2024

This page contains data import sync requirements for Employee Records, Applicant Tracking, and Perform.

Location Import Data

Consider the following for the Location import file:

The file is required for initial import to add the buildings for staff.
The file is not required for future import jobs unless a building is added or removed, or a Building ID changes.
The file delimiter can be a pipe, comma, semi-colon, or tab.
Optional fields must be configured in the Data Import tool before they can be used in the import file.

Field Position	Field Name	Value	Size	Description	Business Rules and Requirements
1	Building ID	String	100	A unique local building number or code (Location Code in TalentEd)	REQUIRED
2	Building Name	String	100	Building name	REQUIRED
3	AddressLine1	String	100	Building address	Optional
4	City	String	100	Building city	Optional
5	Deactivated	String	10	Deactivate a location	Optional T or True = Deactivated Y or Yes = Deactivated 1 = Deactivated Any other value = Active If not supplied, the field is set to the default (Active).
6	Phone	String	35	Building phone number	Optional
7	State	String	2	Building State	Optional
8	ZIP	String	10	Building zip code	Optional

Sample Location import file:

Building ID	Building Name	AddressLine1	City	Phone	State	ZIP	Deactivated
89	Hills Primary	123 School Lane	Orlando	(123) 457-7890	FL	32714	1
23	Wilbur High	347 School Lane	Orlando	(123) 458-7890	FL	32746

Staff Import Data

Consider the following for the Staff import file:

The file should contain information for all staff, including administrators.
Optional fields can be empty.
The file delimiter can be a pipe, comma, semi-colon, or tab.
Optional fields must be configured in the Data Import tool before they can be used in the import file.

Field Position	Field Name	Value	Size	Description	Business Rules and Requirements
1	Employee ID	String	100	Employee’s unique identifier, not SSN	REQUIRED Must be provided to define users in Perform and Employee Records. Sync will use these fields to find and update existing accounts or create new accounts if neither field matches an existing account.
2	First Name	String	100	Employee’s first name	REQUIRED
3	Last Name	String	100	Employee’s last name	REQUIRED
4	Work Email	String	100	Employee’s work email address	REQUIRED Must be provided to define users in Perform and Employee Records. Sync will use these fields to find and update existing accounts or create new accounts if neither field matches an existing account.
5	Building ID	String	100	Location Code of the employee’s work location	REQUIRED The building ID in this file must match the Location Code in the Perform and Employee Records. Not used for Applicant Tracking.
6	Work Phone	String	35	Employee’s work phone number	Optional
7	Ext	String	35	Employee’s work phone number extension	Optional Not used for Applicant Tracking.
8	Cell Phone	String	50	Employee’s cell phone number	Optional Not used for Applicant Tracking.
9	Home Phone	String	50	Employee's home phone	Optional Not used for Applicant Tracking.
10	Birth Date	Date	-	Employee’s birth date	Optional Formatted MM/DD/YYYY, or yyyyMMdd, or yyyy-MM-dd. Not used for Applicant Tracking.
11	Gender	String	25	Employee’s gender	Optional The value must match what was created in Records and Perform. Not used for Applicant Tracking.
12	Username	String	100	Employee’s username	REQUIRED
13	Personal Email	String	100	Employee’s personal email	REQUIRED Must be provided to define users in Perform and Employee Records. Sync will use these fields to find and update existing accounts or create new accounts if neither field matches an existing account. This is especially important if Recruit & Hire is used to create users in Records. Not used for Applicant Tracking.
14	Middle Name	String	100	Employee’s middle name	Optional
15	Street Address	String	100	Employee’s home street address	Optional Not used for Applicant Tracking.
16	City	String	100	Employee’s home city	Optional Not used for Applicant Tracking.
17	State	String	2	Employee’s home state	Optional Two-character state abbreviation Not used for Applicant Tracking.
18	ZIP	String	20	Employee’s home zip code	Optional Not used for Applicant Tracking.
19	Deactivated	String	10	Deactivate employee	Optional T or True = Deactivated Y or Yes = Deactivated 1 = Deactivated Any other value = Active If not supplied, the field is set to the default (Active).
20	Product	String	50	What products should we create for user?	Optional This is a legacy field that will eventually be phased out. We recommend using the three individual product fields instead. If not supplied, the user is sent to all subscribed products except Applicant Tracking. If users are to be created in Applicant Tracking, this field is required with the Applicant Tracking value. The default value can be configured in the Data App Web application. This is a comma-delimited list of products. Acceptable values: Employee Records, Perform, Applicant Tracking.
21	GlobalIdentifier	String	50	Employee’s OIDC SSO username	Optional Used only for PowerSchool SSO.
22	Records	String	50	Configure a user's security group for Records	Optional If the column is enabled but no value for the user is supplied and no default value is set in the Data Import tool, the user will not be sent to Employee Records. If the column header is enabled and a default value is set in the Data Import tool, the value for a user can be null (blank) in the import file and the user’s security group will be set to the default value. Acceptable values: HR Staff, Staff, System Admin.
23	Perform	String	50	Configure a user's security group for Perform	Optional If the column is enabled but no value for the user is supplied and no default value is set in the Data Import tool, the user will not be sent to Perform. If the column header is enabled and a default value is set in the Data Import tool, the value for a user can be null (blank) in the import file and the user’s security group will be set to the default value. Acceptable values: HR Staff, Staff, System Administrator.
24	ApplicantTracking	String	50	Configure a user's security group for ApplicantTracking	Optional If the column is enabled but no value for the user is supplied and no default value is set in the Data Import tool, the user will not be sent to Applicant Tracking. If the column header is enabled and a default value is set in the Data Import tool, the value for a user can be null (blank) in the import file and the user’s security group will be set to the default value. Acceptable values: Administrative Assistant, Building Administrator, Building Administrator Readonly, Building Administrator w/ Hire, Hiring Manager, HR Support Staff, IT Staff, Recruiter, Restricted Interviewer, System Administrator, Application Reviewer, People Admin Support.

