Import file format for WFM employees

The import file for new employees must follow the described format. Some values are mandatory, but most of them are optional.

Default values can be defined for the parameters Site and Team, Contract, Contract schedule and Part-time percentage. If default values are defined, they are used if no value is defined in the import file. See Set default values for the WFM employee import for more information.

The file should be an Excel file with the .xlsx format.

IMPORTANT A user's email addresses must be valid and configured on the customer SMTP prior to adding a new user to Calabrio ONE or updating an existing user's email address in Calabrio ONE. Otherwise, Calabrio ONE cannot send emails to the user's email address. This message is only applicable to organizations that have configured users to receive activation and welcome emails to set their passwords.

People import file columns

First name (mandatory)
Last name (mandatory)
Start date (mandatory). Use date format YYYY-MM-DD.
Site (optional if a default value is defined). If not defined in the file, the default value is used.
Team (optional if a default value is defined). If not defined in the file, the default value is used.
Contract (optional if a default value is defined). If not defined in the file, the default value is used.
Contract schedule (optional if a default value is defined). If not defined in the file, the default value is used.
Part-time percentage (optional if a default value is defined). If not defined in the file, the default value is used.
Employment number (optional). Must be unique, otherwise the row will give an error.
Email address (optional). Must be unique, otherwise the row will give an error.
Application logon name (optional). Must be unique, otherwise the row will give an error.
Identity logon (optional). Must be unique, otherwise the row will give an error.
Roles (optional). Only one role can be assigned in the import.
Workflow control set (optional).
Shift bag (optional). Set on the person period that is created with the given start date.
Budget group (optional). Set on the person period that is created with the given start date
Time zone (optional if a default value is defined). If not defined in the file, the default value is used. The time zone is from the IANA database.