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Field # | Field | Type | Description | Required | Comments |
1 | FundingSourceId | Integer | Unique identifier for the Funding Source Profile | Yes | Must use existing Id in DCI |
2 | AccountType | Integer | Account Type for the Service Code | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
3 | ServiceCodeName | String | Name of the Service Code | Yes | Min Length: 1 Max Length: 200 |
4 | FundingType | Integer | (FI Mode Only) Type of Funding Account | Required for Fiscal Intermediary Mode | 1 - Units 2 - Dollar |
5 | BillCode | String | Funding Source Code for Billing | Yes | Min Length: 2 Max Length: 20 |
6 | Billable | Boolean | Service Code Entries will be Billable | Yes | 0 - False 1 - True |
7 | BillingUnit | Integer | The type of Billing Units (Hourly, Daily, etc.) | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
8 | BillingMultiplier | Integer | Billing Multiplier | Conditional - Required if BillingUnit = Hourly | Should be 1, 2 or 3 (Refer to ImportProfile Static Data File) |
9 | DefaultBillingModifier | String | The default Billing Modifier | Optional | Min Length: 1 Max Length: 50 |
10 | RoundingIncrement | Integer | Rounding Increment | Conditional - Required if Billable = Yes & Billing Unit = Hourly | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
11 | RoundingType | Integer | Type of Rounding applied to Punch Entries | Conditional - Required if RoundingIncrement = 25 / 50 / 100 | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
12 | BillingRollupType | Integer | Billing Rollup Types | Conditional - Required if Billable field = Yes | Should be 1, 2 or 3, 4 (Refer to ImportProfile Static Data File) |
13 | PayBackRebill | Boolean | Pay Back Rebill and it should be 0/ 1
| Conditional - Required if Funding Type = Dollar & Account Type = Hourly & Billing Unit = Dollar | 0 - False 1 - True
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14 | DefaultPayRate | Decimal | The default Rate for Employee Pay per Unit | Conditional - Required if Account Type = Hourly or Client Transportation & Payable = Yes | Should be less than 999.99 |
15 | HasMaxPayRate | Boolean | Pay Rate Max Limit and it should be 0/ 1 | Conditional - Required if Account Type = Hourly OR Account Type = Client Transportation | 0 - False 1 - True |
16 | MaxPayRate | Decimal | Max Pay Rate allowed for Employee Service Account | Conditional - Required if Account Type = Hourly or Account OR ype = Client Transportation & HasMaxPayRate = Yes | Must include 2 digits following the decimal (X.XX)
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17 | HideRemainingBalance | Boolean | Hide Remaining Balance and it should be 0/ 1
| Conditional - Required if Account Type = Hourly OR Account Type = Client Transportation | 0 - False 1 - True |
18 | AllowDiagnosisCode | Boolean | Diagnostic Code is allowed or is not allowed | Conditional - Required if Account Type = Hourly | 0 - False (won’t display the Diagnostic Code field when creating the Punch) 1 - True (will display the Diagnostic Code field when creating the Punch) |
19 | AllowReimbursements | 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 enabled for the environment. Remove otherwise.)
| Conditional - Required if Account Type = Hourly & Funding Type = Dollar | 0 - False 1 - True |
20 | AllowVendorPayments | 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 enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly or Account Type = Vendor & Funding Type = Dollar | 0 - False 1 - True |
21 | 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 enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly & Funding Type = Dollar | 0 - False 1 - True |
22 | AllowAccruedTimePayments | Boolean | (Instance Level Setting Only) Allow Accrued Time Payments and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly & | 0 - False 1 - True |
23 | AccruedTimePayCode | Integer | (Instance Level Setting Only) Accrued Time Pay Code (This row should only be present if dollars-based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly & AllowAccruedTimePayments = Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
24 | EVVRequired | Boolean | EVV Required/Not Required | Conditional -Required when account type = hourly or client transportation | 0 - False 1 - True Defaults to 0 |
25 | Require EVV Locations | Boolean | Require EVV Locations/Not Require | Conditional - Required if Account Type = Hourly – all other account types column should be left blank | 0 - False 1 - True |
25 | Description | String | Description | Optional | Min Length: 1 Max Length: 200 |
26 | ServiceCodeReference1 | String | Service Code Reference 1 for additional Data | Optional | Min Length: 1 Max Length: 250 |
27 | ServiceCodeReference2 | String | Service Code Reference 2 for additional Data | Optional | Min Length: 1 Max Length: 250 |
