 
+
|
+
See Shift Date information above
+
  
 
|-
 
|-
|
+
| Work Pattern Date
Shift
+
| 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
Shift
+
 
+
|
+
See Shift Date information above
+
  
 
|-
 
|-
|
+
| Work Pattern Type
Work Pattern Date
+
| Work Pattern Type
 
+
| Use the values as in the drop down on the Work Pattern tab
|
+
| 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.
+
  
 
|-
 
|-
|
+
| Social Security Number
Work Pattern Type
+
| 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
Work Pattern Type
+
 
+
|
+
Use the values as in the drop down on the Work Pattern tab
+
  
 
|-
 
|-
|
+
| Union Date
Social Security Number
+
| Union Date
 
+
| Employment / General 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”
+
  
 
|-
 
|-
|
+
| Birth Date
Union Date
+
| Birth Date
 
+
| Employment / General tab
|
+
| No
Union Date
+
 
+
|
+
Employment / General tab
+
  
 
|-
 
|-
|
+
| Address 1
Birth Date
+
| Address, Address 1
 
+
| Contact Info tab
|
+
| No
Birth Date
+
 
+
|
+
Employment / General tab
+
  
 
|-
 
|-
|
+
| Address 2
Address 1
+
| Address 2
 
+
| Contact Info tab
|
+
| No
Address, Address 1
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| City
Address 2
+
| City
 
+
| Contact Info tab
|
+
| No
Address 2
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| State
City
+
| State
 
+
| Contact Info tab
|
+
| No
City
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| Zip
State
+
| Zip
 
+
| Contact Info tab
|
+
| No
State
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| Emergency Contact Name
Zip
+
| Emergency Contact, Emergency Contact Name
 
+
| Contact Info tab
|
+
| No
Zip
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| Emergency Contact Phone Number
Emergency Contact Name
+
| Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
 
+
| Contact Info tab
|
+
| No
Emergency Contact, Emergency Contact Name
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| Emergency Contact Relationship
Emergency Contact Phone Number
+
| Emergency Contact Relationship
 
+
| Contact Info tab
|
+
| No
Emergency Contact Phone Number, Emergency Phone Number, Emergency Phone
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| License Number 1
Emergency Contact Relationship
+
| License Number, License #, License Number 1, License #1
 
+
| Licensing tab
|
+
| No
Emergency Contact Relationship
+
 
+
|
+
Contact Info tab
+
  
 
|-
 
|-
|
+
| License 1 Expiration Date
License Number 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 Number, License #, License Number 1, License #1
+
 
+
|
+
Licensing tab
+
  
 
|-
 
|-
|
+
| License Number 2
License 1 Expiration Date
+
| License Number 2, License # 2
 
+
| Licensing 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
+
  
 
|-
 
|-
|
+
| License 2 Expiration Date
License Number 2
+
| License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
 
+
| Licensing tab
|
+
| No
License Number 2, License # 2
+
 
+
|
+
Licensing tab
+
  
 
|-
 
|-
|
+
| CPR Expiration Date
License 2 Expiration Date
+
| Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
 
+
| Licensing tab
|
+
| No
License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration Date 2
+
 
+
|
+
Licensing tab
+
  
 
|-
 
|-
|
+
| Physical Received Date
CPR Expiration Date
+
| Physical Received Date
 
+
| Health tab
|
+
| No
Cpr Exp, Cpr Exp., Cpr Exp Date, Cpr Exp. Date, Cpr Expiration Date
+
 
+
|
+
Licensing tab
+
  
 
|-
 
|-
|
+
| Physical Due Date
Physical Received Date
+
| Physical Due Date
 
+
| Health tab
|
+
| No
Physical Received Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| PPD History Positive
Physical Due Date
+
| PPD History Positive
 
+
| Health tab
|
+
| No
Physical Due Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| PPD Received Date
PPD History Positive
+
| PPD Received Date
 
+
| Health tab
|
+
| No
PPD History Positive
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| PPD Due Date
PPD Received Date
+
| PPD Due Date
 
+
| Health tab
|
+
| No
PPD Received Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| CXR Received Date
PPD Due Date
+
| CXR Received Date
 
