Template Overview
The Departments import template is a CSV file that includes all of the departments for a company.
Template Functionality
When imported, the Workforce Data template performs the following functions:
- Updates Existing:
- Departments (Updates the department name field.)
- And Inserts New:
- Departments
- Locations (If the location code isn’t found.)
Template Layout
All fields/columns in this template must exist in the CSV file in the order that they appear below and each record/row of the CSV file defines a single department. A quick way to build this template from within the software is to use the Create/View Template Button within the Import window.
Download the Departments Import Template
Field / Column | Value Required? | Description | Example | Excel Column |
---|---|---|---|---|
Location Code | Yes | A unique code that identifies a location. | SACR | A |
Department Code | Yes | A unique code for the location’s department. Note: If this field is empty, a unique code will be created automatically if there is a value in Department Name. | FIN | B |
Department Name | Yes | The name of the location’s department. Note: If this field is empty, the Department Code will be copied to this column. | Finance | C |
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