Personnel Data Import - December 2021 :

Versions Supported

AC v4.31

Templates Supported

Template_Personnel_2021_December.xlsx

Column and Title	Description
A. SSN	Required Must be Unique Format: ###-##-####
B. First Name	Required Note: Do not use this field for nicknames. Put nicknames in column I, Nickname
C. Last Name	Required No specific formatting required.
D. Facility Code	Required No specific formatting required. The facility code must exist in the Facility Management module prior to importing this template. Facilities can be imported via the Facility Information template, or entered manually.
E. Login ID	Required Text field with a maximum length of 384 characters This field is used as the "Username" for personnel who will be needing an account to log in into Access Commander (as well as ViSi/Portal Commander Standard, if applicable). If you are planning to switch to Single Sign On (SSO) at any time, it is recommended to set this to match your SSO Username.
F. Middle Name Initial	Optional Either the Middle Initial or full Middle Name may be entered
G. Suffix	Optional PROFILE - Suffix (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a suffix to the profile, or modify the Description of an existing suffix, the Description must match what you enter in this cell If left blank, defaults to the "blank" option Default Profile Descriptions: [blank], III, Jr., PhD, Sr..
H. Prefix	Optional PROFILE - Prefix (Personnel Management Profile Subgroup < Personnel Security Profile Group) If you add a prefix to the profile, or modify the Description of an existing prefix, the Description must match what you enter in this cell. If left blank, defaults to the "blank" option Default Profile Descriptions: [blank], Dr., Gen., Miss, Mr., Mrs., Ms.
I. Nickname	Optional No specific formatting required
J. Employee Number	Optional Text Field with a maximum length of 25 characters
K. E-Mail	Required Must be Unique Text Field with a maximum length of 384 characters Format: must be in e-mail format, including the @ sign (e.g., xxxxx@xxxxx.xxxx). Note: If not known, can enter a dummy email (e.g., abc001@email.com, abc002@email.com).
l. Status	Required PROFILE - Status (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a status to the profile, or modify the Description of an existing status, the Description must match what you enter in this cell Default Profile Descriptions: Active, InActive
M. Type	Required PROFILE - Type (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add an employee type to the profile, or modify the Description of an existing employee type, the Description must match what you enter in this cell Default Profile Descriptions: Consultant, Employee, Intern, Other, Partime, Sub Contractor, Temporary
N. Citizenship	Required PROFILE - Citizenship Description (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a citizenship description to the profile, or modify the description of an existing citizenship Description, the Description must match what you enter in this cell Default Profile Descriptions: Foreign Person, Not Indicated, Permanent Resident, US Citizen
O. Phone	Optional No specific formatting required
P. Extension	Optional No specific formatting required
Q. Cell Phone	Optional No specific formatting required
R. Cell Phone Carrier	Optional PROFILE - Cell Phone Carrier (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a cell phone carrier to the profile, or modify the Description of an existing cell phone carrier, the Description must match what you enter in this cell If left blank, defaults to Unknown Default Profile Descriptions: Sprint, T-Mobile, Unknown, Verizon Wireless
S. Fax	Optional No specific formatting required
T. Hired Date	Optional Format: YYYY-MM-DD
U. File Sign Date	Optional Format: YYYY-MM-DD
V. Start Date	Optional Format: YYYY-MM-DD
W. Consult. Agreement Expiring On	Optional Format: YYYY-MM-DD
X. Termination Date	Optional Format: YYYY-MM-DD
Y. Termination Letter	Optional Allowed values are 1 (for Yes) or 0 (for No) If left blank, defaults to No
Z. Key Management Personnel	Optional Allowed values are 1 (for Yes) or 0 (for No) If left blank, defaults to No
AA. SCI	Optional Allowed values are 1 (for Yes) or 0 (for No) If left blank, defaults to No
AB. Citizenship Verification	Optional PROFILE - Citizenship Verification (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a citizenship verification to the profile, or modify the Description of an existing citizenship verification, the Description must match what you enter in this cell If left blank, defaults to Pending Default Profile Descriptions: Birth Certificate, Form FS-240, Naturalization Certificate, Pending
AC. Enrolled in STEP?	Optional Allowed values are 1 (for Yes) or 0 (for No) If left blank, defaults to No
AD. Alert Start Date	Optional Format: YYYY-MM-DD
AE. Alert End Date	Optional Format: YYYY-MM-DD
AF. Alert Message	Optional No specific formatting required If Alert Start Date is populated and Alert End Date is left blank, an Alert Flag with this message is automatically set and will pop-up every time a user views or updates the record. If the Alert End Date is populated and is less than the current date, the system will automatically turn off the Alert Flag and this message will no longer pop-up when a user views or updates the record.
AG. Remarks	Optional No specific formatting required
AH. Location	Optional No specific formatting required
AI. Business Unit	Optional No specific formatting required
AJ. Organization	Optional No specific formatting required
AK. Division	Optional No specific formatting required
AL. Group	Optional No specific formatting required
AM. Labor Category	Optional No specific formatting required
AN. Title	Optional No specific formatting required
AO. Grade	Optional No specific formatting required
AP. Project Number	Optional No specific formatting required
AQ. Inbound Date	Optional Format: YYYY-MM-DD
AR. Charge Number	Optional No specific formatting required
AS. Amount	Optional No specific formatting required
