Automatic File Load - workdesk.com.au WFL WorkDESK Automat… · What are the Data File Layouts The data file layouts in the following pages allow you to import data into WorkDESK

Automatic File Load WorkDESK Automatic File Loading

WorkDESK Automatic File Loading - Data File Format

Commercial in Confidence Unauthorised publication or duplication is not permitted Copyright © 1983 - 2012 –Temp Computer Systems Pty Ltd WorkDESK Automatic File Load – ver 12.3108

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Copyright 1983 - 2012

Temp Computer Systems Pty Ltd and others. Information in this documentation is subject to change without notice. Temp Computer Systems Pty Ltd has taken due care in preparing this Guide; however, nothing contained herein modifies the standard Terms and Conditions of Use of the product. No ownership of any software developed by Temp Computer Systems Pty Ltd is transferred and any use beyond the aforesaid Terms and Conditions without the written permission of a Director of Temp Computer Systems Pty Ltd is expressly prohibited. June 2012

Temp Computer Systems Pty Ltd (ABN 13 010 316 766)

P O Box 1236, TOOWONG, 4066, Australia

Support: 1800 445 581

Telephone: (+617) 3377 3677 Fax: (+617) 3377 3636

Email: [email protected]

Http//www.workdesk.com.au

mailto:[email protected]



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Contents WorkDESK Documentation Roadmap .......................................................................................................................... 5 WorkDESK File Import .................................................................................................................................................. 5 What makes for a successful File Load ........................................................................................................................ 5 What are the Data File Layouts .................................................................................................................................... 6 How to Import ................................................................................................................................................................ 6 The importance of Backup ............................................................................................................................................ 7 File Formats .................................................................................................................................................................. 8 CLIENT MASTERFILE .................................................................................................................................................. 9 SEARCH CODES ....................................................................................................................................................... 10 CANDIDATE SKILLS .................................................................................................................................................. 12 EDUCATION, OTHER INTERESTS & CONSULTANT COMMENTS ........................................................................ 12 EMPLOYEE MASTERFILE ......................................................................................................................................... 15 ALLOWANCE/DEDUCTION INFORMATION ............................................................................................................. 16 JOB ORDER MASTERFILE ....................................................................................................................................... 19 DETAILED CONTACT HISTORY ............................................................................................................................... 20 CLIENT STATIC TEXT ............................................................................................................................................... 21 JOB ORDER STATIC TEXT ....................................................................................................................................... 22 EMPLOYEE TIMESHEET DATA ................................................................................................................................ 23 CANDIDATE CATEGORY .......................................................................................................................................... 25 CLIENT INDUSTRIES ................................................................................................................................................. 26 CANDIDATE SKILL CODES ....................................................................................................................................... 27 GENERAL LEDGER PERIOD END DATES............................................................................................................... 28 ALLOWANCE/DEDUCTIONS ..................................................................................................................................... 29 GENERAL LEDGER CODES ..................................................................................................................................... 30 DOCUMENT LAYOUTS.............................................................................................................................................. 32 TAX TABLES .............................................................................................................................................................. 33 UNPAID CLIENT INVOICES ...................................................................................................................................... 34 CLIENT ADDITIONAL CONTACT PERSONS............................................................................................................ 35



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WorkDESK Documentation Roadmap There are a series of Manuals available to WorkDESK users. One copy of each Manual is provided with the Software Installation kit. Additional copies of each Manual can be printed from the PDF file copy which may be found in the Help subfolder of the WorkDESK Installation folder (which is usually named “tempsys”).

• WB1 - WorkDESK WorkBOOK One – WorkDESK starts here – walks you through “the basics” • WB2 - WorkDESK WorkBOOK Two – Consultants – including DESKtops and Outlook Integration –

describes the facilities available to Consultants and their support staff • WB3 - WorkDESK WorkBOOK Three – Payroll, Billing and Bookkeeping – for the “back office” staff – Payroll, Invoicing and

Accounting • SMG - WorkDESK Installation & System Manager’s Guide, which details initial software installation

instructions plus procedural and system setup information • WFL - WorkDESK File Load – import data into WorkDESK • WDW - WorkDESK DocumentWriter – design document layouts • WEB – WorkDESK WeBKit User Manual – connect your web site to your WorkDESK database • WRG – Report Generator Manual – create custom reports - needs the Report Generator licence to use • WUE – WalkDESK User eGuide

WorkDESK File Import Your Data is the most valuable part of your Information Systems. When Installing WorkDESK we recognise that you may need to import as much of that data from your existing systems to ‘hit the ground running’. To facilitate this import, WorkDESK publishes this document to describe a File Format that may be read with pre-determined understanding, and using the data you provide, populate key files in your new WorkDESK Database. The following File Formats will allow useful data to be imported into WorkDESK. You will derive benefit from using these Formats however acknowledgement must be given to the fact that we cannot mimic every ‘association’ or link in loading data using these Formats that can be achieved by using the full WorkDESK System an loading the information via the keyboard. You, the User, must weigh up the benefit of getting lots of data in the system very quickly vs. having given away the opportunity to quality control the information you initially load. That said, many Users have used this tool to great advantage to load your familiar data very quickly.

What makes for a successful File Load Follow a few simple steps and your File Load will be successful:

• Know the data you are exporting – if you weed out questionable information prior to importing you will not have to edit it in WorkDESK later

• Backup WorkDESK prior to each batch of data imported. After the import step, critically examine the data loaded. Print Reports, use the View Screens and generally ‘walk’ through using the information. If you are not happy you ‘got it right’, Recover to a backup prior to the import. Modify the import files and try again. This step will essentially mean you have absolute control prior to releasing the System to Users.



6 • It is far easier to ‘edit’ pages of information in Excel (or your existing System) prior to

importing into WorkDESK • Ask for assistance from WorkDESK Support Staff if you are unsure about any poin • Study the View Screens and Sample Data in the ‘Training Company” supplied as part of

your Installation Kit.

