Page History

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Field #	Field	Type	Description	Required	Comments
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 letter abbreviation (i.e., AZ)
6	PostalCode	String	Postal Code	Yes	Length = 5 numerals
7	CountryCode	String	3 Letter Country Code	Yes	Should be USA
8	FundingSourceType	Int	Type of Funding Source (1, 2, 3)	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	ProviderId	String	Provider Id for Funding Source	Optional	Must use existing Id in DCI
12	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
13	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
14	CostCenterId	Integer	Unique Cost Center Id	Yes	Use existing Id in DCI
15	SleepShiftStart	Time	Sleep shift Start Time	Optional	Format: hh:mm
16	SleepShiftEnd	Time	Sleep shift End Time	Optional	Format: hh:mm
17	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
18	EnableEDI	Bit	EDI is enabled or not	Yes	Enumeration: ● 0 - No ● 1 - Yes *This column is contingent on the instance-level setting.
19	EnableEDITransmission	Bit	EDI Transmission is enabled or not	Conditional - If (EnableEDI = Yes), the EnableEDITransmission is mandatory field, otherwise the field can be left blank	Enumeration: ● 0 - No ● 1 - Yes *This column is contingent on the instance-level setting.
20	EDISenderID	Integer	EDI Sender ID	Conditional - If (EnableEDI = Yes), the EDISenderID is mandatory field, otherwise the field can be left blank	Min Length: 1 Max Length: 200 *This column is contingent on the instance-level setting.
21	EDIReceiverID	Integer	EDI Receiver ID	Conditional - If (EnableEDI = 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	ExcludeFromAutoApproval	Bit	The field will define whether the Funding source entries be excluded from the Auto Approval scheduler	Yes	Enumeration: ● 0 - No ● 1 - Yes
23	AllowOfflineMobileApp	Bit	This field will define whether an employee is allowed to use the application in offline mode or not.	Yes	Enumeration: ● 0 - No ● 1 - Yes
24	RequireReasonCodeForManualEntries	Bit	The field will define whether the Reason Code will be required for Manual entries or not	Yes	Enumeration: ● 0 - No ● 1 - Yes
25	AllowSignatureEVVVerification	Bit	This field Checks whether Signature verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Signature Verification method is disabled ● 1 - Signature Verification method is enabled
26	AllowClientPasswordEVVVerification	Bit	This field Checks whether Password verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Password Verification method is disabled ● 1 - Password Verification method is enabled
27	AllowClientPinEVVVerification	Bit	This field Checks whether Pin verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Pin Verification method is disabled ● 1 - Pin Verification method is enabled
28	AllowPictureEVVVerification	Bit	This field Checks whether Picture verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Picture Verification method is disabled ● 1 - Picture Verification method is enabled
29	PerformPictureFacialRecognition	Bit	This field Checks whether Facial Recognition is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Facial recognition is disabled ● 1 - Facial recognition is enabled
30	PictureFacialMinPercentage	Integer	This field the column stores the Min percentage value for facial recognition	Optional	Allows Integer value FYI: Allows integer value from range 0 - 100
31	AllowFOBEVV VerificationAllowFOBEVVVerification	Bit	This field Checks whether FOB Verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - FOB Verification method is disabled ● 1 - FOB Verification method is enabled
32	AllowVoiceRecordingEVVVerification	Bit	This field Checks whether Voice Verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Voice Verification method is disabled ● 1 - Voice Verification method is enabled
33	RequireReasonCodeForLateEntries	Bit	This field Checks whether reason code is required for late entries or not	Optional	Enumeration: ● 0 - Reason Code is not required for late entries ● 1 - Reason Code isrequired for late entries
34	AllowMobilePortalSignOffVerification	Bit	The field will define whether the EVV verification method of Client Sign Off is enabled or not	Optional	Allows 0 or 1 value. 0 = Disables Client Sign off Verification method 1 = Enables Client Sign off Verification method
35	AllowApproveUnverifiedPicture	Bit	The field will define whether unverified pictures can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified Picture 1 = Enables Approve Unverified Picture
36	AllowApproveUnverifiedSignature	Bit	The field will define whether unverified signatures can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified signature 1 = Enables Approve Unverified signature
37	AllowApproveUnverifiedVoiceRecording	Bit	The field will define whether unverified recordings can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified recording 1 = Enables Approve Unverified recording
38	ScheduleCompareLogic	Bit	(Instance Level Setting) Select Default (Visit Start Time is compared to Schedule Start and Visit End Time is compared to Schedule End) or Duration (Visit Duration compared to Schedule Duration)	Yes, if instance level setting is enabled	0 = Default 1 = Duration
39	AllowedDeviation	String	(Instance Level Setting) The number of minutes a visit can deviate from the compared schedule entry and still be considered a match	Required if Duration is selected for Schedule Compare Logic	Min = 1 Max = 20
40	AutoDownwardBillableAmountAdjustment

