15.4 Importing from CSV

15.4 Importing from CSV

Info
Importing from CSV

If you wish to import from a custom CSV file, you may do this by enabling Third-Party Import and adding a company as you normally would, and then selecting ‘CSV Import File’ in the Third-Party drop-down selection box. Click ‘Browse for file’ to locate the file you wish to import from.

The ‘Synchronize Access Group to’ option can be applied if it’s desired to update access groups according to one of department, site, occupation, or class that is being imported.

Then go to the Field Mapping tab to configure how to assign fields from the file into Jarrison Time. New field values that don't match anything found in the system are added during import. Shift patterns and pay groups can be updated from file too, but note that the names used in the file should match the full names of those existing in the system.

Click in the column under ‘Map to JT Field’ to choose a field to assign.

The Effective Date field option can be placed under any date-drive field being imported, to apply a date.

Note that the CSV file should not have more than 51 columns in total.

Employee Number, Device ID, and Notes info can be imported when adding new employees however these options cannot be used to update existing profile data. Note employees cannot be reinstated within 45 days of ending service.

If using CSV import to activate or terminate employees the following field options are used:

Employee Status = ‘withdrawn’ or ‘terminated’ to end service, ‘active’ or ‘reinstate’ to make active again.

Status Date = date of termination or reinstatement, if empty the current date will be applied.

Note an Employee Status change does not automatically deactivate an employee on devices as the manual action normally would. From CSV import this is controlled by Biometric Status, which can be ‘Y’ (making person active) or ‘N’ (making person inactive).

​Importing of the CSV can take place manually (see User manual for more on importing from Third-Party) or via Planned Events.






    • Related Articles

    • 26.1 Importing Employees from Device

      Importing Employees from Device It is possible to import employee information from devices controlled directly by Jarrison Time. This can be done from ‘Import’ ‘Import Employees from Device’. Select the device to import from. There is an option to ...

    • 17.2 Event Type

      Event Type DEVICES NOT IMPORTING This option will produce a summary email showing which (if any) devices have been offline since last successful import. The number of hours since last import can be specified. EMAIL REMINDERS You can configure JT to ...

    • 31.1 Import and Export of Adjustments

      Import and Export of Adjustments To import adjustments from an external source, click on ‘Import’ then ‘Adjustments’. If adjustments like Annual Leave or Sick pay etc. are managed in an external program and can be exported then they can be imported ...

    • 25.1 Manual Import of Employees

      Manual Import of Employees To import an employee which has been exported from another site, click on ‘Import’ then ‘Employees from file’ from the menu bar, then browse for the .jte files or .zip file. If you are importing from the GreenBox, GreenForm ...

    • 28.1 Import and Export of Employee Photos

      Import and Export of Employee Photos Employee photos can also be imported and exported. Click on ‘Import’ then ‘Employee Photos from File’ or ‘Export’, ‘Employee Photos’. The name of the file must be the employee number and the extension must be ...