Employee Job Import examples

Example 1: Adding job assignments

For example, assume this job assignment is currently configured:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp1 Job2 01/01/2021 03/31/2021

As a system administrator, you create a CSV file containing this data:

Employee Job Rate Index Rate Start Date End Date Action UDF Preferred Work Assignment
Emp1 Job1 03/01/2021 05/31/2021 ADD 111
Emp1 Job2 11/01/2021 12/31/2021 ADD

After the import is finished, these job assignments are applied:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp1 Job1 03/01/2021 05/31/2021 111
Emp1 Job2 01/01/2021 03/31/2021
Emp1 Job2 11/01/2021 12/31/2021

The first and third rows were added based on the import file.

Example 2: Updating job assignment, leading to split rows

For example, assume this job assignment is currently configured:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp2 Job1 1 5 02/01/2021 06/30/2021 Y 112

As a system administrator, you create a CSV file containing this data:

Employee Job Rate Index Rate Start Date End Date Action UDF Preferred Work Assignment
Emp2 Job1 1 10 05/01/2021 07/01/2021 UPDATE UDF1 Y 112

After the import is finished, these job assignments are applied:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp2 Job1 1 5 02/01/2021 04/30/2021 Y 112
Emp2 Job1 1 10 05/01/2021 06/30/2021 UDF1 Y 112
Emp2 Job1 1 5 05/01/2021 06/30/2021 112

The first row was split based on the existing and incoming data. The dates for a given work assignment number cannot extend beyond the existing dates for the UPDATE action. Therefore, the end date in the second row remains unchanged from the existing data.

When a work assignment is provided, the ADJ_START_DATE or ADJ_END_DATE fields must be used to extend the dates.

Note: When a job is updated to be preferred between a set period, the remaining part of the original job assignment is created as a non-preferred job.

Example 3: Updating job assignment, leading to combined rows, and deleting job assignment

For example, assume these job assignments are currently configured:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp4 Job1 01/01/2021 02/28/2021 UDF1
Emp4 Job1 06/01/2021 08/31/2021 UDF1
Emp4 Job2 01/01/2021 04/30/2021

As a system administrator, you create a CSV file containing this data:

Employee Job Rate Index Rate Start Date End Date Action UDF Preferred Work Assignment
Emp4 Job1 02/01/2021 07/31/2021 UPDATE UDF1
Emp4 Job2 01/01/2021 04/30/2021 DELETE

After the import is finished, these job assignments are applied:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp4 Job1 01/01/2021 08/31/2021 UDF1

The first two rows were combined into one row. The third row was deleted.

Example 4: Updating job assignments, leading to unchanged and split rows

For example, assume these job assignments are currently configured:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp6 Job1 03/01/2021 05/01/2021 UDF1 121
Emp6 Job2 03/01/2021 05/01/2021 UDF2

As a system administrator, you create a CSV file containing this data:

Employee Job Rate Index Rate Start Date End Date Action UDF Preferred Work Assignment
Emp6 Job1 01/01/2021 02/28/2021 UPDATE UDF1 121
Emp6 Job2 01/01/2021 04/01/2021 UPDATE UDF1

After the import is finished, these job assignments are applied:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp6 Job1 03/01/2021 05/01/2021 UDF1 121
Emp6 Job2 01/01/2021 04/01/2021 UDF1
Emp6 Job2 04/02/2021 05/01/2021 UDF2

There was no change to the Job1 assignment in the first row. When a work assignment is provided, the ADJ_START_DATE or ADJ_END_DATE fields must be used to adjust the dates.

The second row was split into two rows as a work assignment was not provided and the end dates overlap. Because WFM does not allow overlapping dates for the same job, the dates were adjusted.

Example 5: Changing job for a work assignment

For example, assume this job assignment is currently configured:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp9 Job1 01/01/2021 12/01/2021 345

As a system administrator, you create a CSV file containing this data:

Employee Job Rate Index Rate Start Date End Date Action UDF Preferred Work Assignment
Emp9 Job2 01/01/2021 05/01/2021 ADD 345

After the import is finished, these job assignments are applied:

Employee Job Rate Index Rate Start Date End Date UDF Preferred Work Assignment
Emp9 Job2 01/01/2021 05/01/2021 345
Emp9 Job1 05/02/2021 12/01/2021 345

The first row was added based on the import file and the dates of the second row were adjusted.

Note: To change the job for a work assignment, you must use the ADD action.