What are the Data File Layouts The data file layouts in the following pages allow you to import data into WorkDESK using “Comma-delimited ASCII” (CSV files). If you are using Data in a flat file can be manipulated, columns repositioned, etc using Microsoft Excel or any text editor for simple manipulation. Once the import file has been created it should be placed in the tempsys\master folder on your WorkDESK server using the name listed below for the particular data type. All files have a ‘.csv’ extension (prior to WorkDESK Version 12 this was ‘.mas’.

How to Import Login to WorkDESK (don’t forget the Backup step) and select System System Control Automatic File Loading tab. The following screen shows an example of what you will see. On entry to the screen, WorkDESK examines the contents of the tempsys\system folder on the Server and if a file is present then the selection box is enabled for you to select. In the example screen, a file for Candidates, Clients and Employees was present and these items have been enabled for selection. Options for Candidates, Clients, Employees and SkillMaster allow for duplicate items to be skipped, or you may select the method the Automatic Code Generator will follow to create the Code for the item to be inserted. Each record in WorkDESK must have a unique code.



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The importance of Backup This cannot be stressed enough. If you Backup prior to importing each batch of data, and inspect it thoroughly after importing, you have an opportunity to correct (in bulk) anything you are not happy with before committing and moving on to the next file, or placing the system in the hands of your Users. You must always BACKUP before you import any data into the WorkDESK database. If the import program “dies”, “hangs” or “crashes” whilst your data is being down-loaded, recover from the BACKUP and closely examine the contents of your Comma-delimited file for errors.



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File Formats The following is the list of File Formats understood by the Automatic File Loading Screen in WorkDESK. These layouts are generic across all Country Versions of WorkDESK. Where there are variations required by a specific Country, you will see the Format specifies the Country Code to which the item applies:

• AU – Australia • NZ – New Zealand • UK – United Kingdom • US – United States

If a field applies to one or more Countries (and not your Country) you must populate the field with the default value shown. You cannot omit the field otherwise your file load will fail! A final word – please read the notes applied to each section. Good Luck, and remember – Backup!

WorkDESK File Type File Name Page

Clients CLIENT.csv 9 Candidates APPL.csv 11 Employees EMPL.csv 15 Job Orders JOBS.csv 19 Detailed Contact History CONDET.csv 20 Client Static Text CLITXT.csv 21 Job Order Static Text JOBTXT.csv 22 Employee Timesheet Data TIMES.csv 23 Candidate Categories APCAT.csv 25 Client Industries CLIND.csv 26 Candidate Skill Codes SKILL.csv 27 General Ledger Period End Dates GLPED.csv 28 Allowance/Deductions ALLDED.csv 29 General Ledger Codes GL.csv 30 Document Layouts DOC.csv 32 Tax Tables TAXTABLE.csv 33 Invoices CLIINV.csv 34 Client Additional Contact Persons CONPER.csv 33



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CLIENT MASTERFILE Following is the layout required for Data stored in a sequential, or "flat" file, to be automatically loaded into the WorkDESK database. Individual fields are to be separated by commas, consequently all punctuation of any kind must be eliminated from the source data. Each Client is to be terminated with a <RETURN>> (CR/LF) character. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH MANDATORY & UNIQUE Client Code 7 alpha a valid unique code is

mandatory Client Name 75 alpha note 1 at least one space Address 1 50 alpha note 2 ditto Address 2 45 alpha note 2 ditto Address 3 45 alpha note 2 ditto Address 4 45 alpha note 2 ditto Address 5 45 alpha note 2 ditto Address 6 45 alpha note 2 ditto State - AU - US

3 alpha 2 alpha

ditto

Post Code 10 alpha ditto Postal Address 1 50 alpha note 3 ditto Postal Address 2 45 alpha note 3 ditto Postal Address 3 45 alpha note 3 ditto Postal Address 4 45 alpha note 3 ditto Postal Address 5 45 alpha note 3 ditto Postal Address 6 45 alpha note 3 ditto Postal State 3 alpha ditto Postal Post Code 10 alpha ditto First Contact Person Name 60 alpha note 1 ditto First Contact Title 60 alpha note 1 ditto First Contact Salutation 60 alpha note 1 ditto First Contact Email Address 70 alpha note 1 ditto Telephone Number 15 alpha note 1 ditto Fax Number 15 alpha note 1 ditto Comments 70 alpha note 1 ditto Referral Information 20 alpha note 1 ditto Http Address 40 alpha note 1 ditto Industry Code 4 alpha note 4 a valid Industry Code

expected Office Start Time 4 numeric 0000 to 2359 Office End Time 4 numeric 0000 to 2359 Client Rating 1 numeric 1 to 9 Mail Flag 1 alpha Y or N Open Item Flag 1 alpha Y Invoice Billing Group 1 alpha at least one space or A to

Z ABN 11 alpha note 6 space or a valid ABN GST/VAT Exempt 11 alpha space or 1,2,3,4,7



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SEARCH CODES In addition to basic Client information, the System will accept input of any number of Search Attributes for each Client. These should be a stream of mnemonics of up to 7 characters in length. The codes will be added automatically to the "Search Attribute Register" as new ones are encountered, but you will need to subsequently "Alter" the Descriptions for those Search Attributes to enter the Attribute Description. The Client flat file information would appear as follows: BERADV,Berriman Advertising Pty Ltd,22 Queen Street,SYDNEY,... etc File information at the "Search Attribute end" will appear as follows: ….0900,1700,1,Y,N, ,N,WORD97,WIN95,NT40,PABX…..etc Notes: 1 This alpha region is reserved for variable length text and must not exceed 331 characters. 2 Street address region. Variable length text must not exceed 414 characters. 3 Postal address region. Variable length text must not exceed 414 characters. 4 If the Industry Codes nominated does not exist in the database, this item will be automatically

inserted with the description “Added by TXINST” 5 This field should be ‘space’ unless there is a valid Document Code in the previous field 6 ABN must be a valid ABN. If the number does not validate the ABN will be blanked



