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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 | 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 | 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 | String | Email Address | Yes | Email format: | |
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 |
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 | 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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