How To Import HR Actuals

For clients with the Time & Effort Certification module

The HR Actuals list allows Organizational Admin to import, view, and apply personnel expense records. Once applied, HR actuals will be visible to users with access to associated line items, grants, or budget reports.

Organizational Admin can import multiple HR actuals using the HR Actuals Import Template (recommended) or their own Excel file. The HR Actuals Import Template includes the First Name*, Last Name*, Actual Hours, Actual Salary*, and Unique Identifier* fields. Required fields have asterisks (*) next to their names. The staff First Name, Last Name, and Unique Identifier in the import template must exactly match the staff information in Contacts>Staff for the data to import correctly.

  Warning: If the staff First Name, Last Name, and Unique Identifier do not exactly match the information in Contacts>Staff, the data will not import correctly.

1. Open Administration >Actuals>HR Actuals (Personnel).
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select the expenses’ month and year. This will not override the dates in the HR Actuals Import Template.
4. Click Select Files… to select a file from your computer.
5. Click Next.
6. Select the Destination field for each Source column. If you are using the HR Actuals Import Template (recommended), the source and destination fields should match.
7. Click Create.