Job assignment import details

Use job-assignment import to create or update the employment relationship between a person and a job, including the assignment type and applicable dates and details. This reference identifies the supported operations, required record references, and accepted CSV option values for those assignments.

Job assignment records contain the person’s supervisor, and the start date and end date of the job assignment.

To import job assignment records, follow the procedure on Import a file and choose Job Assignment from the What do you want to import? dropdown menu.

Supported Operations

You can import external job assignment records into QuickStart or update fields relating to existing people records.

The following operations are supported for this record type:

• Create a new record

• Update an existing record

• Create a new or update an existing record

For more details about these operations, see Import a file.

Permissions and Features Required for Importing Job Assignments

When importing job assignment records, the following fields are required:

• Primary Column

• Company Start Date

• Person

• Job

• Status

• Type

Usage Notes

You can import job assignment records from third-party systems using the processes detailed in Import a file.

In the QuickStart UI, under Administration, go to Tools > Bring your data to QuickStart.

You can use the file import function for job assignment records to create new job assignment records or update existing job assignment records.

In QuickStart, you can use external IDs to import new job assignment records. External IDs are assigned to each record in the external ID field and are a unique combination of numbers and letters.

You can use both external IDs and internal IDs to update existing job assignment records. Internal IDs are automatically assigned to records.

The file import for the person record will fail if validation for the following fields isn’t met:

• Person: the person can’t be their own supervisor.
• The Company Start Date and Company Termination Date must be in MM/DD/YYYY format.
• The Company Start Date must be before the Company Termination Date.

Note:

If you import other records in the same file that have met the validations, they will be imported successfully. You can see the status and details for each record in the import result file.

To ensure fields with dropdowns are configured correctly, you can configure the ID or the name of the field. The two fields with dropdowns are Status and Type. For example, if you want to change the Status field from ID to name, you can change it from “active” to “Active”. To enter the name, change “:id” to “name” on the column header.

The following options are available for the Status dropdown field with their corresponding IDs and names:

• active: Active

• terminated: Terminated

The following options are available for the Type dropdown field with their corresponding IDs and names:

• contingent: Contingent

• permanent: Permanent

• non_worker: Non-Worker

• contractor: Contractor

Note:

You must know the internal IDs for the job and person records to successfully import job assignments.

Example of Import File

The following table is an example of the JobAssignment_ADD.csv file using external IDs.

*Primary Column:jobAssignment:_primaryColumn	*Company start date:jobAssignment:startDate	Company termination date:jobAssignment:endDate	Inactive:jobAssignment:isInactive	*Person:jobAssignment:person._identity.id	* Job:jobAssignment:job._identity.id	Supervisor:jobAssignment:supervisor._identity.id	*Status:jobAssignment:status:name	*Type:jobAssignment:jobAssignmentType:name
1	1/19/2023			167	1		Active	Permanent
2	1/18/2022	1/18/2023	TRUE	169	2		Terminated	Permanent
3	1/18/2022			168	3	167	Active	Permanent