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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	BillCodeModifier1	String	Bill code modifier	Optional	2 Alpha-numeric characters
7	BillCodeModifier2	String	Bill code modifier	Optional	2 Alpha-numeric characters
8	BillCodeModifier3	String	Bill code modifier	Optional	2 Alpha-numeric characters
9	BillCodeModifier4	String	Bill code modifier	Optional	2 Alpha-numeric characters
10	Billable	Boolean	Service Code Entries will be Billable	Yes	0 - False 1 - True
711	BillingUnit	Integer	The type of Billing Units (Hourly, Daily, etc.)	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
812	BillingMultiplier	Integer	Billing Multiplier	Conditional - Required if BillingUnit = Hourly	Should be 1, 2 or 3 (Refer to ImportProfile Static Data File)
913	DefaultBillingModifier	String	The default Billing Modifier	Optional	Min Length: 1 Max Length: 50
1014	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
1115	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
1216	BillingRollupType	Integer	Billing Rollup Types	Conditional - Required if Billable field = Yes	Should be 1, 2 or 3, 4 (Refer to ImportProfile Static Data File)
1317	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
1418	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
1519	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
1620	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)
1721	ShowRemainingBalance	Boolean	Yes = Show the remaining authorization balance appears in units when an employee creates a punch	Conditional - Required if Account Type = Hourly OR Client Transportation	0 – No 1 – Yes
1822	ShowMonthlyBalance	Boolean	Yes = Displays the remaining monthly balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
1923	ShowWeeklyBalance	Boolean	Yes = Displays the remaining weekly balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
2024	ShowDailyBalance	Boolean	Yes = Displays the remaining daily balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
2125	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)
2226	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
2327	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
2428	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
2529	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 & Funding Type = Unit	0 - False 1 - True
2630	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
2731	EVVRequired	Boolean	EVV Required/Not Required	Conditional -Required when account type = hourly or client transportation	0 - False 1 - True Defaults to 0
2832	RequireEVVLocation	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
2933	Description	String	Description	Optional	Min Length: 1 Max Length: 200
3034	ServiceCodeReference1	String	Service Code Reference 1 for additional Data	Optional	Min Length: 1 Max Length: 250
3135	ServiceCodeReference2	String	Service Code Reference 2 for additional Data	Optional	Min Length: 1 Max Length: 250
3236	ServiceCodeReference3	String	Service Code Reference 3 for additional Data	Optional	Min Length: 1 Max Length: 250
3337	DefaultCPTCode	Alphanumeric	CPT Code	Optional	Length: 5 characters Enter either CPT or HCPCS
3438	DefaultHCPCSCode	Alphanumeric	HCPCS Code	Optional	Length: 5 characters Enter either CPT or HCPCS
3539	CertificationTemplateId	Integer	The unique identifier for the Certification Template	Optional	Must use existing Id in DCI
3640	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
3741	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
3842	RequireCareNotes	Bit	Checks whether Care Notes are required or not corresponding to the hourly Service Code	Conditional – Required for Hourly account type when the Care Management module is enabled. For all other account types the column should be left blank.	Allows value either 0 or 1. Enumeration: 0 – No 1 – Yes

