Staffing Complete allows you to import time entries from a CSV file to build orders instantly, vs the manual process of typing in all the order information. This allows users to maintain the accuracy of time that’s been captured by a time keeping system and build large orders instantly, while still keeping the ability to modify the imported time afterwords. This article will provide the details on what preparation needs to be done before importing time, the steps to import, and results.

• If we don’t capture the office code will we default to the personnel or customer office?

• Faster processing if clients provide additional codes like personnel, customer, etc?

• List updated error messages

• Do we check for DNR, Active Personnel/Customers, aging/credit limits, etc

• Auto OT if importing more than 40 in a single or separate entries?

• Why list time in and out if we require the pay and bill hours, record keeping sake?

• Do we still require the pay type or hours since the placement has it?

Preparing Staffing Complete

Before importing a time sheet, various portions of the software require some setting up. The preparation will involve assigning codes to various items in the software that the imported Depending on which time keeping company is building the file, you may want to work with them when assigning codes in the software should they already have codes they intend to use for specific pay types, placements, etc.

Setting the Hours Type Code

The Hour type code can be found in the Setup module>Types>Payroll> Time Clock Code.  Each payroll type must have a unique code, and this code should be on each line of the imported file so the system can set the pay type to be used.

Setting the Placement Code

The placement code tells the software which office, personnel, customer, and position the work is taking place. The import file allows for areas where you can specify optional fields, such as Pay Rate and Bill Rate. If left blank the placement rates will be referenced, otherwise if it’s entered on the time sheet then the files information will be referenced instead.

Importing the Time Sheet

Once Staffing Complete has been prepped with the import information, you’ll then be ready to import time. Start by navigating to the Payroll module >“Import Time” tab.  Click the “Insert” button or right click and select Step 1 – Create Batch, and a new row will appear with a new batch number. 

           Right click the line of the new batch row and select the Step 2 - Import Time, then the format the import file is in. The format will be determined on who created the file, with some time keeping vendors having their own file format such as Bullhorn, Timerack, etc. Select the format your file is in, confirm the batch number you’re about to import a file into, and click OK.

          This will open up a window where you’ll then navigate to the location your import file is saved, highlight the file, and click Open. You’ll then receive a confirmation message that the file was imported and will detail how many records have been imported.

Reviewing and Validating the Import

With the file now uploaded you’re free to review the entries of the selected batch with various details below. This area will show you the fields and associated information that was captured upon importing your file, entries in blue were imported without issue while red entries have encountered an error. Though the information displayed can’t be edited from the import tab, you can right click to view options such as to remove a single row, remove all records (which will empty the batch of all imported information) validate a single row, or various viewing options.