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CANDIDATE MASTERFILE Following is the layout required for Data stored in a sequential, or "flat" file, to be automatically loaded into the WorkDESK Database. Individual fields are to be separated by commas, consequently all punctuation must be eliminated from the Source Data. Each Candidate is to be terminated with a <RETURN> > (CR/LF) character. The Base section of the Candidate Record is the minimum required. You may optionally supply Candidate Skills, Education, Other Interests, Employment History and Consultant Comments. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Candidate Code 7 alpha a valid unique code is

mandatory Occupation Category 3 alpha note 4 mandatory Title 1 alpha note 7 Must be one of list (see

note) Surname 30 alpha note 1 at least one space First Names 45 alpha ditto Address 1 45 alpha note 2 ditto Address 2 45 alpha note 2 ditto Address 3 45 alpha note 2 ditto Address 4 45 alpha note 2 ditto Address 5 45 alpha note 2 ditto State - AU - US

3 alpha 2 alpha

ditto

Post Code 10 alpha ditto Home Telephone 15 alpha note 1 ditto Business Telephone 15 alpha note 1 ditto Mobile/Cell Telephone 15 alpha note 1 ditto Message Telephone (leave a message) 50 alpha note 1 ditto Fax 15 alpha ditto Email 40 alpha ditto Tax File Number 40 alpha note 1 ditto B/S/B 6 alpha note 1 ditto (numeric only) Bank Account Number 15 alpha note 1 ditto Building Society Member Number (UK) 15 alpha note 1 note 8 ditto Next of Kin Occupation 40 alpha note 1 note 3 ditto Serious Illnesses 40 alpha note 1 note 3 ditto Home Phone 40 alpha note 1 ditto Place of Birth 30 alpha note 1 note 3 ditto Nationality 20 alpha note 1 note 3 ditto State of Health 40 alpha note 1 note 3 ditto Note (line 1) 50 alpha note 1 note 3 ditto Note (line 2) 50 alpha note 1 note 3 ditto Note (line 3) 50 alpha note 1 note 3 ditto Sex 1 alpha M or F Marital Status 1 alpha note 5 Single, Married

Divorced, Widowed P Separated, (Parted) Engaged, F de Facto



12 or blank (Unknown)

Currently Employed 1 alpha note 5 Y,N or blank Home Status 1 alpha note 5 Renting, Buying

Owned or blank (unknown)

Prepared to travel Intrastate 1 alpha Y,N or blank Prepared to travel Interstate 1 alpha Y,N or blank Prepared to travel Overseas 1 alpha Y,N or blank Drivers Licence 1 alpha Y,N or blank Car (use for business) 1 alpha Y,N or blank Birth Date 6 numeric ddmmyy (241105) or

mmddyy (112405) US or zero (default to Jan 1, 1901)

Application Date 6 numeric ddmmyy (241105) or mmddyy (112405) US or zero (default today’s date)

Type of employment looking for 1 alpha Temp, Permanent Contract, Part-Time, Anything (blank)

Hourly Rate of pay expected Numeric (###.##) Maximum 999.99 or zero Annual Salary package expected Numeric (#######) Maximum 9999999

or zero Job Seeker ID 10 alpha note 6 Detail or blank

CANDIDATE SKILLS In addition to basic Candidate information, the system will accept input of up to 90 Skills for each Candidate. These should be a stream of mnemonics of up to 6 characters in length, with or without a Skill rating value. The codes will be added automatically to the "Skills Register" as previously unused codes are encountered, but you will need to subsequently "Alter" the Descriptions for those Skills to enter the correct Skill Description. To upload the rating with each Skill you can enter the rating value in square brackets ie SKILLCODE[4] eg …,CBASIC[3],…. The flat file information will appear as follows: ADAMGH,ADAMSON,George Henry,Housewife,None,3870 3434,3870 1722,... etc. File information at the "Skill end" will appear as follows: ...,M,121052,170693,CMSDOS,CBASIC[3],IBM38, etc.

EDUCATION, OTHER INTERESTS & CONSULTANT COMMENTS All lines are optional. You can only use these codes once for each candidate. Each type must start on a separate line eg

<@SED@>Followed by unlimited freeform text followed by <@EED@> - for Education Information <@SOT@>Followed by unlimited freeform text followed by <@EOT@> - for Other Interests Information <@SCO@>Followed by unlimited freeform text followed by <@ECO@> - for Consultant Comments Information



13 If the details for the Candidate record includes information for Education, Other Interests and/or Consultant Comments, but DOESN’T include any Employment History for the Candidate you MUST include the code <@END@> before information for the next Candidate code. EMPLOYMENT HISTORY

Employment History is optional. Each Employment History record needs to be on separate. Each Candidate may have one or more Employment History records.

FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Start of record marker 7 alpha <@SEH@> Employer Name 40 alpha one space Position 30 alpha one space Date Started 15 alpha one space Date Finished 15 alpha one space Salary 999999 numeric 0 – 999999 Reason for leaving 20 alpha one space End of record marker 7 alpha <@EEH@>