Sample Staff import file:

Employee ID

First Name

Last Name

Work Email

Building ID

Work Phone

Cell Phone

Home Phone

Birth Date

Username

Personal Email

Middle Name

Street Address

City

State

ZIP

Records

Perform

Deactivated

1578-A

Leslie

Knope

lbk@psd.edu

89

111-887-9878

111-887-8799

111-897-1154

05/19/1972

Lknope

lbk@gmail.com

Barbara

4231 Oak

Eagleton

IL

47368

Staff

1

1579-A

Ron

Swanson

rus@psd.edu

23

111-918-1109

111-918-1111

04/15/1977

Rswanson

rus@gmail.com

Ulysses

171 Mission

Pawnee

IN

47851

HR Staff

Sample Applicant Tracking only import file:

Employee ID

First Name

Last Name

Work Email

Building ID

Work Phone

Ext

Cell Phone

Home Phone

Birth Date

Gender

Username

Personal Email

Middle Name

Street Address

City

State

ZIP

ApplicantTracking

Deactivated

1578-A

Leslie

Knope

lbk@psd.edu

89

111-887-9878

234

111-887-8799

111-897-1154

05/19/1972

F

Lknope

lbk@gmail.com

Barbara

4231 Oak

Eagleton

IL

47368

IT Staff

1

1579-A

Ron

Swanson

rus@psd.edu

23

111-918-1109

411

111-918-1111

04/15/1977

M

Rswanson

rus@gmail.com

Ulysses

171 Mission

Pawnee

IN

47851

System Administrator

Job Types Import Data

Consider the following for the Job Types import file:

The file delimiter can be pipe, comma, semi-colon, or tab.
Optional fields must be configured in the Unified Talent Data App before they can be used in the import file.
The import is not used for Applicant Tracking products.

Field Position	Field Name	Value	Size	Description	Business Rules and Requirements
1	Employee ID	String	100	Employee’s unique identifier, not SSN	REQUIRED Corresponds to the Employee ID from the Staff file.
2	Job Type	String	100	Employee’s job type	REQUIRED Used as a filter to assign evaluations or contracts in Perform and Records.
3	Job Title	String	100	Employee’s position title	Optional
4	Hire Date	Date	14	Employee’s hire date	Recommended Formatted MM/DD/YYYY, or yyyyMMdd, or yyyy-MM-dd. Used to sort tenured staff in Perform and helps with reporting, sorting contract info, and salary schedules in Records.
5	Start Date	Date	14	Employee’s start date	Optional Formatted MM/DD/YYYY, or yyyyMMdd, or yyyy-MM-dd.
6	Building ID	String	100	Employee’s work location	REQUIRED Corresponds to the Building ID from the Location file.
7	Tenure Date	Date	14	Employee’s tenure date	Optional Formatted MM/DD/YYYY, or yyyyMMdd, or yyyy-MM-dd.
8	Tenure Level	String	100	Employee’s tenure level achieved per district standards	Recommended Used to sort tenured staff in Perform and helps with reporting, sorting contract info, and salary schedules in Records.
9	Years Experience	String	20	Number of years the employee has been in this role	Recommended Used to sort tenured staff in Perform and helps with reporting, sorting contract info, and salary schedules in Records.
10	Deactivated	String	10	Deactivate a job type	Optional T or True = Deactivated Y or Yes = Deactivated 1 = Deactivated Any other value = Active If not supplied, the field is set to the default (Active).

