Format Your Workforce Data for Import

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Detailed Formatting Steps:

1) Open your workforce file in Excel.

2) Launch the Complete AAP.

3) Pro users must then open an AAP.

40 Click on the Import icon.

Import.jpg

5) Click View Template under Workforce File.

New Imprt Wizard -Workforce Template.png


6) A new Excel worksheet will open.

WF Import Template - Blank.png

Example of Workforce Template.

7) The file is automatically saved in a folder within the open company as “company_import.xlsx” in Excel Workbook format (Excel 2007). Though not recommended, you may relocate the file. We recommend that you retain the Excel Workbook format (Excel 2007).

8) Copy and paste data values from your workforce file into the appropriate columns in the company_import.xlsx file. The software requires the data to be imported in the order shown in the template. You may retain row one (1) as the header row. Formulas are not allowed.

9) Review your import file to ensure that all data that you wish to import is present and that there are no blank rows between data.

10) If you are not using the Pro version, separate data for multiple AAPs into individual files. Pro version users may import workforce data for multiple AAPs at one time if the plan codes and names are identified in the workforce file. The import will not work properly if there is data on multiple tabs with on file.

11) Save your changes.

See Also

Required Fields
Format Your Adverse Impact Data for Import
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