Instead of manually updating data in Fingercheck, you can import employee, PTO, schedule, rate, and payroll information by mapping data in a CSV file with fields in Fingercheck.
In this article, you will learn:
How to prepare your CSV file
In Fingercheck, you can import data for:
Employee information (such as phone numbers and email addresses)
PTO accrual information
Schedule information
Employee rate information
Payroll data
Create a comma-separated values (CSV) file that lists the data you want to import. Each column should have a heading that will map to a field in Fingercheck. The data to include in this file depends on what type of import you want to do.
For example, if you select EmployeeRateInformation when creating a data exchange mapping (step 5 in How to map the data to import below), you can map to the fields shown in the drop-down list below (step 10 in How to map the data to import below).
A CSV file for this mapping might look something like this:
The column headings do not have to match, but make sure you know how they should map to the related Fingercheck fields.
How to map the data to import
Log in to your Fingercheck account as an Administrator.
Click the SETUP tab > System > Data Exchange Mappings.
Click Add.
In the screen that appears, enter a Code and Description.
Select a Mapping Type.
As shown below, you have five options.Click Build.
The Builder window appears.Click Upload File, and upload your CSV file.
In the same Builder window, click Build to populate the Source drop-down list.
From the Source drop-down list, select the column name from your CSV file.
From the Destination drop-down list, select the Fingercheck field to which you want to map the data.
Click Add.
Repeat steps 9 – 11 for all of the column/field combinations you want to map.
Click Save.
How to import the data
Log in to your Fingercheck account as an Administrator.
Click the EMPLOYEES tab.
Click the hamburger icon, and select Exchange Employee Data.
The following dialog box appears.
Leave the Job Type as Manual.
From the Data Exchange Type drop-down list, select the mapping type you selected in step 5 in How to map the data to import above.
From the Mapping drop-down list, select the mapping you created in How to map the data to import above.
Click Choose File and select the CSV file you created.
Click OK.
The data in the CSV file is mapped into Fingercheck.
As always, we aim to enhance your experience here at Fingercheck with not only new enhancements but with guides to provide you with the direction and support needed to navigate the system with ease.
If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or by using our in-app messaging feature by logging into our secure site and initiating a conversation.
To learn more about our cost-effective and user-friendly cloud-based time and attendance software, check out our website at Fingercheck.com.