Payroll 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.) Enter the value if the worker has a client-assigned worker identifier. This is a primary key value. If not, leave this field blank.
Note: If multiple worker records exist with the same GUID, you receive an error. You must log into the application and change the worker GUID (Worker > Account Information > GUID).
WAND Worker ID Alphanumeric No (Conditional. You must enter a value in at least one of the primary key fields.) If the worker identifier exists in the application, enter the value in this field. This is a primary key value.
Engagement ID Number No 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.
Note: If the client organization/OpUnit is configured to not allow client managers to create departments (Configuration > <op_unit> > Settings > Configuration > Manager tab > Allow Managers to add departments to their accounts during request creation), then the department number must exist in the client manager's Associated Department list.
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 Title Alphanumeric No Enter the job title 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.
Pay Rate Number No Enter the pay rate for the engagement. This is used with the Mark Up % field to calculate the bill rate.
Note: Editing this field using the Bulk Upload process recalculates the engagement financials.
Mark Up % Number No Enter the MSP mark up percentage for the engagement.
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.
TEI Alphanumeric No Enter the timecard type for the worker.
Invoice Option Alphanumeric No Enter the invoice option for the engagement.
Custom Field 1-n Alphanumeric
Note: Field input must conform to the input format defined for the custom field.
 No (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.
Note: If you have a custom fields set to require values (Configuration > Settings > Custom Fields > <field_type> > <field_name> > Allow Null Info), then the field must contain a value in the upload file.
Effective Date MM/DD/YYYY Yes Enter the effective date for the edits to the engagement.
Justification Alphanumeric Yes Enter the description the edit to the engagement.