Importing worker records

As a Beeline Professional administrator, you can import Worker records using the Import Data tool. You can use an import template to upload Worker information, edit existing Worker records, or offboard Workers in bulk.

The quick start default template includes all the available columns that you can specify for Worker records. To tailor the template to your specific needs, you can download a copy of the quick start default template to your device and use it to create your own template by populating the required columns and removing any unnecessary ones.

Before you begin

  • You must have administrator access to the tenant site you’re setting up.

  • Identify the workers you want to import and gather the information required to create their records.

Steps

To import workers for your program, complete these steps from any supported browser.

  1. Log in to the Professional site you’re setting up.

  2. From the left navigation, go to Home and select Import Data.

  3. Create a template that you can use with the Import Data tool:

    1. From the Data object field, select Worker.

    2. To download a template, select Import Templates  Select a template and then select the quick start default template and select Download arrow.

    3. Open the template file in Microsoft Excel ©. These columns are required for the template:

      • Legal First Name

      • Legal Last Name

      • Personal Email

      • Engagement Status

      • Job Profile Reference Id

      • Classification Reference Id

      • Supplier Reference Id

      • Supervisory Org Reference Id

      • Manager Id

      • Accountable Person Id

      • Cost Center Reference Id

      • Business Site Reference Id

      • Start Date

      • End Date

      • Timesheets Enabled. Enter TRUE to enable timesheets.

      • Work Schedule Reference Id

      • Holiday Schedule Reference Id

      • Entry Type. Enter FALSE.

      • Bill Rate

      • Rate Currency

      • Rate Type. Enter TIME.

      • Pay Frequency. Enter HOURLY.

  4. To populate the template, add each worker as a separate entry; for example, one row for each worker you want to add.

  5. Save the populated template with a different file name.

  6. Go to the Import Data form and in the Note field, enter a description of your import to help you find it faster in the import monitoring logs.

  7. Select Continue and upload the populated user template.

  8. Follow the instructions in the Bulk add WORKERS page to confirm the column headers row and mapping of the fields.

  9. Optional: To review potential errors, turn on the Only show rows with problems toggle in the review section. If errors exist, you can hover over each error to view advice on resolving it. After you resolve the errors, select Continue.

After you submit the template, a message confirms you’ve submitted it successfully. The message doesn’t mean the data was successfully loaded in Professional. Select Settings  Monitoring  Import Logs to determine whether your import was processed successfully.

For more information, see Checking the status of an import process. If the import process fails, make corrections to the template and try again.