Admin››Import Files

Import Files

How do I use the Import Files screen?

The Import Files screen can be accessed from Admin>> Import Files .

This screen is used to import employees/employee's schedules / employee's certifications.

This screen is contains two tabs.:

1- Import: This tab is used to browse&select CSV files to import data and display the import status.

2- Preview: This tab is used to display data of selected CSV file in the step 1.

The Import Files screen includes the following items:

Status:	Display the status of data of the imported file .
Abort read on failed record:	Check to abort read data on any failed record.
Allow missing group:	Upon selecting this button it will allow to import file even if group information is missing from the file. Upon deselecting this button it will not allow to import file if group information is missing from the file.
Allow missing position:	Upon selecting on this button it will allow to import file even if position information is missing from the file. Upon deselecting this button it will not allow to import file if position information is missing from the file.
Refuse records that result in over time:	Upon selecting this button it will refuse to import records which contains over time in a schedule. Upon deselecting this button it will allow to import records which contains over time in a schedule.
Refuse records for days with excused time:	Upon selecting this button it will refuse to import records which contains excused time in a schedule. Upon deselecting this button it will allow to import records which contains excused time in a schedule.
Import Type:	Select import type like (Employee, Schedule, Certifications)

Preview of selected file:

• Go to preview tab to preview CSV file

• Click on the Browse button to select the desired CSV file.

• Click on the Preview Button to preview the data file.

Import Employee:

• Select employee option from import type drop down.

• Choose a CSV file of employee's data

• Click on the Import button to import file

• It will prompt a message to confirm the selection

• The system will import or discard the CSV file accordingly.

Import Employee Schedule:

• Select employee schedule option from import type drop down.

• Choose a CSV file of employee schedule data.

• Click on the Import button to import file

• It will prompt a message to confirm the selection

• The system will import or discard the CSV file accordingly.

Import Employee Certification:

• Select employee certification option from import type drop down.

• Browse CSV file of employee certification data.

• Click on the Import button to import file

• It will prompt a message to confirm the selection

• The system will import or discard the CSV file accordingly.