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Import EmployeesMCS TIme Keeper allows you to import batches of employees into the system–for instance, if you have employees in another piece of MCS software that you wish to import in to Timekeeper. There is a bit of work up front, but it is easily accomplished. The formatting may look daunting, but is quickly mastered. warningTimekeeper has the capability of importing employees through a batch process typically run during setup.
Before the Import Before you import any employees, you need to place the required data in a format that the program can understand and use. Below is a sample Employee Record. Again, it may look daunting, but we will explain each section in detail, as well as provide you with a template at the end of this section that you may cut and paste XML format. You may use the template provided to create your own employee files. Each employee record found in the file will be created in the MCS Time Keeper database.
A sample file is shown below followed by specific details about each field. All XML tags–the tags – the red text enclosed in brackets–are brackets – are required unless specifically noted as optional. The fields must appear in the specified order. SAMPLE CODE The code below shows two employees. One, Bob Smith, has much more information associated with the file. The second, John Doe contains just the minimum. Notice, too, the two different ways of formatting the name. John Doe's information will be marked as INACTIVE due to the empty XML code–
Employee Update This XML tag should start and end the whole import file . Employee NumberEmployee There should be one Employee tag for each employee to be imported. It should surround all of that employee's data. All employee records should be between <EmployeeUpdate></EmployeeUpdate> tags. EmployeeNumber - 32 alphanumeric characters max. This is the primary identifier for employees. Duplicate employee numbers are not allowed and will cause the program to overwrite one file with another, leading to the loss of employee data.
Inactive - XML Empty Emplty Tag - (Optional) This tag contains no data. If this tag is present, the employee will be marked as inactive in the TimeKeeperTimekeeper database. If the employee currently exists in the TimeKeeperTimekeeper database, the record will be updated and activated/inactivated based on the existence of the Inactive tag. In other words, if the employee is active, remove thistag. FullName FirstName – 64 alphanumeric characters
FirstName - 64 alphanumeric characters max. PrimaryJobCodeMiddle - 1 alphanumeric character max. (Optional) LastName - 64 alphanumeric characters max. Suffix - 3 alphanumeric characters max. (Optional) PrimaryJobCode - 32 alphanumeric characters max. This code must match an Export Code in the MCS Time KeeperTimekeeper Job Code Maintenance screen. Job code descriptions are not allowed, just the number.
ExtraJobCodes - (Optional) This optional tag is used to assign additional job codes to an employee. All additional job codes must be listed within this tag using JobCode tags described below. If the employee needs no extra job codes, you may leave these fields blank. JobCode - Optional32 alphanumeric characters –max. (Optional) This optional tag is formatted exactly like that of the PrimaryJobCode tag. The code must match an Export Code in the TimeKeeperTimekeeper Job Code Maintenance screen. If no match is found, the additional Job Code is not imported. Job code descriptions are not allowed. If the employee needs no extra job codes, you may leave these fields blank.PhoneNumber - 32 alphanumeric characters max. (Optional) This is another
Info | an optional tag. There are no formatting requirements on the phone number. It is stored and displayed as it is found in the import file. For example, (555)-555-5555 will appear as (555)-555-5555 and 5551234567 will appear as 5551234567. It is strongly suggested to pick one format for phone numbers.
SSN - 9 numeric characters - max. (Optional) This optional field will be visible only on the TimeKeeperTimekeeper Employee Maintenance screen. It is not used within TimeKeeperTimekeeper and exists strictly for the benefit of payroll systems that require it. If your payroll system does not require it, we suggest leaving thisleave the field blank. PayrollCode - Optional64 alphanumeric characters max. (Optional) This optional field is not used within TimeKeeperTimekeeper, but exists as an alternative way to identify employees in 3rd-3rd party payroll systems. CostCenterCode - Optional64 alphanumeric characters max. (Optional) This optional field is not used within TimeKeeperTimekeeper, but exists as an alternative way to associate an employee with a cost center in 3rd-3rd party payroll systems.
Below, you will find the XML code stripped of employee info. Feel free to copy this snippet of code for your own imports.
Importing Employee DataOnce you have correctly formatted the XML text, the actual import of employee data can begin.
That's it! Your newly imported employees should be in your database. |
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