Personnel Import Beta - Import Spreadsheet Overview
Overview
When importing person records into BluSKY, it is crucial to understand the function of each column in the spreadsheet template. This documentation provides a comprehensive explanation of each column to ensure accurate and efficient data import.
Spreadsheet Columns Guide:
Person ID: An optional field used to identify the person within the system. If performing an update, the Person ID must match the system's existing records.
Person Action: Required for all entries. Dictates the action to be taken:
- A = Add
- D = Delete
- U = Update
- I = Ignore
Basic Info: A collection of required and optional fields including:
Company Name: Must match a company name from the Company Info tab (required).
Last Name: The person's surname (required).
First Name: The person's given name (required).
Nick Name: A non-mandatory field for the person's nickname.
Person's Office Floor: Indicates the default floor for the person within the building (required for On-premises).
Reception Floor Serving Person: The reception floor that serves the person (optional).
Default Hourspot for DE: Sets the default hourspot for Data Entry (optional).
Can Login to BluSKY: Specifies if the person has login permissions (optional).
Position/Title: The person's job title within the organization (optional).
Email Address: Contact email for the person, which must be unique if the 'Override email template' is not used (optional).
Gender: The person's gender, important for identification (optional).
Pronouns: Preferred pronouns for the person (optional).
Employee #: A unique identifier for the person as an employee (optional).
Start Date and End Date: Specifies the duration of the person's employment (optional).
Photo Name: The file name of the person's photo to be used in the system (optional).
Department Code: A code that identifies the person's department (optional).
Department Name: The name of the department where the person works (optional).
Work Environment: Identifies the type of work environment, such as remote or on-site (optional).
Employment Term: Specifies whether the employment is full-time, part-time, temporary, etc. (optional).
Worker Type: Classifies the type of worker, such as contractor, management, etc. (optional).
Office: The office location where the person is based (optional).
Office/Desk Location: An optional field for specifying the exact office or desk location of the person within the organization.
Emergency Contact Name: Optional information for the person's designated emergency contact.
Emergency Contact Relationship: Describes the relationship of the emergency contact to the person (e.g., spouse, parent, friend).
Emergency Contact Home: Optional column to provide the home phone number of the emergency contact.
Emergency Contact Work Phone: An optional field for the work phone number of the emergency contact.
Emergency Contact Mobile Phone: To provide the mobile phone number of the emergency contact.
Card 1 Action: Indicates the action for the first access card:
- A = Assign
- U = Unassign
- I = Ignore
Card 1 Facility Code: The facility code associated with the person's first access card (optional).
Card 1 Number: The number of the first access card issued to the person (optional).
Card 1 Start Date: The start date for the first access card's validity (optional).
Card 1 End Date: When the first access card's validity ends (optional).
(The pattern continues for Card 2 and Card 3 columns)
PIN #: An optional column to enter the Personal Identification Number associated with the person, if a PIN was issued.
Access Level 1 Action: Defines the action for Access Level 1:
- A = Assign
- U = Unassign
- I = Ignore
Access Level 1: The actual name of Access Level 1 that must match an existing name exactly within the system.
(The pattern continues for Access Level 2 to Access Level 10 columns)
ALG 1 Action: Stands for Access Level Group 1 Action, with valid values:
- A = Assign
- U = Unassign
- I = Ignore
Access Level Group 1: The exact name of Access Level Group 1 as it exists in BluSKY.
(The pattern continues for Access Level Group 2 to Access Level Group 10 columns)
Role 1 Action, Role 1 Name, Role 1 Scope Type, Role 1 Scope: These columns pertain to assigning roles to individuals, as previously outlined, and are consistent with earlier documentation.
Role 2 Action, Role 2 Name, Role 2 Scope: Follows the same principles as the Role 1 columns, but for the second role associated with the person.
Person Preference Action: Optional field to specify actions like assigning or changing preferences.
Biometric Reception Opt In: Indicates whether the individual opts into biometric identification at the reception. Enter 'YES' or 'NO'.
In Turnstile Sends Default Floor to DDE: Determines if the turnstile sends the person's default floor to the Destination Dispatch Elevator (DDE). Enter 'YES' or 'NO'.
Enable TFA: Specifies if Two-Factor Authentication is enabled for the individual. Enter 'YES' or 'NO'.
Mobile Phone: Optional field to provide a mobile phone number, which may be used for TFA or contact purposes.
Vehicle 1 Action: This column specifies the action to be taken for the first vehicle:
- A = Assign
- U = Unassign
- I = Ignore
Vehicle 1 Name: Enter the make or brand of the vehicle.
Vehicle 1 Plate Number: The license plate number for the vehicle, which must be less than 13 characters.
Vehicle 1 Region: The region or state where the vehicle is registered, and must match an existing region in the system.
Vehicle 1 Vehicle Type: Specifies the type of vehicle, such as car, SUV, truck, motorcycle, etc.
Vehicle 1 Allow License Plate Verification: Indicate 'YES' or 'NO' to specify if the vehicle's license plate should be subject to verification.
Vehicle 1 Make: The manufacturer of the vehicle.
Vehicle 1 Model: The specific model of the vehicle.
Vehicle 1 Color: The color of the vehicle.
Vehicle 1 Year: The year of manufacture of the vehicle. This value should be the actual year or newer.
( The pattern continues for Vehicle 2 columns)
UDF 1 Action: Determines the action for the first User-Defined Field:
- A = Assign
- D = Unassign
- I = Ignore
UDF 1 Label: The label for the first User-Defined Field as referenced from the System Info Sheet.
UDF 1: The actual data to be entered for the first User-Defined Field, as referenced from the Company Info tab.
(The pattern continues for UDF 2 to UDF 5 columns)