Importing Employee Records from TSheets
If you use
TSheets as your time and attendance tracking software, you can import your employee records from TSheets into Denali. Because Denali stores more information than TSheets, such as Pay Rates and Leave Codes, you will need to
update the records in Denali after you import them.
NOTE: If you don’t have employee records set up in Denali or TSheets, we recommend you create the records in Denali and export them to TSheets. |
After you import employee records and make changes in Denali, employee general information, pay rates, and leave is automatically updated in TSheets each time you save the record in Denali. You will not need to export information each time you make changes.
Employees that are archived in TSheets won’t be included when you import. If an employee has an inactive status in Denali and an active status in TSheets, the employee will be updated with the status from TSheets.
To import employee records from TSheets
1 In Payroll, select Employees > Import Employees from TSheets from the left navigation pane. The Import Employees from TSheets window will open.
2 If you are not already logged into TSheets through Denali, the login window will appear. Log in with your TSheets credentials.
Click thumbnail for larger view of Business image.
Click thumbnail for larger view of Fund image.
3 Type in the range of TSheets Usernames you want to import.
These become Employee Numbers in Denali.
4 If you are importing employees that don’t exist in Denali, type a Department or Program Code or use the Lookup to choose a default department or program for these employees.
You can change the Department or Program Codes on employee records after you import, but a department or program must be defined before you import.
5 If you are importing employees that don’t exist in Denali, type an Active and Inactive Status Code or use the Lookups to select them.
You only need to enter an inactive status if you are importing employees that are archived in TSheets but have an active Status Code in Denali (if you want to set the range of employees you are importing to inactive).
You can change the Status Codes on employee records after you import, but a status must be defined before you import.
6 Click OK to import employee records.
Published date: 03/31/2021