Employee Notes can be also included by using the codes <@SEN@> & <@EEN@> which must be placed after Reason for Leaving and BEFORE the <@EEH@> code. Eg <@SEH@>Temp Computer Systems, Administration, 10 July 2000,Present,0, , <@SEN@>All References Checked<@EEN@><@EEH@> You MUST enter the code <@END@> after the LAST Employment History line for a Candidate EXAMPLE 1: The flat file information for a complete Candidate record including basic information, Skills, Education, Other Interests, Consultant Comments and Employment History would appear as follows: SBGGGG,ABRAMS,Jennifer Susan,Husband John (Bank Manager),None,233-5993,244-5983,John Abrams (Husband) 288-6759(w),Talmo GA,U.S.,Fine,8 Astor Avenue,Toowong,Brisbane,[email protected],0412 344 654,ZZZ,4069,F,M,Y,B,N,N,N,Y,Y,S,071273,110797,AACCPA[2],CNOV4[1],IACP,IFIN,MIBM,OAPAY,OCOMPA,OPERSO,PMSAL,QBUS <@SED@>Education, High School Certificate, BA Arts, BA Information Technology<@EED@> <@SOT@>Other Interests, Fishing Hiking, Renovating, Gardening, Swimming, Horse Riding<@EOT@> <@SCO@>Brought all references to interview, Neatly dress, Reading, Writing, Computers, Web Design<@ECO@> <@SEH@>Temp Computers Systems,Sales,May 1990,to date,0,Change Careers<@EEH@> <@SEH@>WorkDESK Personnel,Administration,May 2000,July 2002,0,Various Temporary Assignments<@SEN@>this should be displayed in the bottom window<@EEN@><@EEH@><@END@> EXAMPLE 2: The flat file information for a Candidate record including basic information, Skills, Education, Other Interests and Consultant Comments would appear as follows: SBGGGG,ABRAMS,Jennifer Susan,Husband John (Bank Manager),None,233-5993,244-5983,John Abrams (Husband) 288-6759(w),Talmo GA,U.S.,Fine,8 Astor Avenue,Toowong,Brisbane,[email protected],0412 344 654,ZZZ,4069,F,M,Y,B,N,N,N,Y,Y,S,071273,110797,AACCPA[1],CNOV4,IACP,IFIN,MIBM,OAPAY,OCOMPA,OPERSO,PMSAL,QBUS <@SED@>Education, High School Certificate, BA Arts, BA Information Technology<@EED@>



14 <@SOT@>Other Interests, Fishing Hiking, Renovating, Gardening, Swimming, Horse Riding<@EOT@> <@SCO@>Brought all references to interview, Neatly dress, Reading, Writing, Computers, Web Design<@ECO@><@END@> EXAMPLE 3: The flat file information for a Candidate record including ONLY basic information, and Skills would appear as follows: SBGGGG,ABRAMS,Jennifer Susan,Husband John (Bank Manager),None,233-5993,244-5983,John Abrams (Husband) 288-6759(w),Talmo GA,U.S.,Fine,8 Astor Avenue,Toowong,Brisbane,[email protected],0412 344 654,ZZZ,4069,F,M,Y,B,N,N,N,Y,Y,S,071273,110797,AACCPA[2],CNOV4[3],IACP[5],IFIN[3],MIBM[3],OAPAY[5],OCOMPA[3],OPERSO,PMSAL,QBUS Notes: 1 This alpha region is reserved for variable length text and must not exceed 302 characters. 2 Street address region. Variable length text must not exceed 414 characters. 3 The screen prompt for this field may be renamed. 4 If the Candidate Category (Occupation Category) Code nominated does not exist in the database,

this item will be automatically inserted with the description “Added by TXINST” 5 The letter underlined indicates accepted valid response to this field 6 Job Seeker ID is only required if the database has the Job Network facility activated. If not activated,

this field must not be present. To activate Job Network facility see System System Control Maintain System Control File Control Accounts and select Job Network.

7 Candidate Title is one of M – Mr; S – Ms; I – Miss; R – Mrs; D – Doctor; S – Sir; X – Dame; L – Lord; H – Right Honourable; N – Honourable; P – Prof; E – Associate Professor; B – Brother; T – Sister; F – Father; O – Mother An Invalid Title will be changed to ‘M’

8 This field is active only in the UK version. All other countries leave a blank in this field



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EMPLOYEE MASTERFILE Following is the layout required for Data stored in a sequential, or "flat" file, to be automatically loaded into the WorkDESK Database. Individual fields are to be separated by commas, consequently all punctuation must be eliminated from the Source Data. Each Candidate is to be terminated with a <RETURN> > (CR/LF) character. Candidate and Employee records are stored in the database and share a common Address record when the Candidate and Employee Codes match. Payroll statistics will also update the Candidate record as a by-product of Payroll Update. The Base section of the Employee Record is the minimum required. You may optionally supply Allowance/Deduction information. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Employee Code 7 alpha a valid unique code is

mandatory Cost Category 2 alpha note 4 A or a valid Cost

Category code Title 1 alpha note 5 Must be one of list (see

note) Surname 30 alpha note 1 note 6 at least one space First Names 45 alpha ditto Address 1 45 alpha note 2 ditto Address 2 45 alpha note 2 ditto Address 3 45 alpha note 2 ditto Address 4 45 alpha note 2 ditto Address 5 45 alpha note 2 ditto State - AU - US

note 10 3 alpha 2 alpha

ditto

Post Code 10 alpha ditto Telephone 15 alpha note 1 ditto Sex 1 alpha M or F Pay Frequency 1 alpha C – Casual (default)

S – Subcontract W – Weekly F – Fortnight M – Month P – Terminated

Pay Method 1 alpha C – Cash (default) Q – Cheque Z – Direct Deposit

Tax Scale - Tax Code (NZ/UK)

4 alpha note 11 1 – 8 AU (2 is default)

Zone Allowance 1 alpha one space Pay required 1 alpha Y Tax Declaration Received 1 alpha Y or N Tax File Number (Aus) - NZ IRD Number (NZ) - National Insurance Number (UK)

11 alpha note 11 Number or one space



16 - Social Security Number (US) Medicare Variation 1 alpha Y or N Any Spouse? (AU NZ UK) - Single or Married (US)

1 alpha note 13 Y or N S – Single or M - Married

Subcontractor ABN (AU) - Spouse IRD (NZ) - Blank field (UK US)

9 alpha one space

Pay Group 2 alpha one space or a valid Pay Group

Applied for Super? (AU) - Previous Employment Status (NZ UK US)

