Importing the Suggested Staffing data through a batch job

This topic explains how to configure and run the batch process for importing Suggested Staffing data.

The CSV file containing the header records must exist before you perform this procedure. See Preparing the Suggested Staffing CSV file.

Note: This topic does not describe how to use Job Scheduler. Search Documentation Central, if you require specific information about Job Scheduler.

Verify that the Suggested Staffing Import Type exists. Navigate to Maintenance > System Administration > Interfaces > Interface Types. Make sure that WFM SUGGESTED STAFFING IMPORT is listed.
Verify that the mapping data exists. Navigate to Maintenance > System Administration > Interfaces > Mapping Definitions. Make sure that WFM SUGGESTED STAFFING MAPPING is listed.
Add the task in Job Scheduler. This step shows adding an Aggregate Task, which means the interface task and the import task, both of which are required, run consecutively. You could also run each task separately.

Note: When the job exists, you do not have to add it each time it is run. You can simply select the job from the list and click Run Now.
1. Navigate to Maintenance > System Administration > Job Scheduler.
2. Click Add Schedule.
3. Provide a Task Description.
4. From the Task Type list, select Aggregate Task.
5. Click Submit and Ok.
Select the tasks to be included in the aggregate task.
1. From the Task Schedules screen, locate the aggregate task you created and click the Parameters button for the task.
2. On the Aggregate Task Parameters screen, use the right-pointing arrow to select the Import Task and the Interface Task. (You can use Ctrl-click to select both at the same time.)
3. Click Save.
4. Click Configure Selected Tasks.
On the Aggregate Task Parameters - Configure Subtasks screen, configure the Import and Interface tasks.
1. For the Import Task, click the Parameters button and provide data for these fields:
  
  Import Type
  
  From the list, select WFM SUGGESTED STAFFING IMPORT.
  
  Use Default Transformer
  
  Enable the default by clicking in the field. A Y displays when the default transformer is selected.
  
  File Name
  
  Provide the full path to the CSV file, including the file name and extension.
2. Click Submit and Ok.
3. For the Interface Task, click the Parameters button.
4. For Interface Type, select WFM SUGGESTED STAFFING IMPORT from the list. Click Next.
5. For Mapping Name, select WFM SUGGESTED STAFFING MAPPING.
6. Click Submit and Ok.
  
  The aggregate job has been created and can be run any time from Job Scheduler.
To run the job now, follow these steps.
1. Click Back and Save.
2. From the Job listing page, select the job you created.
3. Click Run Now.
  Details about the job, including errors, can be found in these ways:
  - Click the Logs button to check the log for the file.
  - Navigate to Maintenance > System Administration > Interfaces > Import Transactions
  Note: If errors occurred when the job was run, the most likely cause is a mistake in the CSV file. Check the file and rerun the job when the error is corrected.

After the import is complete, you can view the imported data on the Suggested Staffing form.

Navigate to Scheduling > Multi-view Scheduler > Advanced Settings > ES Data Definitions > Suggested Staffing.