AT. Cost Center	Optional No specific formatting required
AU. Last Audit Date	Optional Format: YYYY-MM-DD
AV. Available Date	Optional Format: YYYY-MM-DD
AW. Senior Management Official	Optional Allowed values are 1 (for Yes) or 0 (for No) If left blank, defaults to No
AX. Received Appointment Letter	Optional Allowed values are 1 (for Yes) or 0 (for No) If left blank, defaults to No
AY. Urinalysis Date	Optional Format: YYYY-MM-DD
AZ. Office Symbol	Optional No specific formatting required
BA. Rank	Optional No specific formatting required
BB. Branch	Optional PROFILE - Service Branch (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a branch to the profile, or modify the Description of an existing branch, the Description must match what you enter in this cell Default Profile Descriptions: --, Air Force, Army, Marines, Navy
BC. Base Badge Number	Optional No specific formatting required
BD. Issue Date	Optional Format: YYYY-MM-DD
BE. Gender	Optional System Defined Profile: Female, Male, Unknown If left blank, defaults to Unknown
BF. City of Birth	Optional No specific formatting required
BG. State of Birth	Optional Format: Spell out the State Name
BH. County Province of Birth	Optional No specific formatting required
BI. Country of Birth	Optional PROFILE - Country (Global Profile Group) Needs to match the Description in the Country profile, e.g., United States (Global Profile Group). If you add or modify a country, the Description must match what you enter in this cell Default Profile Descriptions: too many to list here. Please access the profile in Access Commander to review the descriptions.
BJ. Date of Birth	Optional Format: YYYY-MM-DD
BK. Marital Status	Optional PROFILE - Marital Status (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a marital status to the profile, or modify the Description of an existing marital status, the Description must match what you enter in this cell Default Profile Descriptions: Divorced, Married, Separated, Single, Unknown, Widowed
BL. Naturalization Number	Optional No specific formatting required
BM. Alien Greencard Number	Optional No specific formatting required
BN. Nationality	Optional PROFILE - Nationality (Global Profile Group). If you add a nationality description to the profile, or modify an existing nationality, the Description must match what you enter in this cell. One of the default Descriptions is --. If two dashes are entered in this cell, the two dashes will display in the Nationality field - the value will be blank Default Profile Descriptions: too many to list here. Please refer to the profile to view the Descriptions.
BO. Race	Optional PROFILE - Race (Global Profile Group). If you add a race description to the profile, or modify an existing race, the Description must match what you enter in this cell. One of the default Descriptions is --. If two dashes are entered in this cell, the two dashes will display in the Race field - the value will be blank Default Profile Descriptions: --, African American, American Indian or Alaska Native, Asian, Hispanic or Latino, Native Hawaiian or Other Pacific Islander, Unknown, White
BP. Height	Optional Format: feet.inches, e.g., 5.9
BQ. Weight	Optional In pounds. Enter the Number, e.g., 150
BR. Eye Color	Optional PROFILE - Eye Color (Global Profile Group). If you add an eye color to the profile, or modify an existing eye color, the Description must match what you enter in this cell. One of the default Descriptions is --. If two dashes are entered in this cell, the two dashes will display in the Eye Color field - the value will be blank Default Profile Descriptions: --, Amber, Black, Blue, Brown, Green, Hazel, Unknown
BS. Hair Color	Optional PROFILE - Hair Color (Global Profile Group). If you add a hair color description to the profile, or modify an existing hair color, the Description must match what you enter in this cell. One of the default Descriptions is --. If two dashes are entered in this cell, the two dashes will display in the Hair Color field - the value will be blank Default Profile Descriptions: --, Black, Brown, Gray, Unknown, White
BT. Drivers License Number	Optional No specific formatting required
BU. State Issued	Optional Format: Spell out the State Name
BV. Expiration Date	Optional Format: YYYY-MM-DD
BW. Barcode	Optional No specific formatting required
BX. Address 1	Optional No specific formatting required
BY. Address 2	Optional No specific formatting required
BZ. City	Optional No specific formatting required
CA. State	Optional Format: Spell out the State Name
CB. Zip Code	Optional Enter the 5-digit Zip Code (do not include the -+4)
CC. Home Phone	Optional No specific formatting required
CD. Personal E-Mail	Optional No specific formatting required
CE. Pager Number	Optional No specific formatting required
CF. Decal Number	Optional No specific formatting required
CG. Plate Number	Optional No specific formatting required
CH. State Issued	Optional Format: Spell out the State Name
CI. User Defined Text Field 1	Optional Text Field Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CJ. User Defined Text Field 2	Optional Text Field Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CK. User Defined Text Field 3	Optional Text Field Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CL. User Defined Text Field 4	Optional Text Field Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CM. User Defined Text Field 5	Optional Text Field Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CN. User Defined Date Field 1	Optional Format: YYYY-MM-DD Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CO. User Defined Date Field 2	Optional Format: YYYY-MM-DD Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CP. User Defined Date Field 3	Optional Format: YYYY-MM-DD Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CQ. User Defined Date Field 4	Optional Format: YYYY-MM-DD Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)
CR. User Defined Date Field 5	Optional Format: YYYY-MM-DD Configure prior to import (System Setup > Field Labels > Personnel Management > Employee > User Defined Fields)

