Instructions for completing the template:
Expected file format:
- Excel File
- Columns may appear in any order
- First row MUST contain the column names as described below
- All required columns must appear in the file. Other columns are optional.
- Columns are not case sensitive. Description is the same as DESCRIPTION.
- Existing staff are located by Staff Id or SSN
- New staff ACEs are created.
- Existing staff ACEs are never deleted.
- Existing data for that field is untouched if a value is blank or the column is not in the import file.
Details for data in the template:
| Column | Sample Data | Required? | Notes |
| Staff Id | 1000 | YES | Staff Id field or SSN field is required. |
| SSN | 123-45-6789 | YES | Staff Id field or SSN field is required, Must be in the format '###-##-####'. |
| Last Name | Doe | No | |
| First Name | John | No | |
| ACE Code | AC | YES | Additional Contractual Earning Code is a required field and must exist on the Personnel->Setup->ACE screen. |
| Amount | 4,565.00 | YES | Amount is a required field. Must be in the format '#,###.00'. |
| Comment | This is a comment | No | Enter the Text of the comment. The imported note WILL NOT honor carriage-returns, tab, or other spacing. |
| Start Date | 10/1/2024 | No | Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'. |
| End Date | 6/30/2025 | No | Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'. |
| Can Rollover | Y | No | Options are 'Y' (Yes), 'N' (No), or blank (No). |
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