Date: Fri, 29 Mar 2024 09:34:09 +0000 (UTC) Message-ID: <1606940169.23.1711704849387@confluence-prod-0.confluence-prod.confluence.svc.cluster.local> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_22_1599101068.1711704849386" ------=_Part_22_1599101068.1711704849386 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
Description: In this guide, the user = will learn the import formats.
Roles Required: Super User
Permissions Required: Import Admin
If still receiving a failure message, please enter a service desk ticket= .
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
CostCenterCode |
String |
Unique Cost Cente= r Code |
Yes |
Min Length: 2 =Max Length: 50 |
2 |
CostCenterName |
String |
Name of the Cost = Center |
Yes |
Min Length: 2 =Max Length: 50 |
3 |
State |
String |
Cost Center 2 Let= ter State abbreviation |
Yes |
The state's two l= etter abbreviation (i.e., AZ) |
4 |
CostCenterReferen= ce |
String |
Cost Center Refer= ence |
Optional |
Min Length: 2, Ma= x Length: 200 |
5 |
CostCenterReferen= ce2 |
String |
Cost Center Refer= ence 2 |
Optional |
Min Length: 0 =Max Length: 200 |
6 |
TemplateId | Integer |
Template Identifi= er |
Optional |
Must use existing= Id in DCI using Report: =E2=80=9C =E2=80=9D |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FullName |
String |
Full Name |
Yes |
Min Length: 2 =Max Length: 50 |
2 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
3 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
4 |
City |
String |
City | Yes |
Min Length: 2 =Max Length: 20 |
5 |
State |
String |
State |
Yes |
The state's two l= etter abbreviation (i.e., AZ) |
6 |
PostalCode | String |
Postal Code = |
Yes |
Length =3D 5 nume= rals |
7 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
8 |
FundingSourceType= |
Int |
Type of Funding S= ource (1, 2, 3) |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
9 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
10 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
ProviderId | String |
Provider Id for F= unding Source |
Optional |
Must use existing= Id in DCI |
12 |
String |
Email Address&nbs= p; |
Yes |
Email format: |
|
13 |
TimeZone |
String |
Time Zone |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
14 |
CostCenterId <= /td> | Integer |
Unique Cost Cente= r Id |
Yes |
Use existing Id i= n DCI |
15 |
SleepShiftStart= p> |
Time |
Sleep shift Start= Time |
Optional |
Format: hh:mm = |
16 |
SleepShiftEnd = |
Time |
Sleep shift End T= ime |
Optional |
Format: hh:mm = |
17 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
18 |
EnableEDI |
Bit |
EDI is enabled or= not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes *This column is contingent on= the instance-level setting. |
19 |
EnableEDITransmis= sion |
Bit |
EDI Transmission = is enabled or not |
Conditional - =If (EnableEDI =3D Yes), the EnableEDITransmission is mandatory field, ot= herwise the field can be left blank |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes *This column is contingent on= the instance-level setting. |
20 |
EDISenderID = td> | Integer |
EDI Sender ID = |
Conditional - =If (EnableEDI =3D Yes), the EDISenderID is mandatory field, otherw= ise the field can be left blank |
Min Length: 1 =Max Length: 200 *This column is contingent on the instance-level s= etting. |
21 |
EDIReceiverID = |
Integer |
EDI Receiver ID= p> |
Conditional - =If (EnableEDI =3D Yes), the EDIReceiverID is mandatory field, otherwise = the field can be left blank |
Unique Id of the = Receiver *This column is contingent on the instance-level setting. |
22 |
ExcludeFromAutoAp= proval |
Bit |
The field will de= fine whether the Funding source entries be excluded from the Auto Approval = scheduler |
Yes |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes |
23 |
AllowOfflineMobil= eApp |
Bit |
This field will d= efine whether an employee is allowed to use the application in offline mode= or not. |
Yes |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes |
24 |
RequireReasonCode= ForManualEntries |
Bit |
The field will de= fine whether the Reason Code will be required for Manual entries or not = |
Yes |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes |
25 |
AllowSignatureEVV= Verification |
Bit |
This field Checks= whether Signature verification method is enabled/ disabled corresponding t= o the Funding Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Signature Verification = method is disabled=E2=97=8F = 1 - Signature Verification method is enabled |
26 |
AllowClientPasswo= rdEVVVerification |
Bit |
This field Checks= whether Password verification method is enabled/ disabled corresponding to= the Funding Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Password Verification m= ethod is disabled=E2=97=8F &= nbsp; 1 - Password Verification method is enabled |
27 |
AllowClientPinEVV= Verification |
Bit |
This field Checks= whether Pin verification method is enabled/ disabled corresponding to the = Funding Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Pin Verification method= is disabled=E2=97=8F = 1 - Pin Verification method is enabled |
28 |
AllowPictureEVVVe= rification |
Bit |
This field Checks= whether Picture verification method is enabled/ disabled corresponding to = the Funding Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Picture Verification me= thod is disabled=E2=97=8F &n= bsp; 1 - Picture Verification method is enabled |
29 |
PerformPictureFac= ialRecognition |
Bit |
This field Checks= whether Facial Recognition is enabled/ disabled corresponding to the Fundi= ng Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Facial recognition is d= isabled=E2=97=8F 1 - = Facial recognition is enabled |
30 |
PictureFacialMinP= ercentage |
Integer |
This field the co= lumn stores the Min percentage value for facial recognition |
Optional |
Allows Integer va= lue FYI: Allows integer value from range 0 - 100 |
31 |
AllowFOBEVVVerifi= cation |
Bit |
This field Checks= whether FOB Verification method is enabled/ disabled corresponding to the = Funding Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - FOB Verification method= is disabled=E2=97=8F = 1 - FOB Verification method is enabled |
32 |
AllowVoiceRecordi= ngEVVVerification |
Bit |
This field Checks= whether Voice Verification method is enabled/ disabled corresponding to th= e Funding Source |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Voice Verification meth= od is disabled=E2=97=8F &nbs= p; 1 - Voice Verification method is enabled |
33 |
RequireReasonCode= ForLateEntries |
Bit |
This field Checks= whether reason code is required for late entries or not |
Optional |
Enumeration: <= p>=E2=97=8F 0 - Reason Code is not requ= ired for late entries=E2=97=8F &nb= sp; 1 - Reason Code isrequired for late entries |
34 |
AllowMobilePortal= SignOffVerification |
Bit |
The field will de= fine whether the EVV verification method of Client Sign Off is enabled or n= ot |
Optional |
Allows 0 or 1 val= ue. 0 =3D Disables Client Sign off Verification= method 1 =3D Enables Client Sign off Verification method<= /p> |
35 |
AllowApproveUnver= ifiedPicture |
Bit |
The field will de= fine whether unverified pictures can be approved or not |
Optional |
Allows 0 or 1 val= ue. 0 =3D Disables Approve Unverified Picture= p> 1 =3D Enables Approve Unverified Picture |
36 |
AllowApproveUnver= ifiedSignature |
Bit |
The field will de= fine whether unverified signatures can be approved or not |
Optional |
Allows 0 or 1 val= ue. 0 =3D Disables Approve Unverified signature= 1 =3D Enables Approve Unverified signature |
37 |
AllowApproveUnver= ifiedVoiceRecording |
Bit |
The field will de= fine whether unverified recordings can be approved or not |
Optional |
Allows 0 or 1 val= ue. 0 =3D Disables Approve Unverified recording= 1 =3D Enables Approve Unverified recording |
38 |
ScheduleCompareLo= gic
|
Bit |
(Instance= Level Setting) Select Default (Visit Start Time is compared= to Schedule Start and Visit End Time is compared to Schedule End) or Durat= ion (Visit Duration compared to Schedule Duration) |
Yes, if instance = level setting is enabled |
0 =3D Default =1 =3D Duration |
39 |
AllowedDeviation<= /p> |
String |
(Instance= Level Setting) The number of minutes a visit can deviate fr= om the compared schedule entry and still be considered a match |
Required if Durat= ion is selected for Schedule Compare Logic |
Min =3D 1 M= ax =3D 20 |
40 |
AutoDownwardBilla= bleAmountAdjustment |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique identifier= for the Funding Source Profile |
Yes |
Must use existing= Id in DCI |
2 |
RegionName | String |
Name of the Regio= n |
Yes |
Min Length: 2 =Max Length: 50 |
3 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
4 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
5 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
6 |
State |
String |
State |
Yes |
The state's two l= etter abbreviation (ie, AZ) |
7 |
PostalCode | String |
Postal Code = |
Yes |
Length =3D 5 nume= rals |
8 |
CountryCode = td> | String |
Country Code = ; |
Yes |
Should be USA = |
9 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
10 |
FaxNumber |
String |
Fax Phone Number<= /p> |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
String |
Email Address = |
Yes |
Email format: |
|
12 |
ContactName = td> | String |
Name of the Conta= ct |
Yes |
Min Length: 1 =Max Length: 150 |
13 |
RegionReference= p> |
String |
Third-party refer= ence for the Region |
Optional |
Min Length: 1 =Max Length: 150 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FundingSourceId= p> |
Integer |
Unique identifier= for the Funding Source Profile |
Yes |
Must use existing= Id in DCI |
2 |
AccountType = td> | Integer |
Account Type for = the Service Code |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
3 |
ServiceCodeName= p> |
String |
Name of the Servi= ce Code |
Yes |
Min Length: 1 =Max Length: 200 |
4 |
FundingType = td> | Integer |
(FI Mode = Only) Type of Funding Account |
Required for Fisc= al Intermediary Mode |
1 - Units 2= - Dollar |
5 |
BillCode |
String |
Funding Source Co= de for Billing |
Yes |
Min Length: 2 =Max Length: 20 |
6 |
BillCodeModifier1= |
String |
Bill code modifie= r |
Optional |
2 Alpha-numeric c= haracters |
7 |
BillCodeModifier2= |
String |
Bill code modifie= r |
Optional |
2 Alpha-numeric c= haracters |
8 |
BillCodeModifier3= |
String |
Bill code modifie= r |
Optional |
2 Alpha-numeric c= haracters |
9 |
BillCodeModifier4= |
String |
Bill code modifie= r |
Optional |
2 Alpha-numeric c= haracters |
