Importing non-salary effort is similar to using the Effort Importer.
- In the menu, click on the settings wheel and click on Imports.
- Click on Non-Salary Effort Importer.
- Click Import New File.
- Click Browse select a non-salary file. You can optionally select an individual to load from the file.
- Click Submit.
The new item will now appear in the Import Log. The process can take 5-10 minutes to complete. To clear any exceptions, follow the instructions in the effort importer article.
File Formatting
Your importer file must be in .csv format with the following columns: Employee ID, Employee Name (lastname, firstname), Account Number, Certification Period End Date, Percent Paid, and Actual Time.
If an employee has non-salary effort on more than one account, the Percent Paid and Actual Time should sum to 100.
The Certification Period End Date must fall with the certification period (quarter). In this example, 03/31/18 would indicate a certification period of 18Q02. 03/02/18 would also indicate a certification period of 18Q02.
