Overview
Import employee details into AT&T GSMS from an external .csv file.
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Click the 'Shift Employee' link in 'Company Setup > StaffMatch' to open the 'Shift Employee Summary' screen (also accessible via 'StaffMatch' tab drop-down menu).
Click 'Import' in title bar to open the 'Import Shift Employee' screen. |
Description
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Before you can import employees, you must create a .csv file in Excel which contains all the required information.
Open Excel, and add employee information according to the following format:
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There must be no more than one value per cell. Each row represents one employee; each column represents a field in a new employee record in AT&T GSMS. Include all mandatory information, and any optional information.
Any of these values can be included as a column in your .csv file.
General Information
First Name
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First, or given, name.
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Last Name
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Surname, or family name.
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Phone
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A mobile or landline phone number. This is a secondary or alternative number which is stored, but not used, by AT&T GSMS.
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Fax
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Optional fax machine number.
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Mobile
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Primary mobile number in international format.
If this field is not accessible (i.e. greyed-out), it means the employee is also a AT&T GSMS user, and you cannot alter their pre-existing details from here.
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Driver's License
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Optional driver's license number.
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Alias
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A nickname or alternate name (e.g. if name is 'Edward Wood Jr', nickname might be 'Junior').
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Primary email address.
If this field is not accessible (i.e. greyed-out), it means the employee is also a AT&T GSMS user, and you cannot alter their pre-existing details from here.
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Language
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The employee's first, or preferred, language.
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Number Plate
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Optional vehicle license plate number.
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Mailing Address
Street/Suburb
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The physical street address for correspondence (e.g. 100 Walker Street, North Sydney).
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City
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The city or town of residence (e.g. Sydney, New York, London).
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Zip/Postal Code
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Mailing zone number or code for the state (e.g. 2060, CA).
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Employee Information
Employee Number
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Optional employee identifier.
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Title
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Employee's professional title.
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Zip/Postal Code
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Mailing zone number or code for the state (e.g. 2060, CA).
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Priority
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Indicates employee preference level (e.g. priority '1' employees are preferable to priority '2', etc).
You can view the priority number of employees when creating a shift order. This allows you to create a basic hierarchy of employees based on criteria like performance, reliability, skills, education etc.
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Minimum Shift Hours
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The shortest amount of time, in hours, that the employee is willing to work at a time (e.g. 4).
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Maximum Shift Hours
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The longest amount of time, in hours, that the employee is willing to work at a time (e.g. 8).
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Employment Type
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This indicates the category of work the employee is interested in.
Options are:
•Casual
•Full Time
•Part Time
•Permanent Part Time
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Department
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Select from the list. The employee is eligible to work within any of the chosen departments.
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Cost Center ID
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An optional identifier if the employee is linked to a particular cost center.
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Cost Label
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An optional identifier if the employee is linked to a particular cost center.
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Hourly Rate
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The amount an employee is required to be paid
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Minimum Week Hours
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The shortest amount of time, in hours, that the employee is willing to work within any given week (e.g. 100, 200).
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Maximum Week Hours
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The longest amount of time, in hours, that the employee is willing to work within any given week (e.g. 150, 200, 210).
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Once you have typed/pasted all the employee information you want to import, save the spreadsheet as a CSV file type.
Upload .csv File
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Locate and select the saved CSV file on your local or network drive.
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Navigate to find a file on your computer or network.
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Source File Encoding
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Default is 'US-ASCII', which supports all English characters. Select an alternative if you need to support international/foreign characters.
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First Line is Header Line
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Tick this box to ignore the first line of your .csv file when uploading (e.g. if first line contains column headings and not actual employee information).
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Once all required fields are complete:
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Begin importing data.
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Discard changes and exit.
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Map Employee Details
Map the required information from your CSV file to the matching fields. Some fields contain drop-downs which cannot be mapped. Choose the required pre-existing option from these fields.
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Once all required fields are complete:
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Remove all existing data and replace with the imported file.
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Keep the existing data and add only new data from the imported file.
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