10 |
Billable |
Boolean |
Service Code Entr= ies will be Billable |
Yes |
0 - False 1= - True |
11 |
BillingUnit = td> | Integer |
The type of Billi= ng Units (Hourly, Daily, etc.) |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
12 |
BillingMultiplier= |
Integer |
Billing Multiplie= r |
Conditional - Req= uired if BillingUnit =3D Hourly |
Should be 1, 2 or= 3 (Refer to ImportProfile Static Data File) |
13 |
DefaultBillingMod= ifier |
String |
The default Billi= ng Modifier |
Optional |
Min Length: 1 =Max Length: 50 |
14 |
RoundingIncrement= |
Integer |
Rounding Incremen= t |
Conditional - =Required if Billable =3D Yes & Billing Unit =3D Hourly |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
15 |
RoundingType <= /td> | Integer |
Type of Rounding = applied to Punch Entries |
Conditional - =Required if RoundingIncrement =3D 25 / 50 / 100 |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
16 |
BillingRollupType= |
Integer |
Billing Rollup Ty= pes |
Conditional - =Required if Billable field =3D Yes |
Should be 1, 2 or= 3, 4 (Refer to ImportProfile Static Data File) |
17 |
PayBackRebill = |
Boolean |
Pay Back Rebill a= nd it should be 0/ 1
|
Conditional - =Required if Funding Type =3D Dollar & Account Type =3D Hourly & = Billing Unit =3D Dollar |
0 - False 1= - True
|
18 |
DefaultPayRate |
Decimal |
The default Rate = for Employee Pay per Unit |
Conditional - =Required if Account Type =3D Hourly or Client Transportation & Payab= le =3D Yes |
Should be less th= an 999.99 |
19 |
HasMaxPayRate = |
Boolean |
Pay Rate Max Limi= t and it should be 0/ 1 |
Conditional - =Required if Account Type =3D Hourly OR Account Type =3D Client Transport= ation |
0 - False 1= - True |
20 |
MaxPayRate | Decimal |
Max Pay Rate allo= wed for Employee Service Account |
Conditional - =Required if Account Type =3D Hourly or Account OR ype =3D Client Transpo= rtation & HasMaxPayRate =3D Yes |
Must include 2 di= gits following the decimal (X.XX) = |
21 |
ShowRemainingBala= nce |
Boolean |
Yes =3D Show the = remaining authorization balance appears in units when an employee creates a= punch
|
Conditional - =Required if Account Type =3D Hourly OR Client Transportation |
0 =E2=80=93 No 1 =E2=80=93 Yes |
22 |
ShowMonthlyBalanc= e |
Boolean |
Yes =3D Displays = the remaining monthly balance as time when employees create a punch in the = mobile app |
Conditional - Required if Account Type = =3D Hourly |
0 =E2=80=93 No 1 =E2=80=93 Yes |
23 |
ShowWeeklyBalance= |
Boolean |
Yes =3D Displays = the remaining weekly balance as time when employees create a punch in the m= obile app |
Conditional - =Required if Account Type =3D Hourly |
0 =E2=80=93 No 1 =E2=80=93 Yes |
24 |
ShowDailyBalance<= /p> |
Boolean |
Yes =3D Displays = the remaining daily balance as time when employees create a punch in the mo= bile app |
Conditional - =Required if Account Type =3D Hourly |
0 =E2=80=93 No 1 =E2=80=93 Yes |
25 |
AllowDiagnosisCod= e |
Boolean |
Diagnostic Code i= s allowed or is not allowed |
Conditional - =Required if Account Type =3D Hourly |
0 - False (won=E2= =80=99t display the Diagnostic Code field when creating the Punch) 1 = - True (will display the Diagnostic Code field when creating the Punch) = |
26 |
AllowReimbursemen= ts |
Boolean |
(FI Mode = Only) Allow Reimbursements or not and it should be 0 / 1 =(This row should only be present if dollars based authorizations are ena= bled for the environment. Remove otherwise.) <= /p> |
Conditional - =Required if Account Type =3D Hourly & Funding Type =3D Dollar | 0 - False 1= - True |
27 |
AllowVendorPaymen= ts |
Boolean |
(FI Mode = Only) Allow Vendor Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are en= abled for the environment. Remove otherwise.) |
Conditional - =Required if Account Type =3D Hourly or Account Type =3D Vendor & Fun= ding Type =3D Dollar |
0 - False 1= - True |
28 |
AllowBonusPayment= |
Boolean |
(FI Mode = Only) Allow Bonus Payments or not and it should be 0 / 1 =(This row should only be present if dollars based authorizations are ena= bled for the environment. Remove otherwise.) |
Conditional - =Required if Account Type =3D Hourly & Funding Type =3D Dollar | 0 - False 1= - True |
29 |
AllowAccruedTimeP= ayments |
Boolean |
(Instance= Level Setting Only) Allow Accrued Time Payments and it shou= ld be 0 / 1 (This row should only be present if dollars based authori= zations are enabled for the environment. Remove otherwise.) |
Conditional - =Required if Account Type =3D Hourly & |
0 - False 1= - True |
30 |
AccruedTimePayCod= e |
Integer |
(Instance= Level Setting Only) Accrued Time Pay Code (This row s= hould only be present if dollars-based authorizations are enabled for the e= nvironment. Remove otherwise.) |
Conditional - =Required if Account Type =3D Hourly & AllowAccruedTimePayments =3D Y= es |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
31 |
EVVRequired = td> | Boolean |
EVV Required/Not = Required |
Conditional -Requ= ired when account type =3D hourly or client transportation | 0 - False 1= - True Defaults to 0 |
32 |
RequireEVVLocatio= n |
Boolean |
Require EVV Locat= ions/Not Require |
Conditional - Req= uired if Account Type =3D Hourly =E2=80=93 all other account types column s= hould be left blank |
0 - False 1= - True |
33 |
Description = td> | String |
Description = td> | Optional |
Min Length: 1 =Max Length: 200 |
34 |
ServiceCodeRefere= nce1 |
String |
Service Code Refe= rence 1 for additional Data |
Optional |
Min Length: 1 =Max Length: 250 |
35 |
ServiceCodeRefere= nce2 |
String |
Service Code Refe= rence 2 for additional Data |
Optional |
Min Length: 1 =Max Length: 250 |
36 |
ServiceCodeRefere= nce3 |
String |
Service Code Refe= rence 3 for additional Data |
Optional |
Min Length: 1 =Max Length: 250 |
37 |
DefaultCPTCode |
Alphanumeric <= /td> | CPT Code |
Optional |
Length: 5 charact= ers Enter either CPT or HCPCS&= nbsp; |
38 |
DefaultHCPCSCode<= /p> |
Alphanumeric <= /td> | HCPCS Code | Optional |
Length: 5 charact= ers Enter either CPT or HCPCS&= nbsp; |
39 |
CertificationTemp= lateId |
Integer |
The unique identi= fier for the Certification Template |
Optional |
Must use existing= Id in DCI |
40 |
EVVAggregationReq= uired |
Bit |
Checks whether EV= V Aggregation is required or not corresponding to the Service Code |
Allows value eith= er 0 or 1. Enumeration: 0 - EVV Aggregation is not r= equired corresponding to the Service Code 1 - EVV Aggregat= ion is required corresponding to the Service Code |
|
41 |
IsTravelTime <= /td> | Bit |
Travel Time is al= lowed or not with respect to Service Code |
Optional (B= y Default value is set to =E2=80=9C0=E2=80=9D) |
Allows value eith= er 0 or 1. Enumeration: 0 - Travel Time Entry is not= considered with respect to the Service Code 1 - Travel Ti= me Entry is considered with respect to the Service Code |
42 |
RequireCareNotes<= /p> |
Bit |
Checks whether Ca= re Notes are required or not corresponding to the hourly Service Code = td> | Conditional =E2= =80=93 Required for Hourly account type when the Care Management module is = enabled. For all other account types the column should be left blank. = td> | Allows value eith= er 0 or 1. Enumeration: 0 =E2=80=93 No 1 =E2=80=93 Yes |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
The unique identi= fier for the Profile |
Yes |
Should be an exis= ting Id of Employee Profile |
2 |
CostCenterId <= /td> | Integer |
The unique identi= fier for the Cost Center |
Yes |
Should be an exis= ting Id of Cost Center |
3 |
Role |
Integer |
The Role to be as= signed |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EmployeeId | Integer |
Valid Employee Id= |
Yes |
Must be an existi= ng Id in DCI |
2 |
PermissionId <= /td> | Integer |
Valid Permissions= Id
|
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
Name |
String |
Name for Holiday = Schedules |
Yes |
Min Length: 6 =Max Length: 150 |
2 |
Description = td> | String |
Description of Ho= liday Schedules |
Yes |
Max Length: 200= p> |
3 |
StartRange | Integer |
Start Year | Yes |
Must be a 4 digit= value (i.e., 2021) |
4 |
EndRange |
Integer |
End Year |
Yes |
Must be a 4 digit= value (i.e., 2021) |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
HolidayScheduleId= |
Integer |
Valid Holiday Sch= edule Id |
Yes |
Must use existing= Id in DCI |
2 |
HolidaysDate <= /td> | Datetime |
Holiday Start Dat= e |
Yes |
Must follow date = format (MM/DD/YYYY) |
3 |
HolidaysName <= /td> | String |
Name for Holiday<= /p> |
Yes |
Min Length =3D 1<= /p> Max Length =3D 100 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FirstName |
String |
First Name | Yes |
Min Length: 2 =Max Length: 50 |
2 |
LastName |
String |
Last Name |
Yes |
Min Length: 2 =Max Length: 50 |
3 |
FullName |
String |
Full Name |
Optional |
Min Length: 2 =Max Length: 200 |
4 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
5 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
6 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
7 |
State |
String |
State |
Yes |
The state's two l= etter abbreviation (i.e., AZ) |
8 |
PostalCode | String |
Postal Code = td> | Yes |
Length =3D 5 nume= rals |
9 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
10 |
Phone |
String |
Phone Number = ; |
Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
12 |
MobilePhone = td> | String |
Mobile Phone Numb= er |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
13 |
String |
Email Address = |
Yes |
Email format: |
|
14 |
TimeZone |
String |
Time Zone |
Yes |
Use the correct T= ime Zone from the =E2=80=9CImport Profile Static Data File=E2=80=9D in the = Help Center |
15 |
CostCenterId <= /td> | Integer |
Unique Identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
16 |
DOB |
Date |
Date of Birth = |
Yes |
MM/DD/YYYY |
17 |
Username |
String |
Username for logi= n *Activation email is not automatically sent to employee after impor= t |
Yes |
Min Length: 6 cha= racters Max Length: 50 characters |
18 |
Password |
String |
Password for logi= n *Requires employee to change password on first log in after import<= /p> |
Yes |
Min Length: 10 ch= aracters Max Length: 32 characters Must be at least 10 characte= rs, Must contain 1 uppercase letter, lowercase letters, numbers and special= characters |
19 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
20 |
EmployeeType <= /td> | Integer |
Employee Type = |
Yes |
See =E2=80=9CImpo= rt Profile Static Data File=E2=80=9D |
21 |
EmployeeNumber |
String |
Third-party Emplo= yee Number |
Yes |
Min Length: 2 =Max Length: 20 |
22 |
