Field #

Field

Type

Description

Required

Comments

1

ProfileId

Integer

Unique identifier for the Employee Profile

Yes

Must use existing Id in DCI

2

ParentAccountId

Integer

Unique identifier for the Client Funding Account ‘or’ the Master Program Account (Day, Residential, etc.) to be associated with the Employee Service Account

Yes

Should be an existing Id of Client Funding Account for hourly and client transportation or Master Program Account  for programs

3

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Should be an existing Id of Cost Center

4

AccountReference

String

The third-party reference for the Account

Optional

Min Length: 2

Max Length: 150

5

Rate

Decimal

Rate for the Account

Yes

Should be less than 999.99

6

AccountCodeRef

String

Third-party Code for the Account

Optional

Min Length: 2

Max Length: 255

7

MinEntryAmount

Decimal

Minimum Entry Amount

Optional

Should be less than 999.99

8

MaxEntryAmount

Decimal

Maximum Entry Amount

Optional

Should be less than 999.99

9

AccountType

Integer

The Type of Account

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

10

StartDate

Date

Start Date of Employee Service Account

Optional

Format: MM/DD/YYYY

11

EndDate

Date

End Date of Employee Service account

Optional

Format: MM/DD/YYYY

12

EvvFrequencyInterval

Integer

EVV Frequency Interval

Conditional:

Required if EVVFrequencyType = ClockIn, out and Define Intervals during shift

Value should be between 1 and 240

13

EvvFrequencyType

Integer

EVV Frequency Type

Conditional

The field is mandatory if EVV Required is “Yes” in Service Code, otherwise the field can be left blank

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

 This will be used only for Hourly Account Type

14

PTOIncrement

Decimal

Increment in which entries for PTO service accounts should be created (e.g. “8” would mean one PTO entry = 8 hours)

No

Value should be between 0.25 and 23.98 and only for PTO Account Type

15

AllowsOverlappingRates

Boolean

The field checks whether the user is allowed to create multiple Pay Rates for a Date of Service 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 Guide.

17

BurdenMultiplier

Decimal

Burden Multiplier (FI Mode Only)

Decimal

Burden Multiplier

Yes

FI Mode Only. This column should only be present when dollars-based authorizations are enabled.

18

RelationshipType

Integer

Type of the Relationship

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

19

EmployeeNumber

String

Employee Number (FI Mode Only)String

Employee Number

No

FI Mode Only

Min length: 2

Max length: 20

 Number should be alpha-numeric.

20

Payability

Boolean

Payability and it will be either 1 or 5

Conditional -

Required if Account Type = Mileage

1 - Non Payable

5 - Payable

21

EVVExempt

Bit

This field Checks whether EVV Exempt is enabled/ disabled in service account

Optional

Allows value either 0 or 1.

●       0= EVV Exempt is disabled

●       1 = EVV Exempt is enabled

22

DisplayAuthWidget

Boolean

Enabling will display the authorizations widget on the employees dashboard, available for hourly and client transportation

Conditional -Required if Account Type = Hourly, Client Transportation

Enable Display Auth Widget

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes