Work Code Import Example - TPS Cloud Axis

Posted over 4 years ago by Giovanna Zisopulos

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In the Tools Menu, the Import feature offers an option to Import Work Codes. This section allows the firm to view or use the predefined work code templates or upload your personalized work code structure using the Sample provided.

Predefined Work Code Templates:
Within the predefined options, you'll notice the 'Preview' buttons alongside each work code template to easily download examples of work code structures to choose the most fitting format for your organization. To use any of the predefined options click on 'Use Template' to then 'Import'.

Import Work Codes Using the Provided 'Sample' Excel Document:

Understanding the Configuration of Columns for Importing Work Codes with Our Sample Excel Document is Vital. Here, we provide explanations and examples for the specific data each column requires.

Sample Excel document.

Work ID column represents the record number and should follow a sequential order (1,2,3, 4, 5, etc.)
Work Type column is used to specify whether it is a:
- TYPE
- WORK CODE
- SUBTYPE
Parent Column - assigns the order for organizing Work Code items as follows:
- TYPE (main folder), leave the Parent column blank.
- SUBTYPE (subfolder) should specify the 'WorkID' column number of the corresponding Type.
- Work Codes used in time entries, you'll need to specify the 'WorkID' column number corresponding to either the 'Subtype' or 'Type.'
Type column identifies if it is:
- CHARGEABLE
- EXPENSE
- NONCHARGEABLE
Rate Level is determined by the number assigned to the employee properties rate level.
Work Code represents that Work ID or Code, it could be alphanumeric.
Name is the Work Code Name.
Tax1 needs to be set as either:
- TRUE
- FALSE
Tax 2 needs to be set as either:
- TRUE
- FALSE
Tax 3 needs to be set as either:
- TRUE
- FALSE