Staff Members Import

Below are some helpful tips when importing staff members from your CSV file into a specific folio:

FOLIO Field	Import Notes
Type	Defines the role of the staff member Default value if none specified : *With no role
Member	Defines the username of the JIRA user Mandatory - Must be a valid JIRA user
Description	You can specify a description for the staff member Optional
Reporter	Defines the reporter of the data Default value if none specified : The importer
Start date	Defines the start date of the availability or worked hours period or the date on which the cost rate is effective. Mandatory - must be specified in either case
End date	Defines the end date of the worked hours period Mandatory - must be specified in the case of a worked hours entry
Cost rate	Defines the cost rate of the staff member (hourly rate). Optional if the consulting revenue already exists in folio else must be defined.
Availability	Defines the availability ratio (%) of the staff member Default value if none specified : 100%
Worked Hours	Defines the hours worked in the period defined by the start date and end date Default value if none specified : Computed based on availability table
Overtime Hours	Defines the overtime hours in the period defined by the start date and end date Will be ignored if no overtime rule associated with the member Default value if none specified : Computed based on availability table and Overtime rule
Overtime Rule Name	The name of the overtime rule to associate the member with. Optional If name not found in the overtime list, no rules will be associated
Custom fields	Defines the value for a specific custom field Optional
Synchronized with JIRA worklogs	Specified if the staff member worked hours must be synchronized with JIRA worklogs Default value if none specified : false

You must have the edit rights on the folio to be able to import data.

Note

Since FOLIO Version 7.0, staff member availability and cost rates must be on separate lines.

example

"Category","Type","Name","Member","Description","Reporter","Cost Rate","Availability","Worked Hours","Overtime Hours","Start date","End date"
"SALARY","Administration","admin","admin","Project Manager","admin","45.00","","","","2014/07/13"
"SALARY","Administration","admin","admin","Project Manager","admin","","100.0000","","","2014/07/13","2015/03/30"

CSV Example for importing team members

"Category","Type","Name","Member","Description","Reporter","Cost Rate","Availability","Worked Hours","Overtime Hours","Start date","End date","Synchronized with JIRA worklogs","Overtime Rule Name"
"SALARY","Administration","admin","admin","Project Manager","admin","45.00","","","","2014/07/13","","false",""
"SALARY","Administration","admin","admin","Project Manager","admin","","100.0000","","","2014/07/13","2015/03/30","false",""
"SALARY","Developers","Michel dupont","mdupont","Intermediate J2EE developer","admin","35.00","","","","2014/07/13","","false",""
"SALARY","Developers","Michel dupont","mdupont","Intermediate J2EE developer","admin","","100.0000","","","2014/07/13","2015/03/30","false",""
"SALARY","Developers","Erika Lee","elee","Web designer","admin","35.00","","","","2014/07/13","","false","OT 1.5"
"SALARY","Developers","Erika Lee","elee","Web designer","admin","","100.0000","","","2014/07/13","2015/03/30","false","OT 1.5"

CSV Example for importing woked hours

"Member","Worked Hours","Overtime Hours","Start date","End date"
"admin","100.00","10","2014/08/31","2014/09/30"
"admin","110.00","","2014/10/01","2014/10/31"
"admin","115.00","","2014/11/01","2014/11/30"

CSV Example for importing wages

"Member","Cost Rate","Start date"
"elee","50","2014/11/08"
"elee","55","2014/12/09"

CSV Example for importing allocations

"Member","Availability","Start date","End date"
"admin","100.0000","2014/08/13","2014/09/30"
"mdupont","80.0000","2014/08/01","2015/03/30"
"elee","100.0000","2014/10/01","2014/11/30"