Import Matrix: Employees
Technical Documentation
CAUTION: Unlike other records in Workamajig, Active Employee records (and Full User Contacts) do have an impact on what you are billed per your contract user minimum. So be mindful when importing new employee records this way vs. manually adding a new employee record.
CAUTION: If locally hosted under certain agreements, be mindful that you can potentially import more than the allotted user accounts, which could then lock your account overall, not allowing anyone to login. If this occurs, email support@workamajig.com to assist in resolving.
NOTE: Updating existing employee records via import also can cause issues as you can change the administrator option, along with username and passwords. Thus accidentally disabling the needed access to administer your system. If any issues like this occurs, please email support@workamajig.com to assist in resolving.
Available Fields
Active
Anniversary
Backup Approver
Billing Title ID
Birthday
Broadcast Order Limit
Cell Phone
Children
Credit Card Approver
Date Hired
Default Calendar Color
Default GL Company
Default Notify
Default Reviewer
Default Service
Department
Email
Expense Approver
Fax
First Name
GL Companies
Home Address 1
Home Address 2
Home Address 3
Home City
Home Country
Home Postal Code
Home State
Hourly Cost
Hourly Rate
Insertion Order Limit
Is Supervisor
Last Name
Locked
Middle Name
Minimum Hours Friday
Minimum Hours Monday
Minimum Hours Saturday
Minimum Hours Sunday
Minimum Hours Thursday
Minimum Hours Tuesday
Minimum Hours Wednesday
Monthly Cost
Office
Other
Other Address 1
Other Address 2
Other Address 3
Other City
Other Country
Other Postal Code
Other State
Password
Personal Work Address 1
Personal Work Address 2
Personal Work Address 3
Personal Work City
Personal Work Country
Personal Work Postal Code
Personal Work State
Phone
PO Order Limit
Require Minimum Hours
Require Times on Time Sheet
Salutation
Second Phone
Security Group
Services
Spouse/Partner
Subscribe to Diary
Subscribe to ToDo
System ID
Time Approver
Time Sheet Required
Timezone Index (Link)
Title
User ID
Vendor ID
Matrix
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Field Name |
Key Field |
Required |
Valid Values |
Table Validation |
Table |
Field Validation |
Comments |
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Backup Approver |
Yes |
Users |
User ID |
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Cell Phone |
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Credit Card Approver |
Yes |
Users |
User ID |
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Default Calendar Color |
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Department |
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Yes |
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Must be a valid email address format |
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Expense Approver |
Yes |
Users |
User ID |
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Fax |
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First Name |
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Home Address 1 |
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Home Address 2 |
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Home Address 3 |
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Home City |
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Home Country |
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Home Postal Code |
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Home State |
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Hourly Cost |
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Numeric |
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Hourly Rate |
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Numeric |
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Is Supervisor |
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Yes No |
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Last Name |
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Locked |
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Yes No |
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Middle Name |
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Monthly Cost |
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Numeric |
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Class ID |
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See Comments |
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Yes |
Offices |
Office ID |
If Require Office in the GL Tracking Options is Yes then Office ID must be a valid Office |
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Active |
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Yes No |
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Other Address 1 |
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Other Address 2 |
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Other Address 2 |
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Other Address 3 |
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Other City |
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Other Country |
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Other Postal Code |
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Other State |
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Pager |
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Password |
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Personal Work Address 1 |
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Personal Work Address 2 |
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Personal Work Address 3 |
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Personal Work City |
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Personal Work Country |
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Personal Work Postal Code |
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Personal Work State |
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Phone |
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Salutation |
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Mr. Mrs. Miss. Ms. Dr. Prof. |
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Second Phone |
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Security Group |
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Yes |
Security Groups |
Security Group Name |
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System ID |
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This field is used when integrating to other systems |
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Time Approver |
Yes |
Users |
User ID |
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Timesheet Required |
Yes No |
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Timezone Index |
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Numeric |
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Title |
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User ID |
Yes |
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Yes |
Users |
User ID |
When importing, this field must be unique for each employee |