28 | ServiceCodeReference3 | String | Service Code Reference 3 for additional Data | Optional | Min Length: 1 Max Length: 250 |
29 | DefaultCPTCode | Alphanumeric | CPT Code | Optional | Length: 5 characters Enter either CPT or HCPCS |
30 | DefaultHCPCSCode | Alphanumeric | HCPCS Code | Optional | Length: 5 characters Enter either CPT or HCPCS |
31 | CertificationTemplateId | Integer | The unique identifier for the Certification Template | Optional | Must use existing Id in DCI |
32 | EVVAggregationRequired | Bit | Checks whether EVV Aggregation is required or not corresponding to the Service Code | Allows value either 0 or 1. Enumeration: 0 - EVV Aggregation is not required corresponding to the Service Code 1 - EVV Aggregation is required corresponding to the Service Code | |
33 | IsTravelTime | Bit | Travel Time is allowed or not with respect to Service Code | Optional (By Default value is set to “0”) | Allows value either 0 or 1. Enumeration: 0 - Travel Time Entry is not considered with respect to the Service Code 1 - Travel Time Entry is considered with respect to the Service Code |
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Field # | Field | Type | Description | Required | Comments |
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 letter abbreviation (i.e., AZ) |
8 | PostalCode | String | Postal Code | Yes | Length = 5 numerals |
9 | CountryCode | String | 3 Letter Country Code | Yes | Should be USA |
10 | Phone | String | Phone Number | Yes | 10-digit phone number; exclude dashes and parentheses |
11 | AltPhone | String | Alternate Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
12 | MobilePhone | String | Mobile Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses |
13 | String | Email Address | Yes | Email format: test@dcisoftware.com | |
14 | TimeZone | String | Time Zone | Yes | Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center |
15 | CostCenterId | 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 login *Activation email is not automatically sent to employee after import | Yes | Min Length: 6 characters Max Length: 50 characters |
18 | Password | String | Password for login *Requires employee to change password on first log in after import | Yes | Min Length: 10 characters Max Length: 32 characters Must be at least 10 characters, Must contain 1 uppercase letter, lowercase letters, numbers and special characters |
19 | ProfileReference | String | Third-party reference number for the Profile | Optional | Min Length: 1 Max Length: 200 |
20 | EmployeeType | Integer | Employee Type | Yes | See “Import Profile Static Data File” |
21 | EmployeeNumber | String | Third-party Employee Number | Yes | Min Length: 2 Max Length: 20 |
22 | SSN | String | Social Security Number *Must be cleartext (not encrypted) | Conditional The field will be Optional when Retain SSN is set to No in instance level setting. If Retain SSN is set to Yes then SSN becomes mandatory. | Min and Max Length: 9 (Numerals) SSN will be conditionally optional when Employee Type is Contractor (5) |
23 | ProfessionalID1 | String | Third-party Professional Identifier 1 | Optional | Min Length: 2 Max Length: 20 |
24 | ProfessionalID2 | String | Third-party Professional Identifier 2 | Optional | Min Length: 2 Max Length: 20 |
25 | PayrollId | String | Third-party Payroll Identifier | Optional | Min Length: 2 Max Length: 20 |
26 | WeeklyHours | Decimal | Weekly Hours available to Work | Yes | Min Length: 2 Max Length: 20 |
27 | HolidayScheduleId | Integer | Holiday Schedule Identifier | Yes | Unique existing Id for a particular Holiday Schedule |
28 | TemplateId | Integer | Certification Template Id | Optional | Must use existing Id in DCI |
29 | DomesticWorker | Boolean | Domestic Worker | Yes | 0 - No 1 - Yes |
30 | OneDayRestIn7Exemption | Boolean | OneDayRestIn7Exemption | Conditional -Required if DomesticWorker = Yes | 0 - No 1 - Yes |
31 | PreferredDayOfRest | Integer | Preferred Day Of Rest | Conditional - Required if OneDayRestIn7Exemption = 1 | Day Integer Sunday 0 Monday 1 Tuesday 2 Wednesday 3 Thursday 4 Friday 5 Saturday 6See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
32 | RetainSSN | Bit | Checks whether the SSN needs to be stored in Encrypted SSN or not. | Yes | Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes |
33 | HireDate | DateTime | Hire Date of Employee | No | Should be in format “MM/DD/YYYY” |
34 | Pin | nvarchar | Login Pin of the Employee | Yes | Min Length: 4 Max Length: 4 |
35 | ProfileStatus | Integer | Status of the Employee *Imported employee profile status is set to Active | Yes | Must be a valid Status: ● 1 - Active ● 2 - Inactive |
36 | PreferredLanguage | nVarchar | Preferred language for an Employee | Yes | Must be a valid value: ● en - English ● es - Spanish ● vi - Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali |
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