Timesheet Uploader
The Timesheet uploader lets you to import timesheets via a CSV file.
To access the feature, go to Shifts > Upload Timesheet.
When you visit the page, the first thing you’ll see is a guideline showing the columns that are required to be included in any CSV files, and a description of what each column is used for.
Select the Template button to download a CSV file with all the column headers prefilled.
Header |
Required |
Description |
Employee |
|
A unique identifier for the employee can be their UUID, WFM ID, or their name Name matching format for Employee with no Preferred Name set: <First Name> <Last Name> Name matching format for Employee with Preferred Name set: <First Name> (<Preferred Name>) <Last Name> |
Location |
|
A unique identifier for the Location the employee worked at, can be the UUID, WFM ID, or the name |
Date |
|
The date this segment began, all dates in the file must use the same format |
Start |
|
The start time for this segment, all times in the file must use the same format |
Finish |
|
The finish time for this segment, all times in the file must use the same format |
Segment Type |
|
Unpaid break, Break, or Unpaid to indicate a Meal Break or Unpaid Break A unique identifier for the Job the employee worked during this segment, can be the UUID, Adi ID, or the name |
When filling out the CSV, it is important to note that all entries in a column must use the same format. For example, if you have opted to use WFM ID to identify your locations, employees, and jobs, all rows in the CSV for these must use the WFM ID.
After you’ve uploaded your completed timesheet CSV, the system will display a mapping interface that allows you to select which columns map to each field in WFM.
If you are using the provided template, the mapped headers will be selected automatically based on the header names in the files. If any headers are not mapped or are mapped incorrectly, these can be updated here.
In the CSV Header Mappings page, you can map your CSV headers to the WFM headers. The headers you can map include:
-
Employee
-
Location
-
Date
-
Start
-
Finish
-
Segment Type
You can select file formats for:
-
Date
-
Time
-
Identifier
When selecting the header mappings, the system will show the selected file in a Mapping Preview window. This preview is to assist with troubleshooting the mapping of the provided data.
Data is shown against the WFM headers and will show any errors, such as data that is not formatted correctly based on the selected options.
When all of the headers have been mapped, the system will display an Upload Preview page, which can be used to confirm that the timesheets picked up from the CSV look correct before completing the upload.
Troubleshooting Errors
If any errors are detected while uploading the timesheets, WFM will show how many timesheets were created successfully, and how many failed to be created.
In the event that some timesheets failed to import, selecting the Errors button will download a file showing exactly which rows in the original file caused an error, and what the error was. This will allow you to check which rows need to be processed again and what needs to be changed in the original file before uploading again. Any timesheets that import correctly should be removed from the file before uploading again, ensure that any subsequent uploads only include timesheets that were not already imported.