Temporary Team Import Interface conditional matrix

The Temporary Team Import Interface conditional matrix and examples illustrate the logic behind the Temporary Team Import Interface processing.

ACTION EXT_CODE unique? Condition Result Example
ADD N No Temporary team assignment exists for the Employee for the specified WBT_TEAM Name for the specified EXT_CODE. The temporary team assignment is added. See Example 1
ADD N
  1. Employee is already assigned to the temporary team in WBT_NAME AND
  2. Start or end date in the import file fall within the duration of the existing temporary team assignment AND
  3. EXT_CODES match
 The start and end dates of the temporary team assignment are adjusted to the earliest possible start date and latest possible end date between the existing data and the imported data. See Example 2
ADD N
  1. Employee is already assigned to the temporary team in WBT_NAME AND
  2. Start or end date in the import file fall within the duration of the existing temporary team assignment AND
  3. EXT_CODES do not match.
 A new temporary team assignment is added. Overlap between dates for existing and new EXT_CODES is allowed. See Example 3
ADD Y
  1. Employee is already assigned to the temporary team in WBT_NAME AND
  2. Start or end date in the import file fall within the duration of the existing temporary team assignment AND
  3. EXT_CODES do not match.
 A new temporary team assignment is added. Overlap between dates for existing and new EXT_CODES is not allowed. See Example 4
UPDATE N/A EXT_CODE is empty in import file.

Match on EMP_NAME and WBT_NAME.

If EXT_CODE is empty in application as well:

Update the temporary team assignments whose start or end date are within the new start and end dates in the import file, based on the import file.

 See Example 6
UPDATE N/A EXT_CODE is empty in import file.

Match on EMP_NAME and WBT_NAME.

If EXT_CODE is not empty in application: Error is returned: The record in the import file has no EXT_CODE and matches to a team assignment with an existing EXT_CODE.

The existing EXT_CODE cannot be blanked out.

 See Example 7
UPDATE N/A EXT_CODE is NOT empty in import file.

Match on WBT_NAME and the EXT_CODE:

  • If a single temp team assignment row is found: update the temporary team assignment row.
  • If two or more team assignment rows are found: update the temporary team assignment where the dates of the existing and incoming temporary team assignments overlap or the temporary team assignment whose dates are closest to the incoming temporary team assignment.
  • If WBT_NAME and start/end dates match an existing temporary team assignment whose EXT_CODE is empty, update the dates and the EXT_CODE of the existing team assignment to the dates and EXT_CODE in the import data.
 See Example 5
UPDATE N/A No Match found. Error returned.
UPDATE N/A EXT_CODE is empty in import file.

Match on EMP_NAME and WBT_NAME.

If EXT_CODE is empty in application as well and the update affects two or more team assignments:

Combine the temporary team assignments into one temporary team assignment with the start and end dates set to the dates in the import file.

 See Example 10
DELETE N/A

EXT_CODE is empty in import file.

 Match on EMP_NAME and date range. If the record in application has a non empty EXT_CODE: error is returned. See Example 9
DELETE N/A There is no match. No action is taken

Example 1

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
1 Emp1 Team1 03/01/2021 05/31/2021 ADD 111
2 Emp1 Team2 11/01/2021 12/31/2021 ADD

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp1 Team2 01/01/2021 03/31/2021

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
1 Emp1 Team1 03/01/2021 05/31/2021 111 Added based on import file.
Emp1 Team2 01/01/2021 03/31/2021 Existing temp team assignment.
2 Emp1 Team2 11/01/2021 12/31/2021 Added based on import file.

Example 2

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
3 Emp2 Team1 05/01/2021 07/01/2021 ADD

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp2 Team1 02/01/2021 06/30/2021

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
3 Emp2 Team1 02/01/2021 07/01/2021

For the example, the team assignment dates are adjusted to accommodate the earliest possible start date and the latest possible end date, considering both the existing and imported data.

Example 3

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
4 Emp6 Team1 05/01/2021 07/01/2021 ADD 111

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp6 Team1 02/01/2021 07/01/2021 123

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
4 Emp6 Team1 02/01/2021 07/01/2021 123 Existing row persisted.
5 Emp6 Team1 05/01/2021 07/01/2021 111 New row added with overlap.

Example 4

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
6 Emp7 Team1 05/01/2021 07/01/2021 ADD 111

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp7 Team1 02/01/2021 07/01/2021 123

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
6 Emp7 Team1 02/01/2021 04/30/2021 123 Existing row persisted with no date overlaps.
7 Emp7 Team1 05/01/2021 07/01/2021 111 New row added with no date overlap.

Example 5

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
8 Emp1 Team3 03/01/2021 06/30/2021 UPDATE 123
9 Emp2 Team2 03/01/2021 06/30/2021 UPDATE 123
10 Emp4 Team1 02/01/2021 07/31/2021 UPDATE

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp1 Team3 01/01/2021 08/31/2021 123
Emp2 Team2 03/01/2021 06/30/2021
Emp4 Team1 01/01/2021 02/28/2021
Emp4 Team1 06/01/2021 08/31/2021

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
8 Emp1 Team3 03/01/2021 06/30/2021 123 Updated start and end date based on EXT_CODE in import file.
9 Emp2 Team2 03/01/2021 06/30/2021 123 EXT_CODE updated.

Example 6

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
11 Emp3 Team3 01/01/2021 04/30/2021 UPDATE

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp3 Team3 01/01/2021 05/31/2021

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
11 Emp3 Team3 01/01/2021 04/30/2021 Updated end date based on import file.

Example 7

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE
12 Emp4 Team4 01/01/2021 04/30/2021

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp4 Team4 01/01/2021 05/31/2021 123

For this example, the result is an error. The record in the import file has no EXT_CODE and matches to a team assignment with an existing EXT_CODE.

Example 8

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
13 Emp4 Team2 01/01/2021 04/30/2021 DELETE

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp4 Team2 01/01/2021 04/30/2021

For this example, the result is a deleted row.

Example 9

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
14 Emp5 Team5 01/01/2021 04/30/2021 DELETE 111
15 Emp6 Team6 01/01/2021 04/30/2021 DELETE 123

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp5 Team5 01/01/2021 04/30/2022 111
Emp6 Team6 01/01/2021 04/30/2021

For this example, there are two results:

  • Row 14 is deleted.
  • Row 15 returns an error since the application row has no EXT_CODE.

Example 10

This table shows an example of the CSV file.

Record # EMP_NAME WBT_NAME START_DATE END_DATE ACTION EXT_CODE
16 Emp4 Team1 02/01/2021 07/31/2021 UPDATE

This table shows the information in the WFM Application.

Emp_Name Temp Team Start Date End Date Ext_Code
Emp4 Team1 01/01/2021 02/28/2021
Emp4 Team1 06/01/2021 08/31/2021

This table shows the result.

Record # Emp_Name Temp Team Start Date End Date Ext_Code Notes
16 Emp4 Team1 02/01/2021 07/31/2021

For this example, two temporary team assignments were combined into one temporary team assignment.