HR Actuals Import Template

For clients with the Time & Effort Certification Module

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

Use the attached template to import your personnel HR actuals. Required fields are designated with an asterisk (*). Once completed, Organizational Administrators can import to Administration>Actuals>HR Actuals (Personnel).

  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.

How To Import HR Actuals:

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.