• Company Setup• Employee Setup• HR• Payroll• Time & Attendance Data
In the Import Overview screen, select the template for the information
you want to upload by clicking on Excel, Excel 2007, or XML to
download the template. The screen is
broken up by showing the Download link, the Type of Import, and a
brief Description of the template and what it should be used for.
Each import template has a General Note at the top of the template
outlining details of the import. It will
also outline what types of files the system will accept – either CSV or Excel
Format.
• Field Name: Name of the column header for each column of data• Alternate Column Header Names: Alternate column headers for each column of data• Required: If the column is required for import or is an optional column of data• Unique: Indicates if the column has to contain unique data• Min Length: Minimum number of characters for column data• Max Length: Maximum number of characters for the column data• Valid Format: What type of format is accepted in each column of data• Can Clear: Indicates if a column can be used to clear data that is already in the system• CC Defaults: If a value in this column needs to be applied, enter the word “APPLY_DEFUALT_CCn” where n-1…9 is the cost center number• Description: Detailed description of what each field name column is used for
The Template tab contains every possible field name as
well as example data in some cases. Most required fields will be indicated in RED font. Format your template to the specifications you need
and SAVE.
The template name (which section you found it in) will correspond to where you need to upload.
EXAMPLE: Import
Overview > Employee Setup > Employees would be
imported in Imports > Employee Setup > Employees