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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