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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	Email	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 6
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 ● ar - Arabic

Client

Field #	Field	Type	Description	Required	Comments
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 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	Cell Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
13	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
14	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
15	CostCenterId	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/YYYY
17	Username	String	Username for login	Optional	Min Length: 6 characters Max Length: 50 characters
18	Password	String	Password for login	Optional	Min Length: 10 characters Max: 32 characters
19	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
20	ClientNumber	Integer	Third-party Client Number	Yes	Min Length: 1 Max Length: 20
21	MedicaidNumber	String	Medicaid Number	Optional	Min Length: 2 Max Length: 20
22	InsuranceNumber	String	Third-party Insurance 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	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 Region Name	Optional	Min Length: 2 Max Length: 25
28	SSN	String	Social Security Number *Must be cleartext (not encrypted)	Optional	Min and Max Length: 9 (Numerals)
29	TemplateId	Integer	Existing Certification 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	EnableCaregiverRatingEmails	Int	Allows clients to rate the caregiver for services they’ve received	Yes	Must be 0 or 1 value Value: ● 0 – No ● 1 - Yes
33	ReceivedDate	Date	Received Date	Optional	Format: MM/DD/YYYY
34	RetainSSN	Bit	Checks SSN needs to store in encrypted form or not	No	Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes
35	Pin	Varchar	Login Pin of the Client	Yes	Min/Max Length: 4
36	ProfileStatus	Integer	Status of the Client Profile *Imported client profile status is set to Active	Yes	Must be a valid Status: ● 1 - Active ● 2 - Inactive
37	PreferredLanguage	Varchar	Preferred language for a Client	Yes	Must be a valid value: ● en - English ● es - Spanish ● vi- Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali ● ar - Arabic

Guardian

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	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 abbreviation of 2 characters i.e., Min Length and Max Length: 2
7	PostalCode	String	Postal Code	Yes	Length = 5 numerals
8	CountryCode	String	3 Letter Country Code	Yes	Should be USA
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	MobilePhone	String	Mobile Number	Optional	10-digit phone number; exclude dashes and parentheses
12	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
13	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
14	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
15	Username	String	Username for Login	Optional	Min Length: 6 characters Max Length: 20 characters
16	Password	String	Password for Login	Optional	Min Length: 10 characters Max Length: 32 characters
17	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200

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Field #	Field	Type	Description	Required	Comments
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 abbreviation of 2 characters i.e., Min Length and Max Length: 2
6	PostalCode	String	Postal Code	Yes	Length = 5 numerals
7	CountryCode	String	3 Letter Country Code	Yes	Should be USA
8	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
12	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
13	ProfileReference	String	Third-party reference number for the Profile	Optional	Max Length: 200
14	EVVRequired	Boolean	EVV Required	Yes	0 - False 1 - True
15	EnableGeofencing	Boolean	Enable Geofencing	Conditional -Required if EVVRequired = 1 True	0 - False 1 - True
16	RequiresMultipleClientPerPunch	Boolean	Requires Multiple Client Per Punch	Yes	0 - False 1 - True
17	MinimumNumberOfAttendees	Integer	Value of the minimum number of Attendees should be defined	Required	The column is selectively mandatory when RequiresMultipleClientPerPunch=1=1

