Import Templates + Data Input Tips Follow

    Topics Covered
  • Template downloads
  • Data inputs
    Target Users
  • Employee
    Required Permissions
  • N/A

Template Downloads

Data Input Tips

To help ensure your data imports work as best as possible, we have collected various Tips that will help ensure your imports go smoothly.

Example: Template Data Columns

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Column Tip
Title

Title is the Name of the employee, please use the FirstName LastName format and avoid commas. 

Example: John Doe or Jane Doe

Post

The Post column must match 1 to 1 a post name listed in the Who's Where Post dropdown.

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Status

The Status column must match 1 to 1 a status option found in the Who's Where Status dropdown

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Section

The Section column must match 1 to 1 a section name listed in the Who's Where Section dropdown

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TypeOfEmployee

The TypeOfEmployee column must match 1 to 1 a TypeOfEmployee option found in the Who's Where TypeOfEmployee dropdown

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Start_Date

The Start_Date should be entered in the following format:

dd/mm/yyyy

Example: 07/30/2020

End_Date

The End_Date should be entered in the following format:

dd/mm/yyyy

Example: 07/30/2020

TimeIn

TimeIn should be entered in the following format:

h:mm AM/PM

Examples:

  • 7:45 AM
  • 8:30 PM
TimeOut

TimeOut should be entered in the following format:

h:mm AM/PM

Examples:

  • 7:45 AM
  • 8:30 PM

 

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