Data Import Tool

The Data Import Tool is a self-service utility that enables users to load and edit large amounts of data into UKG Pro Workforce Management through pre-defined file templates. It enables users to import data with minimal intervention or support and provides an alternative to the UKG Pro Workforce Management Data Utility for importing data into UKG Pro Workforce Management.

Guided process for importing data:

  1. Select a predefined configured template and add your data to the template file. The template is a file used to upload template-specific data to the Template Details page. Each template contains the appropriate column headers and field type information to correctly upload your data in a predefined format.
  2. Upload the data file and use the Insert, Cut, Copy, Paste and Delete actions in the UI to edit your data before it is imported to . You can also choose to edit your data in Excel and then upload the edited template file.
  3. Import your data into after making and saving the appropriate edits.

Predefined data import templates

The following predefined templates are available. For more information about some of the templates listed on this page, go to Templates information.

  • AOID/COID Import - Imports (AOID) Associate Identifier and (COID) Company Identifier information.
  • Data - Accrual Balance - Performs accrual balance updates.
  • Data - Attendance Event
  • Data - Employee Schedule Pattern
  • Data - Employment Term Schedule - Import
  • Data - Labor Forecast - Import
  • Data - Labor Forecast Limit - Import
  • Data - Labor Forecast Limit Item - Import
  • Data - Labor Forecast Limits Org Job - Import

    If an imported labor standard is marked as incomplete in the system, use the following labor standard import templates to import missing building blocks. To view which standards are incomplete, refer to the list of Labor Standards at Setup > Application Setup > Labor Standards and select "Incomplete" from the list filter. For more information, refer to Labor Standards.

    • Data Labor Standard Period Elements - Import — Imports period elements for incomplete, scaled labor standards.
    • Data Labor Standard Time Scale Items - Import — Imports time scale items for incomplete, scaled labor standards.
    • Data Labor Standard Distribution Settings - Import — Imports the distribution settings for incomplete labor standards.
  • Data - Leave Case - Import
  • Data Leave Case User Defined Fields - Import
  • Data - Org Job Assignment for Task Group - Import
  • Data - Pay Code Edit
  • Data - Pay Code Edit Historical - Import
  • Data Punch Import - Imports transactional punches. The Data Punch Import template includes attributes to support transfers in organizations that support Multiple Assignment.
  • Data - Shift
  • Data Task Import
  • Data - Task Assignments for Task Group - Import
  • Data - Task Group Versions - Import
  • Data - Task Labor Standard Assignments - Import
  • Data - Task Versions - Import
  • Data - Time Off Request - Import
  • People Adjustment Rule Assignment - Import
  • People - Attendance Profile Assignment - Import
  • People - Attestation Profile Assignment - Import
  • People - Cascade Profile Assignment - Import
  • People - Certification Assignment - Import
  • People - Override Wage and Work Rules - Import
  • People - Pay Code Values Profile Assignment - Import
  • People Person Load - Loads new employees or updates pre-existing employees based on the "Update Existing" field. If you are creating a new person record, the following fields are required: Person Number, Last Name, Username, Password, Primary Job. If you are performing an update to pre-existing records, these fields are not required.
  • People - Personal OT Rule Assignment - Import
  • People - Schedule Rule Set Assignment - Import
  • People - Skill Assignment - Import
  • Data Shift Import - Imports transactional shifts

Predefined Setup data import templates

The following import templates import configuration data for a specific Setup item.

  • Setup - Cost Center - Sets up cost centers.
  • Setup - Certifications - Import -
  • Setup - Jobs Import - Sets up jobs.
  • Setup - Employee Groups - Import - Sets up Employee Groups.
  • Setup - Labor Category Entries
  • Setup - Labor Category Lists - Import - Sets up Labor Category Lists.
  • Setup - Labor Category Profiles - Import
  • Organizational Rule Sets - Import
  • Setup - Organizational Sets - Import
  • Setup - Schedule Pattern Templates - Import
  • Setup Simplified Business Structure - Import
  • Setup - Skills - Import
  • Setup - Work Paycode Actions - Import

  • Setup - Simplified Business Structure - Import - allows you to create and updated Generic Locations for both simplified and hierarchical organizations.

Predefined standard export templates

The following templates export data from the host application.

  • Data Accrual Balance - Export - Exports data related to accrual balance updates.
  • Data Attendance Balance - Export Exports data related to attendance events.
  • Data Leave Case - Export - Exports data related to leave cases.
  • Data Pay Code Edit - Export - Exports paycode edits.
  • Data Punch - Export - Exports transactional punches.
  • People Person - Export - Exports new employees or updates pre-existing employees based on the "Update Existing" field.
  • Data Attendance Event - Export - Exports attendance events.
  • Data Totals - Export - Exports data totals.
  • Setup - Business Structure - Export - Retrieves Setup - Business Structure Data.