A Person's Worksite is captured on the Roster tab of their Profile. The Person Worksite Import Wizard helps save time should you need to assign multiple people to new Worksites.
Steps to Assign a Worksite (or multiple Worksites) to People using the Import Wizard:
- Populate the Excel Person Worksite Import Template with the required people and their worksites, and then save the file to your computer. (You can find all import templates here.) Note: A person can have only one Worksite per date range, but multiple records can be imported per person as long as dates don't overlap).
- Navigate to Settings > Data > Import Wizards > Person Worksite.
- Click Choose File to select the Excel file you populated with the required data.
- Click Next.
- Click Mapping Details.
- Verify that the correct spreadsheet fields are mapped to the corresponding system fields (this is where the data will be uploaded).
- Click Apply Mappings and Import.
- Once the import is complete, you will receive confirmation of the import or details about any failures.