Change Log

Last Updated: December 6, 2022

For columns of the state name, modified instructions that name of state must be spelled out

Last Updated: March 30, 2022

Set compatibility with v4.31 release

Last Updated: December 6, 2021

Made Employee Number column optional instead of required

Dropped several columns related to Continuous Evaluation since DISS provides accurate data

Personnel Data Import - December 2021 Print

Versions Supported

AC v4.31

Templates Supported

Template_Personnel_2021_December.xlsx

Column and Title

Description

A. SSN

Required

Must be Unique

Format: ###-##-####

B. First Name

Required

Note: Do not use this field for nicknames. Put nicknames in column I, Nickname

C. Last Name

Required

No specific formatting required.

D. Facility Code

Required

No specific formatting required. The facility code must exist in the Facility Management module prior to importing this template. Facilities can be imported via the Facility Information template, or entered manually.

E. Login ID

Required

F. Middle Name Initial

Optional

Either the Middle Initial or full Middle Name may be entered

G. Suffix

Optional

PROFILE - Suffix (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a suffix to the profile, or modify the Description of an existing suffix, the Description must match what you enter in this cellIf left blank, defaults to the "blank" option

Default Profile Descriptions: [blank], III, Jr., PhD, Sr..

H. Prefix

Optional

PROFILE - Prefix (Personnel Management Profile Subgroup < Personnel Security Profile Group) If you add a prefix to the profile, or modify the Description of an existing prefix, the Description must match what you enter in this cell.If left blank, defaults to the "blank" option

Default Profile Descriptions: [blank], Dr., Gen., Miss, Mr., Mrs., Ms.

I. Nickname

Optional

No specific formatting required

J. Employee Number

Optional

Text Field with a maximum length of 25 characters

K. E-Mail

Required

Must be Unique

Text Field with a maximum length of 384 charactersFormat: must be in e-mail format, including the @ sign (e.g., xxxxx@xxxxx.xxxx). Note: If not known, can enter a dummy email (e.g., abc001@email.com, abc002@email.com).

l. Status

Required

PROFILE - Status (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a status to the profile, or modify the Description of an existing status, the Description must match what you enter in this cell

Default Profile Descriptions: Active, InActive

M. Type

Required

PROFILE - Type (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add an employee type to the profile, or modify the Description of an existing employee type, the Description must match what you enter in this cell

Default Profile Descriptions: Consultant, Employee, Intern, Other, Partime, Sub Contractor, Temporary

N. Citizenship

Required

PROFILE - Citizenship Description (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a citizenship description to the profile, or modify the description of an existing citizenship Description, the Description must match what you enter in this cell

Default Profile Descriptions: Foreign Person, Not Indicated, Permanent Resident, US Citizen

O. Phone

Optional

No specific formatting required

P. Extension

Optional

No specific formatting required

Q. Cell Phone

Optional

No specific formatting required

R. Cell Phone Carrier

Optional

Default Profile Descriptions: Sprint, T-Mobile, Unknown, Verizon Wireless

S. Fax

Optional

No specific formatting required

T. Hired Date

Optional

Format: YYYY-MM-DD

U. File Sign Date

Optional

Format: YYYY-MM-DD

V. Start Date

Optional

Format: YYYY-MM-DD

W. Consult. Agreement Expiring On

PROFILE - Suffix (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a suffix to the profile, or modify the Description of an existing suffix, the Description must match what you enter in this cell
If left blank, defaults to the "blank" option

PROFILE - Prefix (Personnel Management Profile Subgroup < Personnel Security Profile Group) If you add a prefix to the profile, or modify the Description of an existing prefix, the Description must match what you enter in this cell.
If left blank, defaults to the "blank" option

Text Field with a maximum length of 384 characters
Format: must be in e-mail format, including the @ sign (e.g., xxxxx@xxxxx.xxxx). Note: If not known, can enter a dummy email (e.g., abc001@email.com, abc002@email.com).

Allowed values are 1 (for Yes) or 0 (for No)
If left blank, defaults to No

Allowed values are 1 (for Yes) or 0 (for No)
If left blank, defaults to No

Allowed values are 1 (for Yes) or 0 (for No)
If left blank, defaults to No

Allowed values are 1 (for Yes) or 0 (for No)
If left blank, defaults to No