SSN |
String |
Social Security N= umber *Must be cleartext (not encrypted) |
Conditional The field will be Optional when Retain SSN is set t= o No in instance level setting. If Retain SSN is set to Ye= s then SSN becomes mandatory. |
Min and Max Lengt= h: 9 (Numerals) SSN will be conditionally optional when Em= ployee Type is Contractor (5) |
23 |
ProfessionalID1= p> |
String |
Third-party Profe= ssional Identifier 1 |
Optional |
Min Length: 2 =Max Length: 20 |
24 |
ProfessionalID2= p> |
String |
Third-party Profe= ssional Identifier 2 |
Optional |
Min Length: 2 =Max Length: 20 |
25 |
PayrollId |
String |
Third-party Payro= ll Identifier |
Optional |
Min Length: 2 =Max Length: 20 |
26 |
WeeklyHours = td> | Decimal |
Weekly Hours avai= lable to Work |
Yes |
Min Length: 2 =Max Length: 20 |
27 |
HolidayScheduleId= |
Integer |
Holiday Schedule = Identifier |
Yes |
Unique existing I= d for a particular Holiday Schedule |
28 |
TemplateId | Integer |
Certification Tem= plate Id |
Optional |
Must use existing= Id in DCI |
29 |
DomesticWorker |
Boolean |
Domestic Worker= p> |
Yes |
0 - No 1 - = Yes |
30 |
OneDayRestIn7Exem= ption |
Boolean |
OneDayRestIn7Exem= ption |
Conditional -Requ= ired if DomesticWorker =3D Yes |
0 - No 1 - = Yes |
31 |
PreferredDayOfRes= t |
Integer |
Preferred Day Of = Rest |
Conditional - =Required if OneDayRestIn7Exemption =3D 1 |
Day = Integer Sunday = 0 Monday 1 Tuesday &nbs= p; 2 Wednesday 3 Thursday  = ; 4 Friday 5 Saturday &= nbsp; 6 |
32 |
RetainSSN |
Bit |
Checks whether th= e SSN needs to be stored in Encrypted SSN or not. |
Yes |
Must be 0 or 1 va= lue Value: =E2=97=8F 0 - No= =E2=97=8F 1 - Yes |
33 |
HireDate |
DateTime |
Hire Date of Empl= oyee |
No |
Should be in form= at =E2=80=9CMM/DD/YYYY=E2=80=9D |
34 |
Pin |
nvarchar |
Login Pin of the = Employee |
Yes |
Min Length: 4 =Max Length: 4 |
35 |
ProfileStatus = |
Integer |
Status of the Emp= loyee *Imported employee profile status is set to Active |
Yes |
Must be a valid S= tatus: =E2=97=8F 1 - Active =E2=97=8F 2 - Inactive |
36 |
PreferredLanguage= |
nVarchar |
Preferred languag= e for an Employee |
Yes |
Must be a valid v= alue: =E2=97=8F en - English <= p>=E2=97=8F es - Spanish=E2=97= =8F vi - Vietnamese =E2=97=8F&nbs= p; zh - Mandarin =E2=97=8F &= nbsp; ru - Russian =E2=97=8F  = ; so - Somali =E2=97=8F ar - Ar= abic |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FirstName |
String |
First Name | Yes |
Min Length: 1 =Max Length: 50 |
2 |
LastName |
String |
Last Name |
Yes |
Min Length: 1 =Max Length: 50 |
3 |
FullName |
String |
Full Name |
Optional |
Min Length: 2 =Max Length: 200 |
4 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
5 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
6 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
7 |
State |
String |
State |
Yes |
The state's two l= etter abbreviation (i.e., AZ) |
8 |
PostalCode | String |
Postal Code = td> | Yes |
Length =3D 5 nume= rals |
9 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
10 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
12 |
MobilePhone = td> | String |
Cell Phone Number= |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
13 |
String |
Email Address = |
Yes |
Email format: |
|
14 |
TimeZone |
String |
Time Zone |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
15 |
CostCenterId <= /td> | Integer |
Unique Identifier= for the Cost Center |
Yes |
Use the existing = Cost Center Id from DCI |
16 |
DOB |
Date |
Date of Birth = |
Yes |
Format: MM/DD/YYY= Y |
17 |
Username |
String |
Username for logi= n |
Optional |
Min Length: 6 cha= racters Max Length: 50 characters |
18 |
Password |
String |
Password for logi= n |
Optional |
Min Length: 10 ch= aracters Max: 32 characters |
19 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
20 |
ClientNumber <= /td> | Integer |
Third-party Clien= t Number |
Yes |
Min Length: 1 =Max Length: 20 |
21 |
MedicaidNumber |
String |
Medicaid Number= p> |
Optional |
Min Length: 2 =Max Length: 20 |
22 |
InsuranceNumber= p> |
String |
Third-party Insur= ance Number |
Optional |
Min Length: 2 =Max Length: 20 |
23 |
InsurancePlan = |
String |
Insurance Company= Plan |
Optional |
Min Length: 2 =Max Length: 20 |
24 |
InsuranceGroup |
String |
Insurance Company= Group |
Optional |
Min Length: 2 =Max Length: 20 |
25 |
InsurancePayerId<= /p> |
String |
Insurance Company= Payer Number |
Optional |
Min Length: 2 =Max Length: 20 |
26 |
ClientCode | String |
Third-party code = for the Client |
Optional |
Min Length: 2 =Max Length: 20 |
27 |
RegionId |
String |
Third-party Regio= n Name |
Optional |
Min Length: 2 =Max Length: 25 |
28 |
SSN |
String |
Social Security N= umber *Must be cleartext (not encrypted) |
Optional |
Min and Max Lengt= h: 9 (Numerals) |
29 |
TemplateId | Integer |
Existing Certific= ation Template Id from DCI |
Optional |
Must use existing= Id in DCI |
30 |
Fee |
Decimal |
Fee Amount | Optional |
Min Length: 1 =Max Length: 18 (After Decimal: 2) |
31 |
CostShare |
Decimal |
Cost Share | Optional |
Min Length: 1 =Max Length: 18 (After Decimal: 2) |
32 |
EnableCaregiverRa= tingEmails |
Int |
Allows clients to= rate the caregiver for services they=E2=80=99ve received |
Yes |
Must be 0 or 1 va= lue Value: =E2=97=8F 0 =E2= =80=93 No =E2=97=8F 1 - Yes = td> |
33 |
ReceivedDate <= /td> | Date |
Received Date = |
Optional |
Format: MM/DD/YYY= Y |
34 |
RetainSSN = p> |
Bit |
Checks SSN needs = to store in encrypted form or not |
No |
Must be 0 or 1 va= lue Value: =E2=97=8F 0 - No= =E2=97=8F 1 - Yes |
35 |
Pin |
Varchar |
Login Pin of the = Client |
Yes |
Min/Max Length: 4= |
36 |
ProfileStatus = |
Integer |
Status of the Cli= ent Profile *Imported client profile status is set to Active |
Yes |
Must be a valid S= tatus: =E2=97=8F 1 - Active =E2=97=8F 2 - Inactive |
37 |
PreferredLanguage= |
Varchar |
Preferred languag= e for a Client |
Yes |
Must be a valid v= alue: =E2=97=8F en - English <= p>=E2=97=8F es - Spanish=E2=97= =8F vi- Vietnamese =E2=97=8F = ; zh - Mandarin =E2=97=8F &n= bsp; ru - Russian =E2=97=8F = so - Somali =E2=97=8F ar - Ara= bic |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FirstName |
String |
First Name | Yes |
Min Length: 2 =Max Length: 50 |
2 |
LastName |
String |
Last Name |
Yes |
Min Length: 2 =Max Length: 50 |
3 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
4 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
5 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
6 |
State
|
String |
State |
Yes |
State abbreviatio= n of 2 characters i.e., Min Length and Max Length: 2 |
7 |
PostalCode | String
|
Postal Code = td> | Yes |
Length =3D 5 nume= rals |
8 |
CountryCode = td> | String
|
3 Letter Country = Code |
Yes |
Should be USA = |
9 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
10 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
MobilePhone = td> | String |
Mobile Number = |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
12 |
String
|
Email Address = |
Yes |
Email format: |
|
13 |
TimeZone |
String
|
Time Zone |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
14 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
15 |
Username |
String |
Username for Logi= n |
Optional |
Min Length: 6 cha= racters Max Length: 20 characters |
16 |
Password |
String |
Password for Logi= n |
Optional |
Min Length: 10 ch= aracters Max Length: 32 characters |
17 |
ProfileReference<= /p> |
String
|
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ClientId |
Integer |
Client Id U= nique Id of Client with whom the Guardian Profile needs to be linked | Yes |
Must use existing= Id in DCI |
2 |
GuardianId | Integer |
Guardian Id = td> | Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FirstName |
String |
First Name | Optional |
Min Length: 2 =Max Length: 50 |
2 |
LastName |
String |
Last Name |
Optional |
Min Length: 2 =Max Length: 50 |
3 |
FullName |
String |
Full Name |
Yes |
Min Length: 2 =Max Length: 200 |
4 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
5 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
6 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
7 |
State |
String |
State |
Yes |
State abbreviatio= n of 2 characters i.e., AZ |
8 |
PostalCode | String |
Postal Code = |
Yes |
Length =3D 5 nume= rals |
9 |
CountryCode = td> | String |
Country Code <= /td> | Yes |
Should be USA = |
10 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
12 |
String |
Email Address = |
Yes |
Email format: |
|
13 |
TimeZone |
String |
Time Zone |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
14 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
15 |
Username |
String |
Username for logi= n |
Yes |
Min Length: 6 cha= racters Max Length: 50 characters |
16 |
Password |
String |
Password for logi= n |
Yes |
Min Length: 10 ch= aracters Max Length: 32 characters |
17 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
18 |
ProviderServiceLo= cation |
String |
The location used= for Billing Purposes |
Optional |
Min Length: 1 =Max Length: 200 |
19 |
EVVRequired = td> | Boolean |
EVV Required <= /td> | Yes |
0 - False 1= - True |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FirstName |
String |
First Name | Optional |
Min Length: 2 =Max Length: 50 |
2 |
LastName |
String |
Last Name |
Optional |
Min Length: 2 =Max Length: 50 |
3 |
FullName |
String |
Full Name |
Yes |
Min Length: 2 =Max Length: 200 |
4 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
5 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
6 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
7 |
State |
String |
State |
Yes |
State abbreviatio= n of 2 characters i.e., Min Length and Max Length: 2 |
8 |
PostalCode | String |
Postal Code = td> | Yes |
Length =3D 5 nume= rals |
9 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
10 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
12 |
String |
Email Address = |
Yes |
Email format: |
|
13 |
TimeZone |
String |
Time Zone |
Yes |
Use the correct T= ime Zone from the =E2=80=9CImport Profile Static Data File=E2=80=9D in the = Help Center |
14 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
15 |
Username |
String |
Username for logi= n |
Yes |
Min Length: 6 cha= racters Max Length: 50 characters |
16 |
Password |
String |
Password for logi= n |
Yes |
Min Length: 10 ch= aracters Max Length: 32 characters |
17 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
18 |
AllowSleepShift= p> |
Boolean |
Is sleep shift al= lowed or not? |
Yes |
0 - False 1= - True |
19 |
SleepShiftStart= p> |
Time |
Start of the Slee= p Shift |
