Managed Services EDIT Template

The fields described in this reference information must appear in an upload file in the order listed here. The header value also must match the field names in this reference information. If not, you receive an error.

You can download this template by clicking here.

Field Format Required? Description/Notes
Worker GUID Alphanumeric No (Conditional. You must enter a value in at least one of the primary key fields.) This field is a primary key. Enter the value if the worker has a client-assigned worker identifier. If not, leave this field blank.
WAND Worker ID Alphanumeric No (Conditional. You must enter a value in at least one of the primary key fields.) This is the primary matching key.
Engagement ID Number No (Conditional. You must enter a value in at least one of the primary key fields.) If this field is populated, the engagement identifier is used as the primary key. This ensures that workers with multiple engagements in the system are updated.
Worker First Name Alphanumeric No Enter the worker's first name.
Worker Last Name Alphanumeric No Enter the worker's last name.
Legal First Name Alphanumeric No Enter the worker's legal first name.
Legal Last Name Alphanumeric No Enter the worker's legal last name.
Phone Number Number No Enter the worker's telephone number.
Worker Email Address Alphanumeric No Enter the worker's email address. This value is used to email the worker from the application. The address also defaults to their username for login if you do not enter a value in the Worker GUID and WAND Worker ID fields.
This field:
  • Cannot contain spaces
  • Must end with a dot extension, for example, '.com'
  • name and domain must be separated by an '@'
Start Date MM/DD/YYYY No Enter the date that the engagement begins.
Estimated End Date MM/DD/YYYY No Enter the estimated end date for the engagement.
Manager GUID Alphanumeric No Enter the manager identifier. This associates a client manager with the engagement.
Department Number Number No Enter the department number to associate with the engagement.
Parent Department Code Number No If the client organization has identical department identifiers across different department hierarchies, enter the parent department identifier (from the department hierarchy).
Note: If you have identical department identifiers, and do not enter a parent department identifier, you receive an error.
Building Code Alphanumeric No Enter the building code tied to the location for the engagement.
Worker Offsite Country Alphanumeric No If the work is completed offsite, enter the offsite country.
Worker Offsite City Alphanumeric No If the work is completed offsite, enter the offsite city.
Worker Offsite State Alphanumeric No If a value is entered, then the Work Completed Offsite option on the engagement is selected. The value populates the State field.
Worker Offsite Address Alphanumeric No If a value is entered, then the Work Completed Offsite option on the engagement is selected. The value populates the Street Address field.
Worker Offsite Postal Code Alphanumeric No If a value is entered, then the Work Completed Offsite option on the engagement is selected. The value populates the Postal Code field.
Job Category Alphanumeric No Enter the job category.
Job Title Alphanumeric No Enter the job title for the engagement.
Job Code Alphanumeric No Enter the job code.
Reason Alphanumeric No Enter the reason for the engagement.
Hours per week Number No Enter the number of hours per week for the engagement. If you do not enter a value, the number is set to '40' by default.
Hours per day Number No Enter the number of hours per day for the engagement. If you do not enter a value, the number is set to '8' by default.
Days per week Number No Enter the number of days per week for the engagement. If you do not enter a value, the number is set to '5' by default.
Currency Alphanumeric No Enter the currency for the engagement. This value overrides the value selected in the Currency drop down on the process configuration page. For more information about this field, see Use Bulk Upload.
Bill Rate Number No Not Applicable. This value is calculated using the values in the Pay Rate and Mark Up fields.
Rate Application Alphanumeric No Enter the rate application for the engagement. If entered, this value overrides the value selected in the Rate Application field. For more information about this field, see Use Bulk Upload.
Invoice Option Alphanumeric No Enter the invoice option for the engagement.
Custom Field1 (1-n) Alphanumeric Yes (conditional)

If custom fields are mapped in the process configuration, then one column must be configured for each mapped field. In the input file the column names remain 'Custom Field<field_number>'.

 Enter custom field values in the order that you define them in bulk upload interface. For more information about this process, see Use Bulk Upload.
Effective Date MM/DD/YYYY Yes Enter the date that the change is effective.
Justification Alphanumeric Yes Enter the reason for implementing the change.