Update Employee Profile

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique profile Id	Yes	Must be the existing employee profile Id
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’s two letter abbreviation (i.e., AZ)
9	PostalCode	String	Postal Code	Yes	Length = 5 numerals
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	Cell Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
13	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
14	TimeZone	String	Time Zone	Yes	See “Imports – Static Data Reference File – Admin Guide” 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	Optional	Min Length: 1 Max Length: 200
18	EmployeeType	Integer	Employee Type	Yes	See “Imports – Static Data Reference File – Admin Guide” in the Help Center: Hourly Non-Exempt: 2 Salary Exempt: 3 Salary Non-Exempt: 4 Contractor: 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 non-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
26	TemplateId	Integer	Certification Template Id	Optional	Must be the existing certification template Id
27	DomesticWorker	Boolean	Domestic Worker	Yes	0 – No 1 - Yes
28	OneDayRestIn7Exemption	Boolean	One Day of Rest in 7 Exemption	Yes	0 – No 1 - Yes
29	PreferredDayOfRest	Integer	Preferred Day Of Rest	Conditional – Required if OneDayRestIn7Exemption = 1 (Yes)	0 – Sunday 1 – Monday 2 – Tuesday 3 – Wednesday 4 – Thursday 5 – Friday 6 - Saturday
30	RetainSSN	Bit	Checks whether the SSN needs to be stored in Encrypted SSN or not	No	0 – 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 – Active 2 - Inactive

Update Employee Profile Element

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Field #	Field	Type	Description	Required	Comments
1	EntryId	Integer	Valid Entry Id	Yes	Must use existing Id in DCI
2	Date	Date	Date for which changes are to be made	Yes	Must be in format “MM/DD/YYYY”
3	Amount	Decimal	Amount value to update i.e., Amount to be updated in the authorization entry	Yes	Must include 2 digits following a decimal (xx.xx)
4	ReasonId	Integer	Reason Id Valid existing Id for the Reason present in Authorization Balance Adjustment Reason	OptionalYes	Must use existing Id in DCI
5	Description	String	Description for Adjustment	Optional	Max Length = Not defined

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Field #	Field	Type	Description	Required	Comments
1	EmployeeEntryId	Integer	Unique Punch Id created through Group Service Employee Entry	Yes	Should be an existing 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	Yes	Difference between StartDateTime and EndDateTime Should be the same as of Employee Entry data
4	EntryRef	String	The third-party reference for the Entry	Optional	Max Length: 250
5	StartDate	DateTime	Start Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm Should be the same as of Employee Entry data
6	EndDate	DateTime	End Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm Should be the same as of Employee Entry data
7	DiagnosticCode	String	Diagnostic Code for the Punch (not used for Attendance Entries)	Optional	Min Length: 2 Max Length: 20

Group Service Entry Reject

Field #	Field	Type	Description	Required	Comments
1	EntryID	Integer	Unique Punch Id created through Group Service Employee Entry	Yes	Id of punch that needs to be rejected
2	Note	String	Note	Optional	Any note to be linked with the entry

Group Service Entry Approval

Field #	Field	Type	Description	Required	Comments
1	EntryID	Integer	Unique Punch Id created through Group Service Employee Entry	Yes	Id of punch that needs to be approved
2	Note	String	Note	Optional	Any note to be linked with the entry

Day Program Entries

Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Employee Service Account Id	Yes	Must use existing Id in DCI
2	Amount	Integer	Amount corresponding to the Entry	Yes	It is the difference between StartDateTime and EndDateTime
3	EntryReference	string	The third-party reference for the Entry	Optional	Max Length: 250
4	StartDate	DateTime	Start Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm
5	EndDate	DateTime	End Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm
6	DiagnosticCode	string	Id of the Diagnostic Code	Optional	Min Length: 2 Max Length: 20
7	PayRate	Integer	Rate Id of Pay Rate associated with Employee Service Account	Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates (No Primary Pay Rate exists for Date of Service)	Must use existing Id in DCI

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Versions Compared

Old Version 49

New Version Current

Key

Client

Guardian

Update Employee Profile

Update Employee Profile Element

Group Service Entry Reject

Group Service Entry Approval

Day Program Entries