Conditional - =Required if AllowSleepShift =3D 1 |
Time must be in 2= 4 hr (HH:MM) format |
20 |
SleepShiftEnd = |
Time |
End of the Sleep = Shift |
Conditional - =Required if AllowSleepShift =3D 1 |
Time must be in 2= 4 hr (HH:MM) format |
21 |
ProviderServiceLo= cation |
String |
Location used for= Billing purposes |
Optional |
Min Length: 1 =Max Length: 200 |
22 |
EVVRequired = td> | Boolean |
EVV Required <= /td> | Yes |
0 - False 1= - True |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FirstName |
String |
First Name <= /p> |
Yes |
Min Length: 2 =Max Length: 50 |
2 |
LastName |
String |
Last Name = p> |
Yes |
Min Length: 2 =Max Length: 50 |
3 |
FullName |
String |
Full Name |
Optional |
Min Length: 2 =Max Length: 200 |
4 |
UserName |
String |
Username for logi= n |
Optional |
Min Length: 6 cha= racters Max Length: 20 characters |
5 |
Password |
String |
Password for logi= n |
Optional |
Min Length: 10 ch= aracters Max Length: 32 characters |
6 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
7 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
8 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
9 |
State |
String |
State |
Yes |
State abbreviatio= n of 2 characters i.e., AZ |
10 |
PostalCode | String |
Postal Code = |
Yes |
Length =3D 5 nume= rals |
11 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
12 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
13 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
14 |
MobilePhone = td> | String |
Mobile Phone Numb= er |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
15 |
TimeZone |
String |
Time Zone |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
16 |
String |
Email Address = |
Yes |
Email format: = |
|
17 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
18 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
19 |
CanViewNotes <= /td> | Bit |
Allows case worke= r to view Notes on the Client Details and Punch Details Page |
Optional (D= efault value is set to =E2=80=9C0=E2=80=9D) |
Allows value eith= er 0 or 1. Enumeration: 0 - Case Worker is not allow= ed to view Notes on Client Details and Punch Details Page = 1 - Case Worker is allowed to view Notes on Client Details and = Punch Details Page |
20 |
CanViewAttachment= s |
Bit |
Allows case worke= r to view Attachments on the Client Details and Punch Details Page |
Optional (Default= value is set to =E2=80=9C0=E2=80=9D) |
Allows value eith= er 0 or 1. Enumeration: 0 - Case Worker is not allow= ed to view Attachments on Client Details and Punch Details Page
1 - Case Worker is allowed to view Attachments on Client Details and = Punch Details Page |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
FullName |
String |
Full Name |
Yes |
Min Length: 2 =Max Length: 200 |
2 |
DBA |
String |
DBA Name |
No |
Min. Length: 2 Max Length: 60 |
3 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
4 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
5 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
6 |
State |
String |
State |
Yes |
The state's two l= etter abbreviation (i.e., AZ) |
7 |
PostalCode | String |
Postal Code = td> | Yes |
Length =3D 5 nume= rals |
8 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
9 |
Phone |
String |
Phone Number <= /td> | Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
10 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
String |
Email Address = |
Yes |
Email format: |
|
12 |
TimeZone |
String |
Time Zone |
Yes |
Use the correct T= ime Zone from the =E2=80=9CImport Profile Static Data File=E2=80=9D in the = Help Center |
13 |
CostCenterId <= /td> | Integer |
The unique identi= fier for the Cost Center |
Yes |
Must use existing= Id in DCI |
14 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Min Length: 1 =Max Length: 200 |
15 |
TaxId |
String |
Tax Id of the Ven= dor |
Yes |
Should be of 9 Nu= merals (xx-xxxxxxx) |
16 |
URL |
String |
The unique Web Ad= dress of the Vendor |
Optional |
Min Length: 2 =Max Length: 30 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
Name |
String |
Name |
Yes |
Min Length: 6 =Max Length: 200 |
2 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 =Max Length: 150 |
3 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 =Max Length: 150 |
4 |
City |
String |
City |
Yes |
Min Length: 2 =Max Length: 20 |
5 |
State |
String |
State |
Yes |
State abbreviatio= n of 2 characters i.e., Min Length and Max Length: 2 |
6 |
PostalCode | String |
Postal Code = td> | Yes |
Length =3D 5 nume= rals |
7 |
CountryCode = td> | String |
3 Letter Country = Code |
Yes |
Should be USA = |
8 |
TimeZone |
String |
Time Zone |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
9 |
Phone |
String |
Phone Number = ; |
Yes |
10-digit phone nu= mber; exclude dashes and parentheses |
10 |
AltPhone |
String |
Alternate Phone N= umber |
Optional |
10-digit phone nu= mber; exclude dashes and parentheses |
11 |
String |
Email Address = |
Yes |
Email format: = |
|
12 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
13 |
ProfileReference<= /p> |
String |
Third-party refer= ence number for the Profile |
Optional |
Max Length: 200= p> |
14 |
EVVRequired = td> | Boolean |
EVV Required <= /td> | Yes |
0 - False 1= - True |
15 |
EnableGeofencing<= /p> |
Boolean |
Enable Geofencing= |
Conditional -Requ= ired if EVVRequired =3D 1 True |
0 - False 1= - True |
16 |
RequiresMultipleC= lientPerPunch |
Boolean |
Requires Multiple= Client Per Punch |
Yes |
0 - False 1= - True |
17 |
MinimumNumberOfAt= tendees |
Integer |
Value of the mini= mum number of Attendees should be defined |
Required |
The column is sel= ectively mandatory when RequiresMultipleClientPerPunch=3D1 |
Field # |
Field |
Type |
Description |
Required |
Comments |
1 |
ProfileId |
Integer |
Unique profile Id |
Yes |
Must be the existing employee profile Id <= /td> |
2 |
FirstName |
String |
First Name |
Yes |
Min Length: 2 Max Length: 50 |
3 |
LastName |
String |
Last Name |
Yes |
Min Length: 2 Max Length: 50 |
4 |
FullName |
String |
Full Name |
Optional |
Min Length: 2 Max Length: 200 |
5 |
Address |
String |
Address Line 1 |
Yes |
Min Length: 2 Max Length: 150 |
6 |
Address2 |
String |
Address Line 2 |
Optional |
Min Length: 2 Max Length: 150 |
7 |
City |
String |
City |
Yes |
Min Length: 2 Max Length: 20 |
8 |
State |
String |
State |
Yes |
The state=E2=80=99s two letter abbreviation (= i.e., AZ) |
9 |
PostalCode |
String |
Postal Code |
Yes |
Length =3D 5 numerals |
10 |
Phone |
String |
Phone Number |
Yes |
10-digit phone number; exclude dashes and par= entheses |
11 |
AltPhone |
String |
Alternate Phone Number |
Optional |
10-digit phone number; exclude dashes and par= entheses |
12 |
MobilePhone |
String |
Cell Phone Number |
Optional |
10-digit phone number; exclude dashes and par= entheses |
13 |
String |
Email Address |
Yes |
Email format: test@dcisoftware.com<= /p> |
|
14 |
TimeZone |
String |
Time Zone |
Yes |
See =E2=80=9CImports =E2=80=93 Static Data Re= ference File =E2=80=93 Admin Guide=E2=80=9D in the Help Center |
15 |
CostCenterId |
Integer |
Unique cost center Id |
Yes |
Must be the existing cost center Id |
16 |
DOB |
Date |
Date of Birth |
Yes |
Format: MM/DD/YYYY |
17 |
ProfileReference |
String |
Third-party reference number for the profile<= /p> |
Optional |
Min Length: 1 Max Length: 200 |
18 |
EmployeeType |
Integer |
Employee Type |
Yes |
See =E2=80=9CImports =E2=80=93 Static Data Re= ference File =E2=80=93 Admin Guide=E2=80=9D in the Help Center: Hourl= y Non-Exempt: 2 Salary Exempt: 3 Salary Non-Exempt: 4 Con= tractor: 5 |
19 |
EmployeeNumber |
String |
Third-party employee number |
Yes |
Min Length: 2 Max Length: 20 |
20 |
SSN |
String |
Social Security Number |
Yes |
Min and Max Length: 9 (Numerals) Full n= on-encrypted social security number |
21 |
ProfessionalId1 |
String |
Third-party professional identifier |
Optional |
Min Length: 2 Max Length: 20 |
22 |
ProfessionalId2 |
String |
Third-party professional identifier |
Optional |
Min Length: 2 Max Length: 20 |
23 |
PayrollId |
String |
Third-party payroll identifier |
Optional |
Min Length: 2 Max Length: 20 |
24 |
WeeklyHours |
Decimal |
Weekly Hours available to work |
Yes |
Min Length: 2 Max Length: 20 |
25 |
HolidayScheduleId |
Integer |
Holiday Schedule identifier |
Yes |
Must be the existing holiday schedule Id <= /td> |
26 |
TemplateId |
Integer |
Certification Template Id |
Optional |
Must be the existing certification template I= d |
27 |
DomesticWorker |
Boolean |
Domestic Worker |
Yes |
0 =E2=80=93 No 1 - Yes |
28 |
OneDayRestIn7Exemption |
Boolean |
One Day of Rest in 7 Exemption |
Yes |
0 =E2=80=93 No 1 - Yes |
29 |
PreferredDayOfRest |
Integer |
Preferred Day Of Rest |
Conditional =E2=80=93 Required if OneDayRestI= n7Exemption =3D 1 (Yes) |
0 =E2=80=93 Sunday 1 =E2=80=93 Monday= p> 2 =E2=80=93 Tuesday 3 =E2=80=93 Wednesday 4 =E2=80=93 Thur= sday 5 =E2=80=93 Friday 6 - Saturday |
30 |
RetainSSN |
Bit |
Checks whether the SSN needs to be stored in = Encrypted SSN or not |
No |
0 =E2=80=93 No 1 - Yes |
31 |
HireDate |
Date |
Hire Date of Employee |
No |
Format: MM/DD/YYYY |
32 |
Pin |
Nvarchar |
Login Pin of the Employee |
Yes |
Min/Max Length: 4 |
33 |
ProfileStatus |
Integer |
Status of the Employee |
Yes |
1 =E2=80=93 Active 2 - Inactive |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique Id of the = Profile |
Yes |
Should be the exi= sting Id of the Employee Profile |
2 |
DataElementName= p> |
String |
Name of the colum= ns - SSN = - EmployeeNumber <= p>- RetainSSN-= ProfileReference =- AuthenticationSt= atus |
Yes |
Columns: SSN Should be of 9 Numerals Min Length - 2 Max Length - 2= 0 ProfileReference Min Length - 2= p> Max Length - 200 RetainSSN Mus= t have value 0 or 1 Value: =E2=97=8F &nb= sp; 0 - No =E2=97=8F 1 - Ye= s AuthenticationStatus Should be th= e existing Authentication status Id: =E2=97=8F  = ; 1 - Active =E2=97=8F  = ; 2 - Disabled =E2=97=8F 3 - Locked |
3 |
NewDataValue <= /td> | String |
Data |
No |
Data correspondin= g to the column - &nbs= p; SSN - Employ= eeNumber - Reta= inSSN - Profile= Reference - Aut= henticationStatus |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique Id of the = Profile |
Yes |
Should be the exi= sting Id of the Client Profile |
2 |
DataElementName= p> |
String |
Name of the colum= ns - SSN = - ClientNumber = - RetainSSN -&n= bsp; ProfileReference - AuthenticationStat= us - EnableCare= GiverRatingEmails - &n= bsp; EnableCareManagement - = EnableVendorPayments - &nbs= p; EnableEmployerReimbursement |
Yes |