1 alpha note 9 Y one space

Subject to HECS? 1 alpha Y or N Subject to SFSL?/Bill GST 1 alpha Y or N Subcontractor Bank Account Name 30 alpha one space Birth Date 6 numeric ddmmyy (241105) or

mmddyy (112405) US - mandatory for Superannuation in AU

Date Commenced 6 numeric ddmmyy (241105) or mmddyy (112405) US

Date Paid To 6 numeric ddmmyy (241105) or mmddyy (112405) US

Date Terminated 6 numeric ditto Gross Pay YTD 999999.99 note 12 0.00 (AU NZ UK US) Tax Deducted YTD 999999.99 note 12 0.00 (AU NZ UK US) Gross Pay Previous Employer 999999.99 note 12 0.00 (UK only) Tax Deducted Previous Employer 999999.99 note 12 0.00 (UK only) Termination Pay paid YTD 999999.99 note 12 0.00 (AU only) Leave Loading Amount Paid YTD 999999.99 note 12 0.00 (AU only) Days Worked YTD 999 note 12 0 (AU NZ UK US) Student Loan YTD 999999.99 note 12 0.00 (UK only) Tax Credits YTD 999999.99 note 12 0.00 (UK only) NI Employee YTD 999999.99 note 12 0.00 (UK only) NI Employer YTD 999999.99 note 12 0.00 (UK only) NI Table 1 alpha one space or Table (UK

only) Holiday/Vacation Hours accrued 9999.99 note 12 0.00 (AU NZ UK US) Sick Hours accrued 9999.99 note 12 0.00 (AU NZ UK US)

ALLOWANCE/DEDUCTION INFORMATION You can only use these codes once for each Employee. Each Allowance/Deduction/Bank Detail must start on a separate line. If you are importing Year To Date Balance totals of Allowance/Deductions you must reconcile the

totals within WorkDESK once the File Load process is completed – this is an Accounting exercise. Seek help from WorkDESK Support if unsure.

<@SEA@>Followed by comma delimited Allowance/Deduction fields followed by <@EEA@> <@END@> must appear after the last Allowance/Deduction for an Employee.



17 FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Start of record marker 7 alpha <@SEA@> (Note do not

place a comma after this field)

Allowance/Deduction code 4 alpha note 3 A### D### Z***

Amount Payable 9999.99 numeric 0.00 Amount Paid Year To Date 99999.99 numeric 0.00 Bank Account Number or - Superannuation Member Number

15 alpha note 7 one space

B/S/B (Aus/NZ) - Sort Code (UK) - Bank code (US)

6 alpha note 8 9 alpha 9 alpha

one space

Building Society Member Number (UK) 17 alpha note 9 one space End of record marker 7 alpha <@EEA@ (Note do not

place a comma before this field)

Valid Allowance/Deduction codes must have been entered FIRST. Entries for non-valid Allowance/Deduction codes will be rejected. Direct Deposit Entries without Account Number and B/S/B will be rejected. Include <@END@> after the last Allowance/Deduction for an Employee (on the same line as the last record) The file information would appear as follows: ADAMGH,A,Georgina Hayley,ADAMS,22 High Street,TOORAK,3111,9445 9999,F,...etc <@SEA@>A200,19.25,176.25,” “,” “<@EEA@> <@SEA@>A800,7.00,0.00,”12345678”,” “<@EEA@> <@SEA@>ZAAA,0.00,0.00,”133-123-22”,”123-123”<@EEA@><@END@> Notes: 1 The Cost Category Code must already exist. Cost Category references a General Ledger Account to

which the Pay Cost for this Employee will be posted during Payrun. 2 Street address region. Variable length text must not exceed 414 characters. 3 Allowance/Deduction/Bank Code must already exist. The Code begins with a capital letter:

A – Allowance; D – Deduction; Z – Bank Account Details for Electronic Funds Transfer. • Allowance/Deduction Code is followed by a number in the range 200 – 999 (see WorkDESK

Manual for additional rules regarding these ranges and use) • Z Codes have three Alpha/Numeric characters (eg ZNAB, ZWP1, ZWP2). (See WorkDESK

Manual for additional rules and guidance when defining these codes) • A/D codes

000-199 Delete from Employee during Payroll Update 200-599 Zero the Amount to be Paid during Payroll Update 600-999 Not changed during Payroll Update

4 The Cost Category Code must already exist. Cost Category references a General Ledger Account to which the Pay Cost for this Employee will be posted during Payrun.

5 Candidate Title is one of M – Mr; S – Ms; I – Miss; R – Mrs; D – Doctor; S – Sir; X – Dame; L – Lord; H – Right Honourable; N – Honourable; P – Prof; E – Associate Professor; B – Brother; T – Sister; F – Father; O – Mother



18 An Invalid Title will be changed to ‘M’

6 Employee Name is typically reported to Tax Office/Inland Revenue and should contain the name of the Employee appearing on the Employment Declaration (ie do not include alias names)

7 Superannuation Member Numbers – if the Fund is a Recruitment Super Fund, member numbers contain a check digit. Including the check digit the total length of the number is 8 characters (prefixed with zeros if required) Bank Account Numbers – should not contain any punctuation ‘-‘ or non numeric characters

• Field length AU – 15 NZ – 15 UK – 10 US - 17

Other – If the record is not for Super or Bank this field should contain one space 8 B/S/B, Sort Code, Bank Code

• Field length AU – 6 (numbers only, no spaces or ‘-‘) NZ – 3 UK – 9 US – 9

9 This field must be present for all file loads (AU, NZ, US and UK) 10 UK and NZ – this field is one space; AU enter (up to) 3 character State Code; US enter 2 character

State Code 11 See WorkDESK Manual for Country specific requirements for this field 12 All fields are mandatory. If your Country does not require this field you place a zero here. Totals

imported must be reconciled in WorkDESK by printing relevant reports and agreeing totals imported with your previous system.