Sample Job Types import file:

Employee ID	Job Type	Job Title	Hire Date	Start Date	Building ID	Tenure Date	Tenure Level	Years Experience	Deactivated
1578-A	Teacher	Science Teacher	07/08/2006	09/15/2006	89	04/05/2016	A	1
1579-A	Media Specialist	Librarian	08/12/1998	09/13/1998	23	06/15/2008	B	10	1

Supervisor Import Data

Consider the following for the Supervisor import file:

Staff can have multiple supervisors but we strongly recommend using only one from the primary location.
Supervisors are important for workflows and signatures on forms in both Records and Perform.
Supervisors can delegate tasks and processes in Perform.
Supervisors must have an active account to be assigned a direct report.
Supervisor and Direct Employee IDs cannot be the same.
For direct employees with multiple supervisors, you must use separate lines for each relationship (see sample provided).
Optional fields must be configured in the Unified Talent Data App before they can be used in the import file.
The import is not used with Applicant Tracking products.

Field Position

Field Name

Value

Size

Description

Business Rules and Requirements

1

Direct Report Employee ID

String

100

Employee ID of the direct report of the supervisor

REQUIRED

2

Supervisor Employee ID

String

100

Employee ID of the supervisor for this employee

REQUIRED

3

Deactivated

String

10

Deactivate employee and supervisor relationship

Optional

T or True = Deactivated

Y or Yes = Deactivated

1 = Deactivated

Any other value = Active

If not supplied, the field is set to the default (Active).

Sample Supervisor import file:

Direct Report Employee ID	Supervisor Employee ID	Deactivated
1578-A	2189-B
1579-A	2190-C	1
1579-A	2184-B

Position Control Import Data 

Consider the following for the Location import file:

The file is required for importing Requisitions to the Applicant Tracking System. 
Location must be a valid Location Code for an existing Building in the Application Tracking System.
The Date type fields must be of yyyyMMdd format only.

The file delimiter can be a pipe, comma, semi-colon, or tab.
Optional fields must be configured in the Data Import tool before they can be used in the import file.

Field Position	Field Name	Value	Size	Description	Business Rules and Requirements
1	Location	String	100	Code identifying the primary building or site associated with the position	REQUIRED Should be a valid Building code
2	Position ID	String	100	Position Number of the Requisition	REQUIRED
3	Title	String	100	Title of the Position	REQUIRED
4	Description	String	100	Description of the requisition	Optional
5	Job Category	String	10	Category of the Position	Optional
6	Job Class	String	100	Class of the Position	Optional  Only relevant for eFP Requisitions
7	Shift Type	String	100	Shift Type for the position (Full Time, Part Time etc.)	Optional
8	Special Notes	String	100	Special Posting Notes or Instructions to HR	Optional
9	FullTime Equivalent	String	50	These units are used to determine the authorized, current, and default occupancy of a position.	Optional An FTE unit represents the ratio of time an employee works relative to full-time (1.0 = full-time). For example, if three employees work 100 hours per week and your work week is 40 hours, the FTE units for the three would be 2.5 (100 ÷ 40).
10	Bargaining Unit	String	50	Bargaining Unit for this position, if applicable	Optional
11	Budget Year	String	50	Budget Year for the Position	Optional Expected Format- YYYY/YYY(Y+1) eg- 2022/2023
12	Budget Code	String	100	Budgeting Code for the position	Optional
13	Budget Percent	String	100	Budget Percent for the Position	Optional
14	Months Per Year	String	100	Number of Months Per Year	Optional
15	Days Per Year	String	100	Number of Days Per Year	Optional
16	Salary Min	String	100	Minimum salary for the position	Optional
17	Salary Max	String	100	Maximum salary for the position	Optional
18	Person In Position	String	100	Person currently In Position	Optional
19	Hiring Supervisor ID	String	100	Employee ID of the Hiring Supervisor	Optional
20	Estimated Start Date	Date	8	Estimated start date of the job	Optional Expected Format- YYYYMMDD
21	Current Employee Name	String	100	Name of the current employee	Optional
22	Current Employee ID	String	100	Employee ID of the current employee	Optional
23	Current Employee Hire Date	Date	8	Hire Date of the current employee	Optional Expected Format- YYYYMMDD
24	Current Employee Start Date	Date	8	Start Date of the current employee	Optional Expected Format- YYYYMMDD
25	Current Employee End Date	Date	8	End Date of the current employee	Optional Expected Format- YYYYMMDD
26	Current Employee Location	String	100	Location of the current employee	Optional Should be a valid Building Code
27	Reason For Leaving	String	50	Reason For Leaving	Optional
28	Employee Position Status	String	50	Position Status (Leaving, Vacant, Filled)	Optional
29	Deactivated	String	10	Deactivate a Requisition	Optional  T or True = Deactivated  Y or Yes = Deactivated  1 = Deactivated  Any other value = Active  If not supplied, the field is set to the default (Active).