Columns: SSN Should be 9 Numerals <= strong>ClientNumber Min Length: 1 Max Length: 20 RetainSSN Must have value (0 or 1) Value: =E2=97=8F 0 - No = =E2=97=8F 1 - Yes Min Length: 1 Max Length: 200 =AuthenticationStatus Must be an existi= ng Id of the Authentication: =E2=97=8F &= nbsp; 1 - Active =E2=97=8F 2 - Di= sabled =E2=97=8F 3 - Locked Must have value (0 or = 1) Value: =E2=97=8F 0 - No<= /p> =E2=97=8F 1 - Yes Must have value (0 or 1) <= p>Value:=E2=97=8F 0 - No = =E2=97=8F 1 - Yes
EnableVendorPayments Must have value (0 or 1)= Value: =E2=97=8F 0 - No =E2=97=8F 1 - Yes = EnableEmployerReimbursement Must have value (0 or 1)= Value: =E2=97=8F 0 - No =E2=97=8F 1 - Yes |
3 |
NewDataValue <= /td> | String |
Data |
No |
Data correspondin= g to the columns: - &n= bsp; SSN - Clie= ntNumber - Reta= inSSN - Profile= Reference - Aut= henticationStatus - &n= bsp; EnableCareGiverRatingEmails -  = ; EnableCareManagement - &nb= sp; EnableVendorPayments - &= nbsp; EnableEmployerReimbursement |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique identifier= for the Client Profile |
Yes |
Must use existing= Id in DCI |
2 |
ServiceCodeId = |
Integer |
Unique identifier= for the Service Code. Can be found on Service Codes Report, in the column = Service Code ID. |
Yes |
Must use existing= Id in DCI |
3 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
4 |
AccountReference<= /p> |
String |
The third-party r= eference for the Account |
Optional |
Min Length: 2 =Max Length: 150 |
5 |
UnitId |
Integer |
Unique identifier= for the Units for the Account
Should m= atch the Billing Unit provided in corresponding Service Code. |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
6 |
AccountCodeRef |
String |
Third-party code = for the Account |
Optional |
Min Length: 1 =Max Length: 255 |
7 |
MinEntryAmount |
Decimal |
Minimum Entry Amo= unt and it can be 0, which indicates unused |
Optional |
Should be Less th= an 999.99 |
8 |
MaxEntryAmount |
Decimal |
Maximum Entry Amo= unt and it can be 0, which indicates unused |
Optional |
Should be Less th= an 999.99 |
9 |
StartDate |
DateTime |
Start Date of the= Account |
Conditional -Requ= ired for Residential Program Accounts |
Format: MM/DD/YYY= Y |
10 |
EndDate |
DateTime |
End Date of the A= ccount |
Conditional - Req= uired for Residential Program Accounts and should be blank for other Types<= /p> |
Format: MM/DD/YYY= Y |
11 |
StaffRatio | Integer |
Client Staff Rati= o |
Conditional - =Required for Day Program Accounts and should be blank for other Types of= Account |
Min Length: 1 =Max Length: 5 |
12 |
RegionId |
Integer |
Unique Identifier= for Region |
Conditional - =Required only if Region Exists for corresponding to Funding Source, othe= rwise can be left blank |
Must use existing= Id in DCI |
13 |
CaseWorkerId <= /td> | Integer |
Unique Identifier= for Caseworker |
Optional |
Caseworker Id rep= resenting Funding Source |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique identifier= for the Program Profile |
Yes |
Must use existing= Id in DCI |
2 |
ParentAccountId= p> |
Integer |
Client Funding Ac= count Id. Can be found on Funding Account Report, in the column Account ID.= |
Yes |
Must use existing= Id in DCI |
3 |
AccountReference<= /p> |
String |
The third-party r= eference for the Account |
Optional |
Min Length: 2 =Max Length: 150 |
4 |
Rate |
Decimal |
Rate for the Acco= unt |
Yes |
Should be less th= an 999.99 |
5 |
AccountType = td> | Integer |
Account Type for = Client Service Account |
Yes |
3 - Day Program= p> 2 - Residential 4 - Group Service 13 - Parenting 14 = - Transportation |
6 |
StartDate <= br> |
DateTime |
Start Date for Ac= count |
Conditional - =Required only for Residential Program and Parenting Program |
Format: MM/DD/YYY= Y |
7 |
EndDate |
DateTime |
End Date for Acco= unt |
Conditional - =Required only for Residential Program and Parenting Program |
Format: MM/DD/YYY= Y |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique identifier= for the Employee Profile |
Yes |
Must use existing= Id in DCI |
2 |
ParentAccountId= p> |
Integer |
Unique identifier= for the Client Funding Account =E2=80=98or=E2=80=99 the Master Program Acc= ount (Day, Residential, etc.) to be associated with the Employee Service Ac= count |
Yes |
Should be an exis= ting Id of Client Funding Account for hourly and client transportation or M= aster Program Account for programs |
3 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Should be an exis= ting Id of Cost Center |
4 |
AccountReference<= /p> |
String |
The third-party r= eference for the Account |
Optional |
Min Length: 2 =Max Length: 150 |
5 |
Rate |
Decimal |
Rate for the Acco= unt |
Yes |
Should be less th= an 999.99 |
6 |
AccountCodeRef |
String |
Third-party Code = for the Account |
Optional |
Min Length: 2 =Max Length: 255 |
7 |
MinEntryAmount |
Decimal |
Minimum Entry Amo= unt |
Optional |
Should be less th= an 999.99 |
8 |
MaxEntryAmount |
Decimal |
Maximum Entry Amo= unt |
Optional |
Should be less th= an 999.99 |
9 |
AccountType = td> | Integer |
The Type of Accou= nt |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
10 |
StartDate |
Date |
Start Date of Emp= loyee Service Account |
Optional |
Format: MM/DD/YYY= Y |
11 |
EndDate |
Date |
End Date of Emplo= yee Service account |
Optional |
Format: MM/DD/YYY= Y |
12 |
EvvFrequencyInter= val |
Integer |
EVV Frequency Int= erval |
Conditional: <= p>Required if EVVFrequencyType =3D ClockIn, out and Define Intervals during= shift |
Value should be b= etween 1 and 240 |
13 |
EvvFrequencyType<= /p> |
Integer |
EVV Frequency Typ= e |
Conditional The field is mandatory if EVV Required is =E2=80=9CYes=E2=80=9D in Service= Code, otherwise the field can be left blank |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= This will be used only for Hourly Account Type <= /td> |
14 |
PTOIncrement <= /td> | Decimal |
Increment in whic= h entries for PTO service accounts should be created (e.g. =E2=80=9C8=E2=80= =9D would mean one PTO entry =3D 8 hours) |
No |
Value should be b= etween 0.25 and 23.98 and only for PTO Account Type |
15 |
AllowsOverlapping= Rates |
Boolean |
The field checks = whether the user is allowed to create multiple Pay Rates for a Date of Serv= ice or not |
Yes |
0 - False 1= - True |
16 |
PayRate |
Numeric |
Payrate Name Item= Id |
Yes |
Must use existing= Id in DCI . Is Relationship type pay rate in Static Data Reference Gu= ide. |
17 |
BurdenMultiplier<= /p> |
Decimal |
Burden Multiplier= (FI Mode Only) |
Yes |
FI Mode O= nly. This column should only be present when dollars-based authori= zations are enabled. |
18 |
RelationshipType<= /p> |
Integer |
Type of the Relat= ionship |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
19 |
EmployeeNumber |
String |
Employee Number <= strong>(FI Mode Only)
|
No |
FI Mode O= nly Min length: 2 Max length: 20 Number sh= ould be alpha-numeric. |
20 |
Payability | Boolean |
Payability and it= will be either 1 or 5 |
Conditional - =Required if Account Type =3D Mileage |
1 - No= n Payable 5 - Payable |
21 |
EVVExempt |
Bit |
This field Checks= whether EVV Exempt is enabled/ disabled in service account |
Optional |
Allows value eith= er 0 or 1. =E2=97=8F 0= =3D EVV Exempt is disabled =E2=97=8F &nbs= p; 1 =3D EVV Exempt is enabled |
22 |
DisplayAuthWidget= |
Boolean |
Enabling will dis= play the authorizations widget on the employees dashboard, available for ho= urly and client transportation |
Conditional -Requ= ired if Account Type =3D Hourly, Client Transportation |
Enable Di= splay Auth Widget Must have value (0 or 1) Value: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes |
Field # |
Field |
Type |
Description = td> | Comments |
1 |
AccountId |
Integer |
Valid account Id<= strong> (required) |
Must use existing= Id in DCI |
2 |
Status |
Boolean |
Change the accoun= t to active or inactive (required) = td> | 1- Active 2= - Inactive |
Field #= strong> |
Field |
Type |
Descripti= on |
Comments<= /strong> |
1 |
AccountId |
Integer |
Valid account Id<= span> (required) |
Must use existing= Id in DCI |
2 |
BurdenMultiplier = Rate |
Bit |
The percentage of= the rate that accounts for all associated fees (required) |
i.e., 0.2 <= br> |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
PayRate |
Integer |
Id of the Pay Rat= e |
Yes |
Must use existing= Id in DCI . Is Relationship type pay rate in Static Data Reference Gu= ide. |
2 |
AccountId |
Integer |
Employee Service = Account Unique Id |
Yes |
Must use existing= Id in DCI. |
3 |
Rate |
Decimal |
New rate value |
Yes |
Format x.xx = td> |
4 |
EffectiveDate = |
Date |
Pay Rate Start Da= te |
Yes |
Format =E2=80=9CM= M/DD/YYYY=E2=80=9D |
5 |
EndDate |
Date |
Pay Rate End Date= |
Optional |
Format =E2=80=9CM= M/DD/YYYY=E2=80=9D |
6 |
Primary |
Boolean |
The checkbox prov= ides the ability to mark Pay Rates as Primary |
Required |
0 - False 1= - True |
Field #= strong> |
Field |
Type |
Descripti= on |
Mandatory= |
Comments<= /strong> |
1 |
AccountId |
Integer |
Valid / existing = Employee Service Account ID (Account Type =3D Hourly) |
Yes |
Valid / existing = Employee Service Account ID (Account Type =3D Hourly) |
2 |
MondayRestrictEna= bled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Monday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
3 |
TuesdayRestrictEn= abled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Tuesday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
4 |
WednesdayRestrict= Enabled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Wednesday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
5 |
ThursdayRestrictE= nabled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Thursday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
6 |
FridayRestrictEna= bled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Friday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
7 |
SaturdayRestrictE= nabled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Saturday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
8 |
SundayRestrictEna= bled |
Bit |
Whether Day of We= ek Restriction needs to be enabled for Sunday or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
Field Num= ber |
Field |
Type |
Descripti= on |
Mandatory= |
Comments<= /strong> |
1 |
AccountId |
Integer |
Valid / existing = Employee Service Account ID (Account Type =3D Hourly) |
Yes |
Valid / existing = Employee Service Account ID (Account Type =3D Hourly) |
2 |
Enabled |
Bit |
Whether Holiday R= estrictions needs to be enabled or not |
Yes |
