What’s new?
The ability to import Contract/ Temp Jobs easily via a Data Import tool. View the Import Summary and take actions on failed imports.
How do I start using them?
Adding Contract Jobs Import option
Users can now import Contract/ Temp Jobs by navigating to Tools ; Data Import
A new option called, 'Contract Jobs' (after 'Client and Contact')
On clicking that the 'Data Import' wizard appears with 2 steps:
Upload Data
Results
Step 1: Upload Data
An 'Upload File' button appears that when clicked opens 'File Explorer' from where the user can select the file to be uploaded
A label called, 'Drop Files here to upload' is also visible
User can also drag and drop files here to upload
Once the file is uploaded the 'Upload file' button section is replaced by the uploaded file name with a green tick before the name and a cross button after the name
On clicking the Cross button the Upload file button re appears
There is a 'Contract Jobs (download template)' hyperlink that when clicked, downloads .xlsx file called, 'ContractJobsImportTemplate.xlsx' with the following columns as in the table below:
The start and end date columns in the xlsx file displays a red triangle on the upper right corner of the cell indicating that a note is added on the cell
On hover over the note reads 'Format : dd/mm/yyyy'
The red triangle also appears in the column cell marked as Y in the table below
On hover over the note reads, 'Mandatory column'
|
|
Columns | Is Mandatory? |
Job Title | Y |
Position |
|
Grade |
|
Sector | Y |
Status | Y |
Employment Term | Y |
Currency | Y |
Purchase Order No |
|
No Of Places |
|
Start Date |
|
End Date |
|
Client Name |
|
Client Id | Y |
Client Hirer Legal Entity Name |
|
Client Hirer Legal Entity ID |
|
Client Contact Name |
|
Client Contact ID | Y |
Invoice Contact Name |
|
Invoice Contact ID |
|
Charge Unit | Y |
Charge Rate |
|
Ltd Contractor |
|
PAYE |
|
A 'Template Guidelines' label in the window appears with an infotip below that when clicked reads the following bulleted points: '
Mandatory columns are Job Title, Sector, Status, Employment Term, Currency, Client ID, Client Contact ID and Charge Unit.
Ensure Jobs are added in the Sectors that you are logged into.
Cannot import Permanent Jobs.'
A 'Next' button is visible that is enabled only if a file is uploaded
Step 2: Results
On navigating to 'Results' step, a label appears that reads, 'Previewing the first 10 records'
Below the label is the grid that displays the template columns and 10 rows of data from the file with a vertical (if needed) and horizontal scrollbar which the user can use to review the data
2 buttons are visible:
'Previous' that when clicked navigates to first step
'Start Import' that is only enabled if
a valid file is uploaded AND
if there is any data found in the uploaded file
If there are no records in the file, the label reads, 'No records found to import' and the grid does not appear
If the uploaded file does not have a mandatory column (i.e. a column with that name does not appear in the uploaded spreadsheet), a message appears with 1 line for each missing column that reads:
'Missing required field : <FieldName>'
Once the user uploads the correct file with data and clicks 'Start Import':
the 'Data Import' wizard closes and a success toast message appears that reads, 'Importing Contract Jobs'
Rename ‘Timesheet Summary’ option
The existing 'Timesheet Summary' is renamed to 'Import Summary' which on clicked will display the summary and status for both Timesheet and Contract Jobs Import.
Import Summary
When the user navigates to Tools ; Data Import ; Import Summary
On clicking that, a list of Contract Jobs Import appear that are queued
On clicking a particular Contract Job Import the following appears:
A Date time below the list label in the format of dd-mm-yyyy HH:MM / Created User Name
A Table and Refresh button on the form
Every list has a read only 'Status' field that display the status of the Job import such as :
In Progress
When the import is in progress
Pending
When the Jobs are still pending import
Complete
When the import is completed
A read only 'Imported File' field that displays the name of the imported file
A 'Summary (<Count of records imported> records imported)' where the count is the total number of Jobs successfully imported
A grid with label (<Count of records imported> record/s) below with the following columns:
Job Title
Position
Company
Import Status
Displays 'Error' if the row import is not successful as hyperlink that when clicked displays the error message in one line for each error in a message box with an Ok button that when clicked closes the message box
Displays 'Success' in the column if the row has been imported successfully
View
Displays 'View Job' as hyperlink that when clicked opens the Imported Job in a child window
'View Job' appears disabled if the row is errored
A refresh icon on the grid is visible
There are no additional columns in configure columns for the grid
There is also an 'Export Error List' button that when clicked downloads a .CSV file called, 'ImportErrors-<ProcessTaskItemID>.csv'
This file contains rows that failed to import with an 'Error Message' column that displays why the import failed
With ‘Import Data’ Restriction applied
If the user has 'Import Data' restriction on their role and they navigate to Tools, the 'Contract Jobs' Data Import option will not be visible.
With ‘Job Create’ Restriction applied
If the user has 'Job Create' restriction on their role and they navigate to Tools ; Data Import ; Contract Jobs
A message box appears with an 'Ok' button that reads, 'You are not authorised to access Contract Jobs data import.'
Clicking on 'Ok' closes the message box