13 Select the correct value for your Country. Default is ‘S’ for US Version or ‘N’ for other Countries



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JOB ORDER MASTERFILE As described for Clients and Candidates. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Job Order Number 7 alpha mandatory Client Code 7 alpha must be valid Phoned in by 40 alpha onespace Client Contact 40 alpha onespace Job Position Title 40 alpha onespace Revenue Analysis Code 6 numeric 900.00 Revenue Analysis Code 2 6 numeric onespace Cost Analysis Code 1 6 numeric onespace Cost Analysis Code 2 6 numeric onespace Hourly Cost or % Fee 6 numeric to 999.99 Hourly Charge Rate 6 numeric to 999.99 Job Order Type 1 alpha P - Permanent T - Temporary C - Contract Already Invoiced? 1 alpha N Job Status Flag 1 alpha A - Active Bill Before Placement 1 alpha N Charge Method 1 alpha J Award 1 numeric 0 Consultant this Job 4 alpha must be valid Consultant 2 4 alpha onespace Consultant 3 4 alpha onespace % Consultant 1 3 numeric 100 % Consultant 2 3 numeric 0 % Consultant 3 3 numeric 0 Annual Salary (Perm only) 6 numeric 0 **Job Network Code 10 alpha blank or code Overhead Accrual code[Overhead Accrual Version only ) 8 alpha onespace The flat file information will appear as follows: 940033,BERADV,Fred Smith,Fred Smith,Branch Accountant,900.00, , , ,19.50,..etc Note: **Job Network Code is only required if the database has the Job Network facility activated. If not activated, this field must not be present. To activate Job Network facility see System System Control Maintain System Control File Control Accounts and select Job Network.



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DETAILED CONTACT HISTORY As described for Clients and Candidates. Consultant code is mandatory. One contact detail entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Date 6 numeric ddmmyy Consultant code 4 alpha mandatory Client code 7 alpha at least one space Candidate code 7 alpha at least one space Job Order code 7 alpha at least one space Contact type 1 alpha P – Phone V – Visit I – Candidate Interview A – Advertising L – Letter M – Miscellaneous C – Client Interview N – New Business R – Add Response Q – Quality check F – Fax E – Email S - SMS Text freeform (no punctuation) 250 alpha The flat file information will appear as follows: 120398,GAH,AETINS, , ,Spoke with John Sutherland. New Contract …..



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CLIENT STATIC TEXT The free form text can contain carriage returns, line feeds and punctuation within the text. Each line terminated with @@@. Text will be appended to any existing text for the Client, allowing multiple chunks of data. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Client Code 7 alpha must be a valid Client code Text information 1000 alpha at least one character The flat file information will appear as follows: AETINS,This is an example of free form text.@@@



22

JOB ORDER STATIC TEXT The free form text can contain carriage returns, line feeds and punctuation within the text. Each line terminated with @@@. Text will be appended to any existing text for the Job Order, allowing multiple chunks of data. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Job Order Code 7 alphanumeric must be a valid Job Order code Text information 1000 alpha at least one character The flat file information will appear as follows: 9800123,This is an example of Job Description free form text.@@@



23

EMPLOYEE TIMESHEET DATA Following is the layout required for Data stored in a sequential, or "flat" file, to be automatically loaded into the WorkDESK Database. Individual fields are to be separated by commas, consequently all punctuation must be eliminated from the Source Data. Each Employee Timesheet line is to be terminated with a <RETURN> character. This version type allows for up to ten Rates and eight Allowances. Note: Use when your system is enabled for Overhead Accrual FIELD DESCRIPTION MAXIMUM VALID VALUES LENGTH Employee code 7 alpha a valid code is

mandatory Job Order code 7 alpha a valid code is

mandatory Timesheet Date ddmmyy a valid date is

mandatory Reference 7 alpha one space Hours Rate 1 HHH.mm 0.00 Hours Rate 2 HHH.mm 0.00 Hours Rate 3 HHH.mm 0.00 Hours Rate 4 HHH.mm 0.00 Hours Rate 5 HHH.mm 0.00 Hours Rate 6 HHH.mm 0.00 Hours Rate 7 HHH.mm 0.00 Hours Rate 8 HHH.mm 0.00 Hours Rate 9 HHH.mm 0.00 Hours Rate 10 HHH.mm 0.00 Total Hours HHH.mm 0.00 Days Worked this timesheet ## 0 Allowance Code (1) 4 alpha a valid code [eg A200]or

onespace Quantity (1) ## 0 Pay each (1) ###.#### 0.00 Charge each (1) ###.#### 0.00 Allowance Code (2) 4 alpha a valid code or onespace Quantity (2) ## 0 Pay each (2) ###.#### 0.00 Charge each (2) ###.#### 0.00 Allowance Code (3) 4 alpha a valid code or onespace Quantity (3) ## 0 Pay each (3) ###.#### 0.00 Charge each (3) ###.#### 0.00 Allowance Code (4) 4 alpha a valid code or onespace Quantity (4) ## 0 Pay each (4) ###.#### 0.00 Charge each (4) ###.#### 0.00 Allowance Code (5) 4 alpha a valid code or onespace Quantity (5) ## 0 Pay each (5) ###.#### 0.00 Charge each (5) ###.#### 0.00 Allowance Code (6) 4 alpha a valid code or onespace Quantity (6) ## 0 Pay each (6) ###.#### 0.00



24 EMPLOYEE TIMESHEET DATA (continued)

Charge each (6) ###.#### 0.00 Allowance Code (7) 4 alpha a valid code or onespace Quantity (7) ## 0 Pay each (7) ###.#### 0.00 Charge each (7) ###.#### 0.00 Allowance Code (8) 4 alpha a valid code or onespace Quantity (8) ## 0 Pay each (8) ###.#### 0.00 Charge each (8) ###.#### 0.00 Sundry charge detail 29 alpha Onespace Sundry charge amount ####.## 0.00 Pay Rate (1) ###.#### 0.00 Charge Rate (1) ###.#### 0.00 Pay Rate (2) ###.#### 0.00 Charge Rate (2) ###.#### 0.00 Pay Rate (3) ###.#### 0.00 Charge Rate (3) ###.#### 0.00 Pay Rate (4) ###.#### 0.00 Charge Rate (4) ###.#### 0.00 Pay Rate (5) ###.#### 0.00 Charge Rate (5) ###.#### 0.00 Pay Rate (6) ###.#### 0.00 Charge Rate (6) ###.#### 0.00 Pay Rate (7) ###.#### 0.00 Charge Rate (7) ###.#### 0.00 Pay Rate (8) ###.#### 0.00 Charge Rate (8) ###.#### 0.00 Pay Rate (9) ###.#### 0.00 Charge Rate (9) ###.#### 0.00 Pay Rate (10) ###.#### 0.00 Charge Rate (10) ###.#### 0.00

