Assisted Data Import: Fieldworkers Assisted Data Import: Fieldworkers

Assisted Data Import: Fieldworkers

David Martinez David Martinez

Adding Fieldworkers (the employees you send to job sites) through our Assisted Data Import flow is key to getting Assignar up and running. Fieldworkers are the heart of your company. They are your hands on employees, doing the projected work at your customer job sites. Getting them into the system (without rekeying or extra work input work) will help you leverage our Scheduling module, so you can fully capitalize on your employees.

 

Step 1

Using the main navigation bar on the left, first click on Settings, then Data Imports — Beta. After that, click on the Fieldworker Upload button. This will launch the Fieldworker upload process.

step-01-upload.png

 

Step 2

You'll be presented with a table of the data that's about to be imported. Please review the table to ensure you it's as complete as possible. 


Field Descriptions
step-02.png

Employee ID 
This field is used to store a unique value from an external system, for example your HR or Payroll application. Including this data helps enable running payroll, so you can easily export data from Assignar and upload it to another application.

First Name (Required)
The first name of the Fieldworker.

Last Name (Required)
The last name of the Fieldworker.

Employment Type (Required)
These are the designated types of employment you give to your Fieldworkers, for example, Full-Time, Part-Time, Temporary etc.  Based upon the employment types you have created in Assignar you will have different options available to you with this field. By default Assignar comes with Full-Time and Part-Time.

Email (Required)
The email address that you use to communicate with your Fieldworkers, ideally this is their work email address but can also be a personal email address, if that's what is favored.

Date of Birth
The birthdate of the Fieldworker.

Mobile Phone (Highly Recommended)
The mobile phone number for the Fieldworker.  This field is very important as you will be using their mobile phone to send SMS messages to the fieldworkers to notify them of their scheduled shifts.

Address
The home address of the Fieldworker.

City/Suburb
The City of Suburb in which the Fieldworker lives.

Zipcode / Postal Code
The home zipcode / postal code of the Fieldworker.

State
The home state of the Fieldworker.

Emergency Contact (Highly Recommended)
The name of the Fieldworker’s emergency contact person.

Emergency Contact Phone (Highly Recommended)
The phone number of the Fieldworker’s emergency contact.

Comments
Any free form comments about the Fieldworker.

USI
A Fieldworker’s student identification number. This is more applicable to areas outside of North America.

Tags
Fieldworker tags are used to organize groups of workers and make them easy to find when scheduling or granting access to forms or other resources. This data type accepts a comma separated list of values. If the value is found to already exist we will add the fieldworker to it, if it does not yet exist we will create it.



Step 3 

If your file is ready, click Upload Data From File to start the upload process.

step-03-upload-modal.png

 

Step 4 

Map your uploaded data to the Assignar data types. Just think of this as moving the data from an external "bucket" into the right Assignar "bucket".  Once everything is mapped correctly, click review so you can preview your work before committing.

step-04-map-data.png

Step 5

If the systems finds challenges in your import, it will give you a chance to fix them. The issues will appear as red boxes within your data table. Data immediately flagged in red will be items that are improperly formatted or have missing data. Correct any issues in your data.

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Step 6

Once all errors are corrected, click the continue button and your data will be uploaded. Success!

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