Workforce Ready Accrual Import Task

Prerequisites:
  • Access to the Task Manager in the System area in Setup
  • Requires a Workforce Ready Accrual import type report
    • Required date format: yyy-MM-dd
    • Required hours format is ‘Hours. Fraction Rounded’ formatting: H.JJJ;-H.JJJ (Example: 4:20=4.333, 4:40=4.667)
  • The following modules located in the Import Manager must be configured prior to setting this task:
    • Workforce Ready Integration
    • Workforce Ready Accrual Import Mapping
IMPORTANT
All necessary Ready time-off categories must map to the equivalent work code in this application. Accrual Work Code mapping is case sensitive and located in the Import Manager section of the System area in Setup. To denote an institution you must apply the institution in the Accrual Import Mapping section located in the Import Manager.

Use the Workforce Ready Accrual Import task to import personnel from Ready.

  1. Go to the Task Manager in the System area.
  2. Click Add
  3. Name the job. Use the description area to enter additional information if needed.
  4. Leave the remaining and default settings as is.
  5. Click the Task tab to create a task.
  6. Name the task in Task Type.
  7. Select Workforce Ready Accrual Import.
  8. Select the accrual report that is compatible with this application in Workforce Ready Report.

    The menu-box displays all Accrual category type reports from Ready.

  9. Select or clear the check box Import Nothing Upon Error.

    When selected the import will not process any records if an error exists. If unchecked, the import will process valid records only.

  10. Click Save.
  11. Optional - click the Schedules tab to create a schedule. See Task Manager Schedule Example topic for additional information.