NOTES: Time values are to be entered as Hours and Minutes, NOT decimal hours Any number of Timesheets may be processed for one Payrun An audit trail will print each Timesheet entry loaded, notating any rejected entries (eg Invalid

Employee, Invalid Job Order, Duplicate Timesheet, Invalid Date, Invalid Hours 3, etc) Up to 8 Chargeable Allowances and/or one Sundry Charge item may be included with each

Timesheet in the load file You must include the 10 Pay and 10 Charge Rates at the end of the file. Enter 0.00 in each field as

these are not used during the upload Timesheets, once loaded, can be altered/deleted, and Allowances and Sundries added, in the normal

Timesheet program The file is to be called “TIMES.csv” and is to be stored in the TEMPSYS\MASTER directory EXAMPLE: HUBBDA,T00034,050310, ,37.45,1.25,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,39.10,5,A200,3,7.50,8.50, ,0,0.00, 0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, , 0,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00⌡ HALG,T100003,030310,999,0.00,1.45,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,3.45,5,A200,3,7.50,8.50, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, ,0,0.00,0.00, , 0,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00,0.00⌡



25

CANDIDATE CATEGORY One Candidate Category entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Category Code 3 alpha Category Description 31 alpha At least one space The flat file information will appear as follows: OFF,Office Services MIS,Miscellaneous



26

CLIENT INDUSTRIES One Client Industry entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Industry Code 4 alpha Industry Description 31 alpha At least one space The flat file information will appear as follows: AIR ,AIRLINES AUTO,AUTOMOTIVE BANK,BANKING



27

CANDIDATE SKILL CODES One Candidate Skill entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Skill Code 6 alpha Skill Description 30 alpha At least one space The flat file information will appear as follows: ACANON,CANON experience (rate 0-4) ACASHB,CASHBOOK experience (rate 0-4) ACBA ,CBA experience (rate 0-4)



28

GENERAL LEDGER PERIOD END DATES One General Ledger Period End Date entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. There should be 16 Period End Dates. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Period End Date 6 numeric ddmmyy The flat file information will appear as follows: 01/07/11 31/07/11 31/08/11 30/09/11 31/10/11 30/11/11 31/12/11 31/01/12 28/02/12 31/03/12 30/04/12 31/05/12 30/06/12 31/07/12 31/08/12 30/09/12



29

ALLOWANCE/DEDUCTIONS One Allowance/Deduction entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. There should be 16 Period End Dates. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Allowance/Deduction Code 4 alpha Pro-Rata Flag/Applied Flag 1 alpha Y or N Print on Certificate Flag 1 alpha Y or N Taxable Flag 1 alpha Y or N Pay During Holidays Flag 1 alpha Y or N Payroll Tax Taxable Flag 1 alpha Y or N Include in Base Pay for Super 1 alpha Y or N Short Description 6 alpha At least a space General Ledger Code/Prefix and Suffix 3 alpha At least a space Amount Paid/Pay Multiplier 4 decimal #.### Bill Multiplier/Default Unit Rate 4 decimal #.### Percentage to Accrue 4 decimal #.### Monthly Threshold 4 numeric #### Fund Code 1 numeric # GL Code to Credit 6 alpha At least a space Monthly Ceiling 7 decimal ####.## RSSF Fund Flag 1 alpha Y or N Allowance Group to Print in Pay Advice 1 alpha Y or N Default Pay Rate 4 numeric #### Full Description 20 alpha At least a space The flat file information will appear as follows: A180,N,N,N,N,N,Y,N1.75 , ,0.00,0.00,0.00,0000.00,0., ,0000.00,N, ,0.,1.75 @ Normal Time A190,N,N,N,N,N,Y,N2.0 , ,0.00,0.00,0.00,0000.00,0., ,0000.00,N, ,0.,2.0 @ Normal Time A200,A,Y,N,N,N,N,Meal ,255.00,0.00,0.00,0.00,0000.00,0., ,0000.00,N, ,0.,Meal Allowance A800,S,N,N,N,N,P,Super ,292.00,0.00,0.00,5.00,0450.00,1.,784.00,6666.67,N, ,0.,Super Fund Accrual A998,A,Y,N,N,N,Y,C Tax ,285.00,0.00,0.00,0.00,0000.00,0., ,0000.00,N, ,0.,Eligible Termination



30

GENERAL LEDGER CODES One General Ledger code will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. The ‘rules’ below pertain to Financial Statement Printing. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH General Ledger Code 6 alpha note 1 (see note) Description 45 alpha note 2 At least one space Include as a Revenue Code 1 alpha note 3 ‘Y’ or space Include as a Purchase Code 1 alpha note 4 ‘Y’ or space CR/DR Flag 1 alpha note 5 ‘C’ or ‘D’ (or space if

heading) Column or Format 1 numeric note 6 (see note) Underline 1 numeric 0 – No underline

1 – Single underline 2 – Double underline

Total to Account 6 alpha note 7 (see note) Total to Account 6 alpha note 7 (see note) Contra Account 6 alpha note 8 (see note)

The flat file information will appear as follows: 090.91,Profit an Loss Account , , , ,3,0,000.00,000.00,000.00 090.92,INCOME , , , ,4,0,000.00,000.00,000.00 100.10,Temporary Placement Fees ,Y, ,C,2,0,540.00,000.00,000.00 245.00,Interest Paid , , ,C,2,0,540.00,000.00,000.00 250.00,Legal Fees , ,Y,C,2,0,540.00,000.00,000.00 255.00,Meal Money , , ,C,2,0,540.00,000.00,000.00 260.00,Membership & Subscriptions , ,Y,C,2,0,540.00,000.00,000.00 265.00,Parking , ,Y,C,2,0,540.00,000.00,000.00

Please read the Overview section of the WorkDESK Resource Kit before creating your General Ledger Master Chart. Notes: 1 General Ledger Account Code Format may be one of the following:

###.## - (default) ###.### ####.## ###### AZ#### In the Chart of Account structure, Profit & Loss accounts precede Balance Sheet items. Where you Code format is number based, the Balance Sheet begins when the first digit is ‘6’ or greater; Alpha based format Balance Sheet begins when the first character is ‘X’ or greater.

