Importing Shift Codes

You can use this import template to import shift codes to reduce the amount of manual work required.

Note: This import template is available to service providers, worksite managers, and worksite trusted advisors.

To upload and import shift codes, do the following:

1.

Select Client.

2.

From the Client|Change menu, select Shifts.

3.

On the Shifts form, click Import to launch the Data Import Tool form. (This button displays for all user roles except Inquiry Only.)

The Shift Codes import template option and its tabs/fields automatically display when you access this template directly from the Shifts form.

You can navigate directly to the Data Import Tool by clicking (Back Office), then select Data Import Tool on the Operations|Import Processing menu.

When you select the import template that you want, the required file layout displays in the form. Before you can upload and import data, your file must be saved in either comma-separated values (.csv) tabular format or text tab delimited (.txt) format with no spaces or special characters in the file name. (Note: You can click Download Sample Header File to download a sample Excel data file in .csv format, which can be saved in either .csv or .txt format before importing it.)

The layout requirements are:

Field	Description
Column Number	The corresponding column number for the imported data.
Category Description	• Client ID (required): Unique identifier for the client. • Shift Code (required): Code for the shift. • Description (required): Description for this shift. • Differential Method: Method to calculate shift differentials. • Differential Amount: Percentage or fixed amount, based on the differential method selected. • Include in Pay Rate: Adds this shift’s differential pay to the employee's regular pay rate. Otherwise, it uses a separate pay code. • Regular Pay Code: Code to pay the shift differential associated with regular hours. • Overtime Pay Code: Code to pay the shift differential associated with overtime (premium) hours. • Overtime Pay Factor: Pay factor (usually 1.5) to multiply the overtime shift premium amount when using a separate pay code. • Per Diem Percent: Percent to allocate to non-taxable per diem when paid using the percentage method. • Calc O/T Differential on Straight Rate: Calculates the differential on overtime pay using the straight pay rate.
Required?	Indicates if the field is required.

Note the following when using the Shift Codes import template:

•

Users whose user role is set to DENY for the Shifts form cannot import data using the Shift Codes import template and subsequently, the Data Import Tool icon will not display on this form.

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Users whose user role is set to INQUIRY for the Shifts form, but whose user role is also set to DENY for the Data Import Tool cannot view the Import icon on the Shifts form.

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Users whose user role is set to INQUIRY for the Shifts form can view the Shift Codes import template, but cannot import data.

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Users whose user role is set to INQUIRY for the Data Import Tool can view the form and import template options, but cannot import data.

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Users who do not have access to a particular company through client access groups are unable to import data into that company.