Enumeration: <= p>=E2=97=8F 0 - FALSE (Unchecked)=E2=97=8F 1 - TRUE (Checked) |
3 |
HolidayScheduleId= |
Integer |
Valid / existing = Holiday Schedule ID |
Conditional - Req=
uired if |
Valid / existing = Holiday Schedule ID |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique identifier= for the Vendor Profile |
Yes |
Must use existing= Id in DCI |
2 |
ParentAccountId= p> |
Integer |
Unique identifier= for the Client Funding Account to be associated with the Vendor Account |
Yes |
Must use existing= Id in DCI |
3 |
CostCenterId <= /td> | Integer |
Unique identifier= for the Cost Center |
Yes |
Must use existing= Id in DCI |
4 |
AccountReference<= /p> |
String |
The third-party r= eference for the Account |
Yes |
Min Length: 2 =Max Length: 150 |
5 |
AccountType = td> | Integer |
Account Type for = the Service Code |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
Field #= strong> |
Field |
Type |
Descripti= on |
Comments<= /strong> |
1 |
AccountId |
Integer |
Valid account Id<= span> (required) |
Must use existing= Id in DCI |
2 |
Status |
Boolean |
Change the accoun= t to active or inactive (required) = td> | See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique Id of Acco= unt |
Yes |
Accepts only inte= ger value |
2 |
RelationshipId |
Integer |
Unique Id of Rela= tionship type |
Yes |
Accepts only inte= ger value |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Client Funding Account |
Yes |
Must use existing= Id in DCI |
2 |
AuthorizationIDRe= ference |
String |
The third-party r= eference for the Authorization Entry |
Optional |
Min Length: 2 =Max Length: 250 |
3 |
StartDate |
DateTime |
Date Authorizatio= n becomes effective |
Yes |
Valid date in the= Format: MM/DD/YYYY |
4 |
EndDate |
DateTime |
Date Authorizatio= n expires |
Yes |
Valid date in the= Format: MM/DD/YYYY |
5 |
MonthlyMax | Decimal |
Maximum draw per = month |
Optional |
Min Length: 0 =Max Length: 10 |
6 |
WeeklyMax |
Decimal |
Maximum draw per = week |
Yes |
Min Length: 1 =Max Length: 10 |
7 |
DailyMax |
Decimal |
Maximum draw per = day |
Yes |
Min Length: 1 =Max Length: 10 |
8 |
BillingUnitId = |
Integer |
Unit unique ident= ifier; Pulled from the Account UnitId Field |
Optional |
Should match the = Billing Unit provided in Corresponding Service Code |
9 |
BillingRate = td> | Decimal |
Billing Rate per = transaction unit |
Yes |
Min Length: 0 =Max Length: 13 |
10 |
RemainingBalance<= /p> |
Decimal |
The balance of Un= its remaining |
Optional |
Min Length: 0 =Max Length: 10 |
11 |
Nonbillable = td> | Boolean |
Authorization is = not billable |
Yes |
0 - No 1 - = Yes |
12 |
EligibilityCode= p> |
String |
Third-party code = for eligibility for Funding |
Optional |
Min Length: 0 =Max Length: 200 |
13 |
InitialBalance |
Decimal |
The original bala= nce of the Authorization |
Yes |
Min Length: 1 =Max Length: 10 |
14 |
AuthorizationExpi= ration |
DateTime |
Date the Authoriz= ation expires |
Yes |
Valid date in the= Format: MM/DD/YYYY |
15 |
MaximumDailyBilla= bleUnits |
Decimal |
Maximum billable = units under unit rate |
Optional |
Should be less th= an 999.99 |
16 |
DailyRate |
Decimal |
Fixed rate if tot= al Units above MaximumDailyBillableUnits |
Optional |
Should be less th= an 999.99 |
17 |
AuthorizationIDRe= ference1 |
String |
Optional Data Sto= rage Field |
Optional |
Max Length: 20 ch= aracters |
18 |
AuthorizationIDRe= ference2 |
String |
Optional Data Sto= rage Field |
Optional |
Max Length: 20 ch= aracters |
19 |
AuthorizationIDRe= ference3 |
String |
Optional Data Sto= rage Field |
Optional |
Max Length: 20 ch= aracters |
20 |
AuthorizationIDRe= ference4 |
String |
Optional Data Sto= rage Field |
Optional |
Max Length: 20 ch= aracters |
21 |
AuthorizationIDRe= ference5 |
String |
Optional Data Sto= rage Field |
Optional |
Max Length: 20 ch= aracters |
22 |
HideInitialBalanc= e |
Boolean |
Hiding Initial Ba= lance |
Required |
0 - False 1= - True |
23 |
BillingHold = td> | Boolean |
Whether Billing H= old is Enabled or Not |
Optional |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes FYI: If left blank for an Authorization, the system= will consider it as 0 (No). |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
StartDate |
Date |
Date Authorizatio= n becomes effective |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D Should be within the authorization date= range |
2 |
EndDate |
Date |
Date Authorizatio= n expires |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
3 |
BillingRate = td> | Decimal |
Billing Rate per = Transaction Unit |
Yes |
Should be less th= an 999.99 |
4 |
EntryId |
Integer |
Parent Authorizat= ion Id |
Yes |
Must use existing= Id in DCI |
5 |
AuthorizationIDRe= ference |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
6 |
AuthorizationIDRe= ference1 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
7 |
AuthorizationIDRe= ference2 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
8 |
AuthorizationIDRe= ference3 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
9 |
AuthorizationIDRe= ference4 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
10 |
AuthorizationIDRe= ference5 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Valid Entry Id |
Yes |
Must use existing= Id in DCI |
2 |
Date |
Date |
Date for which ch= anges are to be made |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
3 |
Amount |
Decimal |
Amount value to u= pdate i.e., Amount to be updated in the authorization entry |
Yes |
Must include 2 di= gits following a decimal (xx.xx) |
4 |
ReasonId |
Integer |
Reason Id V= alid existing Id for the Reason present in Authorization Balance Adjustment= Reason |
Optional |
Must use existing= Id in DCI |
5 |
Description = td> | String |
Description for A= djustment |
Optional |
Max Length =3D No= t defined |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Unique identifier= for Entries |
Yes |
Must use existing= Id in DCI |
2 |
InitialBalance |
Decimal |
Changes the Initi= al Balance of an already present Auth |
Yes |
Should be a decim= al or integer value |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
authorizationid= p> |
Integer |
The unique identi= fier for authorization entry |
Yes |
Must use existing= Id in DCI |
2 |
note |
String |
Description for r= ejection |
Yes |
N/A |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Valid Authorizati= on Id |
Yes |
Must use existing= Id in DCI |
2 |
StartDate |
Date |
Date that you wan= t to update for existing Authorization |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
3 |
EndDate |
Date |
Date that you wan= t to update for existing Authorization |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
4 |
ExpirationDate |
Date |
Date that you wan= t to update for existing Authorization |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Valid Entry Id |
Yes |
Must use existing= Id in DCI |
2 |
AuthorizationIDRe= ference |
String |
Updated value for= Auth Ref Field
|
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
3 |
AuthorizationIDRe= ference1 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
4 |
AuthorizationIDRe= ference2 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
5 |
AuthorizationIDRe= ference3 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
6 |
AuthorizationIDRe= ference4 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
7 |
AuthorizationIDRe= ference5 |
String |
Updated value for= Auth Ref Field |
Optional |
If left blank, th= is field will be marked =E2=80=9CNull=E2=80=9D upon import Min Length: 2 Max Length: 250 |
8 |
EligibilityCode= p> |
String |
Updated value for= Eligibility Code |
Optional |
Min Length: 0 =Max Length: 200 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Valid Authorizati= on Id |
Yes |
Must use existing= Id in DCI |
2 |
MonthlyMax | Decimal |
Maximum limit per= month for Authorization |
Yes |
Amount should be = less than Initial Balance and cannot be Zero |
3 |
WeeklyMax |
Decimal |
Maximum limit per= Week for Authorization |
Yes |
Amount should be = less than Monthly Max and cannot be Zero |
4 |
DailyMax |
Decimal |
Maximum limit per= Day for Authorization |
Yes |
Amount should be = less then Weekly Max and cannot be Zero |
5 |
MaximumDailyBilla= bleUnits |
Decimal |
Maximum limit for= Daily Billable Units |
Optional |
It can accept Zer= o value and Decimal values but can't accept Negative values Must be l= ess than 999.99 |
6 |
Nonbillable = td> | Boolean |
Authorization is = not billable |
Yes |
Enumeration: <= p>=E2=97=8F 0 - No=E2=97=8F = ; 1 - Yes |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AuthID |
Integer |
Valid Authorizati= on ID |
Yes |
Existing Authoriz= ation ID for which we want to update Date Range |
2 |
RateStartDate = |
Date |
Start Date that y= ou want to update for existing Authorization |
Yes |
Valid Date Format= : MM/DD/YYYY |
3 |
RateEndDate = td> | Date |
End Date that you= want to update for existing Authorization |
Yes |
Valid Date Format= : MM/DD/YYYY |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Identifier of the= Employee Service Account |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
Amount correspond= ing to the Entry |
Yes |
Difference betwee= n StartDateTime and EndDateTime |
3 |
EntryReference |
string |
The third-party r= eference for the Entry |
Optional |
Max Length: 250= p> |
4 |
StartDate |
DateTime |
Start Date and Ti= me for the Punch |
Yes |
Must be in format= MM/DD/YYYY hh:mm |
5 |
EndDate |
DateTime |
End Date and Time= for the Punch |
Yes |
Must be in format= MM/DD/YYYY hh:mm |
6 |
DiagnosticCode |
string |
Id of the Diagnos= tic Code |
Optional |
Min Length: 2 =Max Length: 20 |
7 |
PayRate |
Integer |
Rate Id of Pay Ra= te associated with Employee Service Account |
Blank unless <= p>AllowOverlappingPayRates=3D Yes in ESA and&nb= sp;Date of service has Multiple Rates |
Must use existing= Id in DCI |
8 |
CannedStatementId= |
Integer |
Canned Statement = Id associated with Entry |
Optional |
Must use existing= Id in DCI |
9 |
ReasonCodeId <= /td> | Integer |
Reason Code Id as= sociated with Entry |
Conditional - Req= uired (The field is mandatory if any Reason Code is linked corresponding to= the Funding Source else the field can be left blank) |
Must use existing= Id in DCI |
10 |
ReasonCodeText |
Varchar |
Reason Code Text = linked corresponding to the Reason Code |
Conditional - Req= uired (If RequireFreeTextNote =3D Yes, it is mandatory for user to add Reas= on Code Text otherwise can be left blank) |
Min Length: 4 =Max Length: 250 |
11 |
Notes |
String |
Free Text Note th= at=E2=80=99s to be linked with the Entry |