+
| Health tab
|
+
| No
PPD Due Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| CXR Due Date
CXR Received Date
+
| CXR Due Date
 
+
| Health tab
|
+
| No
CXR Received Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| TB Screen Received Date
CXR Due Date
+
| TB Screen Received Date
 
+
| Health tab
|
+
| No
CXR Due Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| TB Screen Due Date
TB Screen Received Date
+
| TB Screen Due Date
 
+
| Health tab
|
+
| No
TB Screen Received Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| Measles Not Applicable
TB Screen Due Date
+
| Measles Not Applicable
 
+
| Health tab
|
+
| No
TB Screen Due Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| Measles Received Date
Measles Not Applicable
+
| Measles Received Date
 
+
| Health tab
|
+
| No
Measles Not Applicable
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| Rubella Received Date
Measles Received Date
+
| Rubella Received Date
 
+
| Health tab
|
+
| No
Measles Received Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| Gender
Rubella Received Date
+
| Gender
 
+
| Employment / General tab
|
+
| No
Rubella Received Date
+
 
+
|
+
Health tab
+
  
 
|-
 
|-
|
+
| I9 List A Document Type
Gender
+
| I9 List A Document Type
 
+
| Employment tab
|
+
| No
Gender
+
 
+
|
+
Employment / General tab
+
  
 
|-
 
|-
|
+
| I9 List A Document ID
I9 List A Document Type
+
| I9 List A Document ID
 
+
| Employment tab
|
+
| No
I9 List A Document Type
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List A Expiration Date
I9 List A Document ID
+
| I9 List A Expiration Date
 
+
| Employment tab
|
+
| No
I9 List A Document ID
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List B Document Type
I9 List A Expiration Date
+
| I9 List B Document Type
 
+
| Employment tab
|
+
| No
I9 List A Expiration Date
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List B Document ID
I9 List B Document Type
+
| I9 List B Document ID
 
+
| Employment tab
|
+
| No
I9 List B Document Type
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List B Expiration Date
I9 List B Document ID
+
| I9 List B Expiration Date
 
+
| Employment tab
|
+
| No
I9 List B Document ID
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List C Document Type
I9 List B Expiration Date
+
| I9 List C Document Type
 
+
| Employment tab
|
+
| No
I9 List B Expiration Date
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List C Document ID
I9 List C Document Type
+
| I9 List C Document ID
 
+
| Employment tab
|
+
| No
I9 List C Document Type
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
|
+
| I9 List C Expiration Date
I9 List C Document ID
+
| I9 List C Expiration Date
 
+
| Employment tab
|
+
| No
I9 List C Document ID
+
 
+
|
+
Employment tab
+
  
 
|-
 
|-
 +
| Employee Contact
 +
| The Employee Contact Type
 
|
 
|
I9 List C Expiration Date
+
| No
  
|
 
I9 List C Expiration Date
 
 
|
 
Employment tab
 
  
 
|-
 
|-
 +
| Employee Custom
 +
| The Employee Custom Type
 
|
 
|
Employee Contact
+
| No
 
+
|
+
The Employee Contact Type
+
 
+
|
+
 
+
 
+
|-
+
|
+
Employee Custom
+
 
+
|
+
The Employee Custom Type
+
 
+
|
+
 
+
  
 
|}
 
|}

Revision as of 17:23, 6 June 2015

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.

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 “_” 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 found in the Misc tab. If you are wanting to use the Payroll ID as the employee identifier then use “Payroll_ID”. No
First Name First, First Name Main tab No
Initial Initial 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
Pay Rule Pay Rule Main tab No
Holiday Group Holiday Group Main tab No
Accrual Group Accrual Group Main tab 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 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 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 three columns must also be supplied: Shift Count, Daily Hours and Shift. 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
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 Number 1 License Number, License #, License Number 1, License #1 Licensing tab No
License 1 Expiration Date 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 Number 2 License Number 2, License # 2 Licensing tab No
License 2 Expiration Date License Exp 2, License Exp. 2, License Exp Date 2, License Exp. Date 2, License Expiration 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 Positive 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
Gender Gender Employment / General tab 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
Employee Contact The Employee Contact Type No


Employee Custom The Employee Custom Type No