2 Description for Profit/Loss Titles may change based on the Debit/Credit balance of the account at Financial Report printing, eg. Gross’Loss’Profit’ with CR/DR flag set to D will print the words Gross Profit when the account is showing a profit

3 If this account is to be included as a Revenue Code (ie can be referenced in Job Order) 4 If this account is to be included as a Purchase Code (ie can be referenced in an Accounts Payable



31 Invoice

5 • When the account is used as a heading this field must be a space. • Otherwise, this field is used during Financial Statement printing to indicate when brackets

should be placed around an amount. Brackets appear if the balance is Debit (Revenue or Liability/Capital Accounts) or Credit (Expense or Asset Accounts)

6 • When the account is used as a heading valid values are 1 – Begin a New Page 2 – Blank Line 3 – Page Title (Description is the Title) 4 – Subtitle (Description is the Subtitle)

• When the account is used for balances valid values are: 0 – Do not print the balance 1 – Print in Column 1 2 – Print in Column 2 3 – Print in Column 3

7 The first of the Total To references is used to accumulate the values for a branch or section of the report. The second Total To would be used to accumulate the total of ‘Temporary Placement Fees’ across all branches or divisions. See WorkDESK Resource Kit for examples.

8 Contra is used in the Balance Sheet where a Bank Account could be an Asset one month and next month may be Overdrawn and should appear in Liabilities. For example, Account “710.00 Cash at Bank” and the corresponding “805.00 Bank Overdraft”. To implement this, add both accounts in the Chart and fill in the Contra field for account 710.00 by placing 805.00 in Contra. All processing is done to account 710.00 in day to day use.



32

DOCUMENT LAYOUTS One Document entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Document Code 7 alpha Description 20 alpha At least one space Document Type 1 alpha At least one space Printer 8 alpha At least one space The flat file information will appear as follows: ACD ,Letter Cli Conf Perm, , ACE ,Letter Cli Conf Plac, , ACF ,Letter Cli Conf Temp, , INVCA1 ,Cont Inv Single TS , , INVCA2 ,Cont Inv All TS/Job , , INVCA3 ,Cont Inv All Cli/Inv, ,



33

TAX TABLES One Tax Table entry will be created for each line. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH Table Number 2 numeric Ceiling Value 6 numeric #####.## ) Up to 9 A Cut off 6 numeric #####.## ) entries per B Cut off 6 numeric #####.## ) row allowed Do not add .99 to Gross 3 alpha YES or NO Description 9 alpha At lease one space No Tax Free Threshold 3 alpha YES or NO Disable Medicare Variation 3 alpha YES or NO The flat file information will appear as follows: 1,107,0.2150,0.2150,440,.3550,15.2919,671,0.4450,54.9265,999999,0.4850,81.7727,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,Table1,Y 2,99,0.0,0.0,248,0.2031,20.19,268,0.4062,70.6827,392,0.2183,20.1865,724,0.3550,73.7729,955,0.4450,138.9883,999999,0.4850,177.2037,0.,0.,0.,0.,0.,0.,Table2,N 3,398,0.29,0.29,730,0.34,20.19,961,0.43,85.96,999999,0.47,124.42,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,Table3,N 4,999999,0.485,0.485,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,0.,Table4,N



34

UNPAID CLIENT INVOICES One entry can be created for each outstanding Invoice in the Client’s Debtors Ledger. No punctuation, carriage returns or line feeds EXCEPT full stops will be allowed. Data will be appended to any existing data. Carriage return line feed denotes end of this line of text. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH MANDATORY & UNIQUE Client Code 7 alpha a valid code is

mandatory Invoice Date 6 numeric Ddmmyy Reference (Invoice Number) 7 alpha At least one character Description 20 alpha At least one space Invoice Amount including GST -######.## numeric 0.00 GST Amount on Invoice -######.## numeric 0.00

The flat file information will appear as follows: BERADV,311201,9912345,110.00,10.00



35

CLIENT ADDITIONAL CONTACT PERSONS Following is the layout required for Data stored in a sequential, or "flat" file, to be automatically loaded into the WorkDESK database. Individual fields are to be separated by commas, consequently all punctuation of any kind must be eliminated from the source data. Each Client Additional Contact Person is to be terminated with a <RETURN>> (CR/LF) character. FIELD DESCRIPTION MAXIMUM DATA TYPE VALID VALUES LENGTH MANDATORY & UNIQUE Contact Person Code 4 alpha a valid unique code is

mandatory Client Code 7 alpha a valid code is

mandatory Name 60 alpha note 1 At least one space Title 60 alpha note 1 ditto Salutation 60 alpha note 1 ditto Telephone 15 alpha note 1 ditto Fax 15 alpha note 1 ditto Division 48 alpha note 1 ditto Comment 70 alpha note 1 ditto Email 70 alpha note 1 ditto Address 1 50 alpha note 2 ditto Address 2 45 alpha note 2 ditto Address 3 45 alpha note 2 ditto Address 4 45 alpha note 2 ditto Address 5 45 alpha note 2 ditto Address 6 45 alpha note 2 ditto Post Code 10 alpha ditto State - AU - US

3 alpha 2 alpha

ditto

Rating 1 numeric 1 to 9 Mail? 1 alpha ‘Y’ or ‘N’

The flat file information will appear as follows: DS,AETINS,Debbie Smith,Office Manager,Miss Smith,07 33334444,07 3333 5555,Finance,,[email protected],10 Benson St,,TOOWONG,,,,4010,QLD,1,Y Notes: 1 This alpha region is reserved for variable length text and must not exceed 331 characters. 2 Street address region. Variable length text must not exceed 414 characters.

Automatic File Load - workdesk.com.au WFL WorkDESK Automat… · What are the Data File Layouts The data file layouts in the following pages allow you to import data into WorkDESK

Documents