Optional |
Min Length =3D 1<= /p> Max Length =3D 200 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
The Unique Id of = Punch |
Yes |
Id of Punch that = needs to be voided |
2 |
Note |
String |
Note |
Optional |
Any Note to be li= nked with the entry |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Valid Entry Id |
Yes |
Valid Id for Fund= ing Account |
2 |
Date |
Date |
Date for which ch= anges are to be made |
Yes |
Valid Date Format= : MM/DD/YYYY |
3 |
Amount |
Decimal |
Amount value to u= pdate i.e., Amount to be updated in the authorization entry |
Yes |
Min length =3D 2<= /p> Max length =3D 150 |
4 |
Note |
String |
Any Note to be at= tached for the Entry |
Optional |
Max Length =3D No= t Defined |
5 |
FeeType |
Integer |
Valid Fee Type Id= |
Optional |
Should be an exis= ting Id of Fee Type |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Employee Group Service Account |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
Entry Amount <= /td> | Yes |
Difference betwee= n StartDateTime and EndDateTime |
3 |
EntryRef |
String |
The third-party r= eference for the Entry |
Optional |
Max Length: 250= p> |
4 |
StartDate |
DateTime |
Start Date and Ti= me for the Punch |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
5 |
EndDate |
DateTime |
End Date and Time= for the Punch |
Yes |
Format: MM/DD/YYY= Y hh:mm |
6 |
DiagnosticCode |
String |
Diagnostic Code f= or the Punch |
Optional |
Min Length: 2 =Max Length: 20 |
7 |
PayRate |
Integer |
Pay Rate correspo= nding to the punch entry. Rate Id of PayRate associated with Employee= Service Account. |
Blank unless <= p>AllowOverlappingPayRates=3D Yes in ESA and Date of service has Multiple R= ates |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EmployeeEntryId= p> |
Integer |
Unique Punch Id c= reated through Group Service Employee Entry |
Yes |
Should be an exis= ting Id of the Employee Entry |
2 |
AccountId |
Integer |
Unique identifier= for the Client Service Account |
Yes |
Must use existing= Id in DCI |
3 |
Amount |
Decimal |
Entry Amount <= /td> | Yes |
Difference betwee= n StartDateTime and EndDateTime
Should be the sam= e as of Employee Entry data |
4 |
EntryRef |
String |
The third-party r= eference for the Entry |
Optional |
Max Length: 250= p> |
5 |
StartDate |
DateTime |
Start Date and Ti= me for the Punch |
Yes |
Format: MM/DD/YYY= Y hh:mm Should be the same as of Employee Entry data = td> |
6 |
EndDate |
DateTime |
End Date and Time= for the Punch |
Yes |
Format: MM/DD/YYY= Y hh:mm Should be the same as of Employee Entry data = td> |
7 |
DiagnosticCode |
String |
Diagnostic Code f= or the Punch (not used for Attendance Entries) |
Optional |
Min Length: 2 =Max Length: 20 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Employee Service = Account Id |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Integer |
Amount correspond= ing to the Entry |
Yes |
It is the differe= nce between StartDateTime and EndDateTime |
3 |
EntryReference |
string |
The third-party r= eference for the Entry |
Optional |
Max Length: 250= p> |
4 |
StartDate |
DateTime |
Start Date and Ti= me for the Punch |
Yes |
Format: MM/DD/YYY= Y hh:mm |
5 |
EndDate |
DateTime |
End Date and Time= for the Punch |
Yes |
Format: MM/DD/YYY= Y hh:mm |
6 |
DiagnosticCode |
string |
Id of the Diagnos= tic Code |
Optional |
Min Length: 2 =Max Length: 20 |
7 |
PayRate |
Integer |
Rate Id of Pay Ra= te associated with Employee Service Account |
Blank unless <= p>AllowOverlappingPayRates=3D Yes in ESA and Date of service has Multiple R= ates (No Primary Pay Rate exists for Date of Service) |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Identifier of the= Employee Service Account for account type residential |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
Time entry amount= |
Yes |
Difference betwee= n StartDateTime and EndDateTime |
3 |
EntryReference |
String |
To link reference= entry |
Optional |
Max Length =3D 25= 0 |
4 |
StartDate |
DateTime |
Start Date and St= art Time for the punch |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY hh:mm=E2=80=9D |
5 |
EndDate |
DateTime |
End Date and End = Time for the punch |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY hh:mm=E2=80=9D |
6 |
DiagnosticCode |
String |
Diagnostic Code f= or the Punch |
Optional |
Min Length: 2 =Max Length: 20 |
7 |
PayRate |
Integer |
Rate Id of Pay Ra= te associated with Employee Service Account |
Blank unless Cond= itional - Required if AllowOverlappingPayRates=3D Yes and Date of service has Multiple Rates (No Pr= imary Pay Rate exists for Date of Service) |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Employee Service Mileage Account |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
Entry Amount in m= iles |
Yes |
The Difference be= tween value of End Odometer reading and Start Odometer reading |
3 |
EntryReference |
String |
The third-party r= eference for the Entry |
Optional |
Min Length =3D 1<= /p> Max Length: 250 |
4 |
StartOdometer = |
Decimal |
Start Odometer Re= ading |
Yes |
Allows decimal va= lues up to two digits |
5 |
EndOdometer = td> | Decimal |
End Odometer Read= ing |
Yes |
Allows decimal va= lues up to two digits |
6 |
ServiceDate = td> | DateTime |
Service Date the = mileage occurred |
Yes |
Format: MM/DD/YYY= Y |
7 |
PayRate |
Integer |
Rate Id of Pay Ra= te associated with Employee Service Account |
Blank unless Cond= itional - Required if AllowOverlappingPayRates=3D Yes and Date of service has Multiple Rates | Must use existing= Id in DCI |
8 |
ReasonCodeId <= /td> | Integer |
Unique Identifier= for Reason Code |
Optional |
Must be an existi= ng Id of Reason Code in DCI |
9 |
ReasonCodeText |
String |
Text added corres= ponding to the reason code |
Conditional -(If = RequireFreeTextNote =3D Yes, it is mandatory for user to add Reason Code Te= xt otherwise can be left blank) |
Note: Min Length = =3D 4 characters |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Client Service Account for the program |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
Enter 0 |
Yes |
Enter 0 =E2=80=93= system calculates based on program settings |
3 |
EntryReference |
String |
The third-party r= eference for the Entry |
Optional |
Min Length =3D 1<= /p> Max Length =3D 250 |
4 |
StartDate |
DateTime |
Start Date and Ti= me for the Absence |
Yes |
Format: MM/DD/YYY= Y hh:mm |
5 |
EndDate |
DateTime |
End Date and Time= for the Absence |
Yes |
Format: MM/DD/YYY= Y hh:mm |
6 |
Reason |
String |
Reason for the Ab= sence |
Yes |
Must use existing= Id in DCI (Unique Reason Id) |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Employer Service Account |
Yes |
This should be ex= isting Employee Service Account Id |
2 |
Date |
Date |
Date for which th= e Amount is to be added |
Yes |
Acceptable Format= : MM/DD/YYYY |
3 |
Amount |
Integer |
Amount to be adde= d =E2=80=98or=E2=80=99 subtracted in the Authorization for Accrued Time Ent= ry Off |
Yes |
FYI: =E2=97=8F Amount value should be allow= ed to be either positive or negative. =E2=97=8F &nbs= p; Positive value will have the effect of increasing the Accrue= d Time Off balance for the account, whereas the Negative value will decreas= e it. |
4 |
ReasonId |
Integer |
Reason specified = for the Adjustment |
Yes |
Item Id of Author= ization Balance Adjustment Reason |
5 |
Description = td> | String |
Description added= by the User |
Optional |
Max Length =3D No= t Defined |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Unique Id of Punc= h |
Yes |
Punch Id that nee= ds to be voided |
2 |
Note |
String |
Note to be linked= with Entry |
Optional |
Max Length =3D No= t Defined |
3 |
ReasonCodeId <= /td> | Integer |
Unique identifier= for Reason Code |
Conditional Requi= red - if any active reason codes exist for the funding source associated wi= th the punch entry |
Unique Id of Reas= on Codes |
4 |
ReasonCodeText |
String |
Text added corres= ponding to the reason code |
Conditional Requi= red |
If RequireFreeTex= tNote =3D Yes, it is mandatory for user to add Reason Code Text
Note: Min Length =3D 4 characters |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
EntryId |
Integer |
Unique identifier= for the Punch Entry |
Yes |
Must use existing= Id in DCI |
2 |
CannedStatementId= |
Integer |
Unique identifier= for the Canned Statement |
Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Vendor Service Account |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
Amount is the dai= ly amount of the service entered by the user |
Yes |
Max Length =3D 10= Amount should be greater than 0.00 |
3 |
EntryReference |
String |
The third-party r= eference for the Entry |
Optional |
Min Length =3D 1<= /p> Max Length =3D 20 |
4 |
ServiceDate = td> | DateTime |
The Service Date = for the Punch |
Yes |
Should be in form= at =E2=80=9CMM/DD/YYYY=E2=80=9D |
5 |
InvoiceNumber = |
String |
Invoice Number |
Yes |
Alpha-numeric =Min Length: 1 Max Length: 100 |
6 |
CannedStatementId= |
Integer |
The unique id of = the Canned Statement |
No |
Should be an exis= ting id |
7 |
VendorPaymentRefe= renceField1 |
Varchar |
Third party refer= ence field |
No |
Min Length =3D 2<= /p> Max Length =3D 50 |
8 |
VendorPaymentRefe= renceField2 |
Varchar |
Third party refer= ence field |
No |
Min Length =3D 2<= /p> Max Length =3D 50 |
9 |
VendorPaymentRefe= renceField3 |
Varchar |
Third party refer= ence field |
No |
Min Length =3D 2<= /p> Max Length =3D 50 |
10 |
VendorPaymentRefe= renceField4 |
Varchar |
Third party refer= ence field |
No |
Min Length =3D 2<= /p> Max Length =3D 50 |
11 |
VendorPaymentRefe= renceField5 |
Varchar |
Third party refer= ence field |
No |
Min Length =3D 2<= /p> Max Length =3D 50 |
12 |
Notes |
String |
Free Text Note th= at=E2=80=99s to be linked with the Entry |
Optional |
Min Length =3D 1<= /p> Max Length =3D 200 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
The unique identi= fier for the employee service account |
Yes |
Must use existing= Id in DCI |
2 |
Amount |
Decimal |
The entry amount<= /p> |
Yes |
Difference betwee= n StartDateTime and EndDateTime |
3 |
EntryReference |
String <= /td> | The third-party r= eference for the entry |
Optional |
Max Length: 250= p> |
4 |
StartDate |
DateTime |
The start date an= d time for the punch |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY hh:mm=E2=80=9D |
5 |
EndDate |
DateTime |
The end date and = time for the punch |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY hh:mm=E2=80=9D |
6 |
StartDateToken |
Integer = |
