Import Manager Field Descriptions

Initial Import Manager

The Import Manager displays the Initial Import and Ongoing Import. A license to use Blueprints displays the Blueprints Import tab. A UKG Ready or Dimensions integration license displays the Integration tab. For sample import files see KB Article: 000161552.

This field reference topic covers the following types of imports available in this application...

  • Initial Import

  • Ongoing Import

  • Blueprint Import

Initial Import Manager

Field Name Description
Show/Hide Initial Import Location Displays the location of the import files to facilitate navigation. See Default Import and Export File Paths topic for additional information.

InTouch Timeclock Integration: Displays SmartView URLs. The URL supplied in Workforce Ready or Workforce Dimensions for the smart views.

Run Initial Import Manager As Runs the Initial Import as the selected user. To run the import manager the selected person must have the authority permission Import Manager: Full Access.

Staffing Data Notifications

The following email notification settings are used when importing work code legacy data, such as the import-legacy-sample.csv file found in the integration/samples folder.

Field Name Description
Staffing Data Import Email Address The Email address to send the notification messages.
Notify on Success Sends an email upon a successful staffing data import.
Success Email Subject The email subject line for a successful staffing data import.
Notify on failure Sends an email if the staffing data import fails.
Failure Email Subject The subject line for the staffing data import if failure occurs.

Staffing Data Settings

The following are import settings to further control the outcome of the staffing data import, such as the import-legacy-sample.csv file found in the .../integration/samples folder.

Field Name Description
Use Test Mode Enables test mode. Organization hierarchy, jobs, specialties, and so on are checked for validity, but no actions are performed. Not selected by default.
Insert All New Records Inserts a new staffing entry for each row regardless if one previously exists. Selected by default.
Update existing record if a match exists Updates an existing staffing entry for each row. Selected by default.
Target Active Profile Utilizes the profile setting for the active profile for the record day. Selected by default.
Import Nothing Upon Error Requires that all rows are imported or the entire import is rolled back. Clear the check box to continue with the import when individual rows fail. It is recommended that Import Nothing Upon Error is checked so that the import does not occur if some or all of the data is incorrect. Selected by default.
Insert Record on Accept Whether or not to insert a staffing record if a list is provided and the outcome is ACCEPT. Selected by default.

Roster Data Settings

The Roster Data Settings area is used by the UKG team to support primarily Dimensions migrations. This utility facilitates the reimport of specific work codes for customers who are migrating from this application to Dimensions. This area is used along with any of the Roster export task types, and the Staffing Data Settings noted in the previous table. The Data Roster Settings are used to indicate which work codes will be imported and whether to use Payroll ID or Employee ID as the person identifier.

Note:

Review the Roster Export fields topic to determine the export that contains the desired fields for your export. For example, the Roster 11 export contains extensive staffing record fields, such as the Account, Note, and Detail Code fields.

Field Name Description
Initial Import Work Code(s) Limits the work codes in the roster export file for import. This means, if the roster export picked up an Overtime, a Sick, and a Vacation code, and only Vacation is selected in the menu, then only the Vacation code will be imported. Recommended.
Initial Import Key Type Identifies a person in the database. Options are: Payroll ID or Employee ID. Required.

People Data Notifications

The following are email notification settings used when importing people data, such as the import-person-sample.csv file found in the integration/samples folder.

Field Name Description
People Data Import Email Address The Email address to send the notification messages.
Notify on Success Sends an email upon a successful people import.
Success Email Subject The email subject line for a successful people import.
Notify on failure Sends an email if the people import fails.
Failure Email Subject The email subject line for the people import if failure occurs.

People Data Settings

The following are import settings to further control the outcome of the staffing data import, such as the import-people-sample.csv file found in the .../integration/samples folder.

Field Name Description
Use Test Mode Enables test mode. Organization hierarchy, jobs, specialties, etc. are checked for validity, but no actions are performed.
Is Lenient Allows organizational entities in different hierarchies to have the same abbreviation. i.e. STATION 1 and 2 can both have a UNIT with the same abbreviation label.
Create Setup records Allows the insertion of new items into Setup (organizational hierarchy, jobs, specialties, etc.).
Update Setup records Allows the modification of Setup items (organizational hierarchy, jobs, specialties, etc.).
Import Nothing Upon Error Requires that all rows are imported or the entire import is rolled back. Uncheck to continue import when individual rows fail.
Create new person record Allows the addition of new users.
Update person record Allows the modification of current users.
Create Profiles Allows the addition of a new profile for users.
Update Profiles Allows the modification of a current profile for users.
Create Assignments Allows the modification of a current profile for users. Select to allow the addition of a new assignment for users.
Limit to one Assignment per Position/Job Allows each position/job to be assigned to only one assignment.
Handling of existing Assignment Defines how to handle existing assignments during new assignment processing. Choices are: Ignore, Delete, Expire,
Link Shifts to Positions/Jobs Automatically applies the Shift associated with the assignment to the Position in Setup.
Target Date for Profiles Dynamic date value to use as the target when searching for the current profile for updating. Default Example: TODAY

Remove from People Data

The following are import settings to control which specialties, groups, or can act as attributes are removed when updating profiles via the import manager.

Field Name Description
Specialties The selected specialties will be removed during profile update. Unselected specialties will remain.
All Groups The selected groups will be removed during profile update. Unselected groups will remain.
All Can Act As The selected can act as will be removed during profile update. Unselected can act as will remain.

Skills and Certifications

The following are import settings to import specialties of type Skills and Certifications using the import-skills-and-certs-sample.csv file found in the .../integration/samples folder.

Field Name Description
Use Test Mode Enables test mode. Organization hierarchy, jobs, specialties, etc. are checked for validity, but no actions are performed.
Create Setup records Allows the insertion of new items into Setup (organizational hierarchy, jobs, specialties, etc.).
Import nothing upon error Requires that all rows are imported or the entire import is rolled back. Uncheck to continue import when individual rows fail.

Ongoing Import Manager

Field Name Description
Show/Hide Ongoing Import Location Displays the location of the import files to facilitate navigation. See Default Import and Export File Paths topic for additional information.
Run Ongoing Import Manager As Runs the Ongoing Import as the selected user. To run the import manager the selected person must have the authority permission Import Manager: Full Access.

Ongoing Import Notifications

The following are email notification settings using the Ongoing Import Manager.

Field Name Description
Ongoing Import Email Address The Email address to send the notification messages.
Notify on Success Sends an email upon a successful ongoing import.
Success Email Subject The email subject line for a successful ongoing import.
Notify on failure Sends an email if an ongoing import fails.
Failure Email Subject The email subject line for the ongoing import if failure occurs.

Blueprint Import

Field Name Description
Show/Hide Blueprint Import Location Displays the location of the import files to facilitate navigation. See Default Import and Export File Paths topic for additional information.

Blueprint Import Notifications

The following are email notification settings using the Blueprint Import Manager.

Field Name Description
Blueprint Import Email Address The Email address to send the notification messages.
Notify on Success Sends an email upon a successful Blueprint data import.
Success Email Subject The email subject line for a successful Blueprint data import.
Notify on failure Sends an email if the Blueprint data import fails.
Failure Email Subject The email subject line for the Blueprint data import if failure occurs.

Integration

See Dimensions Integration Setup Fields topic for integration field descriptions.