The 6 digit= code produced by the FOB at the start of the shift. |
Yes |
Must be 6 d= igits |
7 |
EndDateToken <= /td> | Integer = |
The 6 digit= code produced by the FOB at the end of the shift. |
Yes |
Must be 6 d= igits |
8 |
DiagnosticCode |
String |
The diagnosis cod= e for the punch (not used for attendance entries) |
Optional |
Min Length: 2 |
9 |
Notes |
String |
Free Text Note th= at=E2=80=99s to be linked with the Entry |
Optional |
Max Length =3D 20= 0 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
Unique identifier= for the Employer Service Account |
Yes |
Should be an exis= ting Id of Employer Service Account |
2 |
Amount |
Decimal |
Entry Amount <= /td> | Yes |
Amount here refer= s to the Daily Amount of the Service entered by the user |
3 |
EntryReference |
String |
The third-party r= eference for the Entry |
Optional |
Min Length =3D 1<= /p> Max Length =3D 20 |
4 |
ServiceDate = td> | Date |
Service Date for = the Punch |
Yes |
Valid Format: MM/= DD/YYYY |
5 |
AssignedPayCode= p> |
Varchar |
The column will s= tore the value that is selected by the user while adding Reimbursement Entr= y |
No |
Must use existing= ID in DCi |
6 |
Notes |
String |
Free Text Note th= at=E2=80=99s to be linked with the Entry |
Optional |
Min Length =3D 1<= /p> Max Length =3D 200 |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
RequirementName= p> |
String |
Name of the Requi= rement |
Yes |
Min Length: 2 =Max Length: 50 |
2 |
TargetProfileType= |
Integer |
Type of Target Pr= ofile (Employee, Client) |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
3 |
RequirementDescri= ption |
String |
Requirement Descr= iption |
Yes |
Min Length: 2 =Max Length: 250 |
4 |
NonRecurringRequi= rement |
Boolean |
Requirement is Re= curring or Non Recurring |
Yes |
0 - False 1= - True |
5 |
ValidDurationMont= hs |
Integer |
Valid Duration Mo= nths |
Conditional - =Required if NonRecurringRequirement =3D False |
Max Value =3D 65<= /p> |
6 |
ExpirationReminde= rDays |
Integer |
Expiration Remind= er Days |
Conditional - Req= uired only if NonRecurringRequirement =3D False |
Not greater than = valid duration Month*30 |
7 |
ExpirationReminde= rFrequency |
Integer |
Expiration Remind= er Days |
Conditional - Req= uired if NonRecurringRequirement =3D False |
Not greater than = Expiration Reminder Days |
8 |
Status |
Integer |
Status |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
9 |
CourseReference= p> |
nvarchar |
Third party refer= ence for the courses required for the certification |
Optional |
Third party refer= ence for the courses required for the certification |
10 |
CustomDuration |
Bit |
The field specifi= ed whether custom duration required for the certification or not |
Optional |
The field specifi= ed whether custom duration required for the certification or not |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
TemplateName <= /td> | String |
Name of the Templ= ate |
Yes |
Min Length: 2 =Max Length: 50 |
2 |
TemplateDescripti= on |
String |
Template Descript= ion |
Yes |
Min Length: 2 =Max Length: 250 |
3 |
Status |
Integer |
Status |
Yes |
1 - Active = 2 - Inactive |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
TemplateId | Integer |
Unique identifier= for the Certification Template |
Yes |
Must use existing= Id in DCI |
2 |
RequirementId = |
Integer |
Unique identifier= for the Certification Requirement |
Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
CostCenterId <= /td> | Integer |
The unique identi= fier for the Cost Center |
Yes |
Must use existing= Id in DCI |
2 |
TemplateId | Integer |
The unique identi= fier for the Certification Template |
Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ServiceCodeId = |
Integer |
The unique identi= fier for the Service Code |
Yes |
Must use existing= Id in DCI |
2 |
TemplateId | Integer |
The unique identi= fier for the Certification Template |
Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
AccountId |
Integer |
The unique identi= fier for the Accounts (Client Funding, Master Program) |
Yes |
Must use existing= Id in DCI |
2 |
TemplateId | Integer |
The unique identi= fier for the Certification Template |
Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
The unique identi= fier for the Profiles (Employee, Client) |
Yes |
Must use existing= Id in DCI |
2 |
TemplateId | Integer |
The unique identi= fier for the Certification Template |
Yes |
Must use existing= Id in DCI |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Unique identifier= for the Employee Profile |
Yes |
Must use existing= Id in DCI |
2 |
RequirementId = |
Integer |
Unique identifier= for the Certification Requirement |
Yes |
Must use existing= Id in DCI |
3 |
CertificationDate= |
Date |
Date Certificatio= n becomes effective |
Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D |
4. |
CertificationExpi= rationDate |
Date |
Date Certificatio= n becomes expired |
Optional |
Format: MM/DD/YYY= Y |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Valid Profile Id<= /p> |
Yes |
Must use existing= Id in DCI |
2 |
FOBSerialNumber= p> |
String |
Valid Serial Numb= er of FOB device |
Yes |
Serial Number pri= nted on the FOB Device |
3 |
OTPTokenEVVLocati= onID |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ProfileId |
Integer |
Valid Profile Id<= /p> |
Yes |
Must use existing= Id in DCI |
2 |
EVVLocationName= p> |
String |
Name of EVV= Location |
Yes |
Min Length: 2 =Max Length: 50 |
3 |
EVVLocationType= p> |
Integer |
EVV Location Type= |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
4 |
AddressLine1 <= /td> | String |
Address Li= ne 1 |
Conditional - =(If EVV Location Type =3D Public Space this field can be left blank) = |
Min Length: 2 =Max Length: 150 |
5 |
City |
String |
City =
|
Conditional - =(If EVV Location Type =3D Public Space this field can be left blank) = |
Min Length: 2 =Max Length: 20 |
6 |
State |
String |
State
|
Conditional - =(If EVV Location Type =3D Public Space this field can be left blank) = |
The state's two l= etter abbreviation (i.e., AZ) |
7 |
ZipCode |
String |
Postal Code |
Conditional - =(If EVV Location Type =3D Public Space this field can be left blank) = |
Length =3D 5 nume= rals |
8 |
BeginDate |
Date |
Begin Date (Start= Date of EVV Location) |
Required |
Valid Date Format= : MM/DD/YYYY |
9 |
IsPrimary |
Boolean |
Is Primary | Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
10 |
PhoneNumber = td> | Bit |
Phone number <= /td> | Optional |
Phone number <= /td> |
11 |
PhoneVerified = |
Bit |
Phone number is v= erified or not |
Optional |
Accepts only two = values 0 or 1 1 =3D Phone number is verified 0 =3D P= hone number is not verified |
12 |
PhoneType |
Integer |
Type of Phone = |
Optional |
Accepts integer v= alue |
13 |
PhoneCarrier <= /td> | Integer |
Phone Carrier = |
Optional |
Accepts Integer v= alue |
14 |
Country |
String |
3 Letter Country = Code |
Conditional - =(If EVV Location Type =3D Public Space this field can be left blank) = |
Should be USA = |
15 |
Status |
Integer |
Status |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ItemType |
Integer |
Valid Item Type I= d |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
2 |
UnitItemId | Integer |
Valid Profi= le Id |
Yes |
Must use existing= Id in DCI |
3 |
NoteType |
Integer |
Integer value for= the Note Type |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
4 |
NoteSubType = td> | Integer |
Integer value for= the Note Sub Type |
Conditional -Requ= ired only if Note =3D NoteSubType otherwise this field can be left blank |
Any Note Sub Type= Id |
5 |
NoteSubject = td> | Text |
Text for the Note= Subject |
Yes |
Can add note text= here |
6 |
IsBase64 |
Boolean |
Accepts value 0 o= r 1 |
Yes |
0 - False, will b= e treated as plain-text 1 - True, will be treated as Base64-encoded R= TF |
7 |
NoteBody |
Base 64 encoded D= ata |
Base 64 encoded D= ata |
Yes |
Base 64 encoded D= ata can be passed in the Import File |
8 |
NoteAddedBy = td> | Integer |
Integer |
Optional |
Profile Id |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
CustomFieldID = |
Integer |
Valid Custom Fiel= d Id |
Yes |
Must use existing= Id in DCI |
2 |
TargetItemID <= /td> | Integer |
Valid Profi= le / Entry Id |
Yes |
Existing Id of an= y Entry / Profile (such as: Client, Employee etc.) with which the Custom Fi= eld needs to be associated |
3 |
Value |
Integer Str=
ing |
Any value either = as Integer, String, Date and List based on Input Type of Custom Field = td> | Conditional =E2= =80=93 Required if Custom Field is Required and else, it will be Optional)<= /p> |
Accepts Integer, = String, Date and List Values on the basis of Input Type selection of the fi= eld: CustomfieldId mentioned above |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
ClientProfileId= p> |
Integer |
Profile Id of Cli= ent |
Yes |
Must use existing= Id in DCI |
2 |
CodeType |
Integer |
Diagnosis Code Ty= pe |
Yes |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
3 |
DiagnosisCode = |
String |
Diagnosis Code |
Conditional -Requ= ired only for ICD-10, otherwise the field can be left blank |
Min Length: 2 =Max Length: 50 Accepts alpha-numeric values and (.) and= (-) hyphen characters are allowed. Do not use commas. |
4 |
Axis |
Integer |
Axis |
Conditional =E2= =80=93 Required only for the case of DSM-IV, otherwise the field can be lef= t blank |
See =E2=80=9CAdmi= n Guide: Static Data Reference File for Imports=E2=80=9D in the Help Center= |
5 |
Description = td> | String |
Description = td> | Required except f= or ICD-10 |
Min Length: 5 =Max Length: 2500 Applies to all Code Types except ICD-1= 0 |
6 |
DiagnosisDate = |
DateTime |
The Diagnosis Dat= e i.e., the Date when the Diagnosis for the Client needs to be added | Yes |
Must be in format= =E2=80=9CMM/DD/YYYY=E2=80=9D Cannot be a future date <= /td> |
7 |
Status |
Integer |
Diagnosis Status<= /p> |
Optional |
1 - Active = 2 - Inactive Blank - defaults to 1 if left blank |
8 |
Primary |
Integer |
Indicates primary= diagnosis for the client |
Yes |
0 =E2=80=93 No 1 =E2=80=93 Yes Blank =E2=80=93 defaults to 0 if left blank *Will not override a current primary diagnosis |
Field #= strong> |
Field |
Type |
Descripti= on |
Required<= /strong> |
Comments<= /strong> |
1 |
DiagnosisCodeId= p> |
Integer |
Unique identifier= for each Diagnosis Code |
Yes |
Diagnosis Code Id= of ICD-10 Diagnosis Codes added in the system. Found in S= ettings tab under Diagnosis Codes |
2 |
Status |
Integer |
It will update th= e Status of Diagnosis Code under Settings tab |
Yes |
1 - Active = 2 - Inactive |