Table A - Field Data Format and Application Requirements

The following table lists field names, basic field format information, and indicates for which applications they are required and used.

# - Indicates the number of the system default order for each field in each row in your data file.

Rows of fields can be entered in any order, though it is recommended that you keep this order.
Field Name - The name of each field.

Format - The format required to enter information into each field, whether text, numeric, or date field formats.

The following characters are not allowed in the data file:

"[]<>."&!?,"; ( )

If any of these characters are present in the data file, the import fails.

The backslash (\) character is allowed in the data source Third-party systems that provide data to the system, including employee and device states, and data change events. Typical data sources are phone switches, PBXs, or LANs. name fields. In all other fields, however, it is not allowed.

If your organization is licensed for Quality Management, we recommend using up to 32 characters in total for the employee's last name, first name, middle initial, and suffix. If the character count exceeds 32 characters, the employee name in Quality Management Ad Hoc reports will be truncated. For double-byte languages, such as Chinese and Japanese, the character limit is reduced even more.

#	Field Name	Format
1	Last Name [checked by default]	Alphanumeric text (up to 50 characters)
2	First Name [checked by default]	Alphanumeric text (up to 50 characters)
3	Middle Initial	Alphanumeric text (1 character)
4	Suffix	Alphanumeric text (up to 50 characters) (ex: Mr./Ms.)
5	Birth Date	mm/dd/yyyy (ex: 2/12/2010)
6	Tax ID (SSN)	xxx-xx-xxxx (ex: 987-65-5434)
7	Wage Amount	Up to 999.99
8	Rank * (* provided by default)	Number up to 9999
9	Start Date * (* provided by default)	mm/dd/yyyy
10	End Date * (* provided by default)	mm/dd/yyyy
11	Is Supervisor	TRUE or FALSE
12	Is Team Lead	TRUE or FALSE
13	Organization *	Text (ex: Org1)
14	Supervisor	LastName, FirstName MI., Suffix (ex: Adams, Thomas)
15	Team Lead	LastName, FirstName MI, Suffix (ex: John Smith)
16	Job Title	Text (ex: Agent or Supervisor)
17	Employee Number	Alphanumeric text – up to 120 characters
18	User Name	Alphanumeric text
19	Email	Alphanumeric text (ex: user@email.com)
20	Home Phone	xxx-xxx-xxxx [numeric] (ex: 555-123-4567)
21	Work Phone	xxx-xxx-xxxx [numeric] (ex: 555-123-4567)
22	Cell Phone	xxx-xxx-xxxx [numeric] (ex: 555-123-4567)
23	Address 1	Alphanumeric text (ex: 456 ABC Road)
24	Address 2	Alphanumeric text (ex: Suite 222)
25	Address 3	Alphanumeric text (ex: P.O. Box 456)
26	City	Text
27	State	Text
28	Zip/Postal Code	Alphanumeric text Up to 15 characters
29	Country	Text
30	Data Source In this field, you must enter the Data Source/ACD and ACD ID parameters	Alphanumeric text, including parentheses Format: {{data source name 1, acd id1, extension id1}, {data source name 2, acd id2, extension id 2}, …} Example: {{CS Feed- back,333,};{CS Feed- back,222,}} Note: If there is only one data source the format needs to include a space at the end of the string that is, "{{DPA,123456,}} Note: do not allow more than 14 PBX IDs for one user
31	Desktop Messaging Application that allows sending pop-up messages to employees by selecting the recipients' name, login or role within the organization. Username	Alphanumeric text (ex: a123z2pop)
32	Proficiency	Numeric, between 0.1 and 9.9
33	Quality Score	Number up to 9999
34	Min Hours	hh:mm:ss (ex: 37:30:00)
35	Max Hours	hh:mm:ss (ex: 40:00:00)
36	Preferred Start	Choose Start Early or Start Late
37	Chat Sessions	Numeric Between 1 and 99
38	Employee Type	Default: Full-time Contract, Full-time, Part-time, Supervisors are predefined options, but user can also have created employee types and they are valid for this field.
39	Max OT Hours Per Week	h:mm (ex: 7:30)
40	Max OT Hours Per Day	h:mm (ex: 3:30)
41	Max VTO Hours Per Week	h:mm (ex7:30)
42	Max VTO Hours Per Day	h:mm (ex: 3:30)
43	OT Before Shift	Prefer, Do not prefer, and No preference
44	OT After Shift	Prefer, Do not prefer, and No preference
45	VTO at Shift Start	Prefer, Do not prefer, and No preference
46	VTO at Shift End	Prefer, Do not prefer, and No preference
47	Customer-defined fields, User 1 to User 10	These fields are created during integration adapter configuration, and appear in the Import page and file. For details on setting up customer defined fields, see the Generic Interfaces and Adapters Guide.

Framework & F&S, Framework Only, and F&S Only: The application or applications for which the field is used - for example, Framework Only - Framework Applications Server role in the Data Center that provides the system’s core applications. It is a mandatory server role in the system and required for all packages. only, Framework and F&S - Framework and Forecasting and Scheduling.

#	Field Name	Framework Only	Framework & F&S	F&S Only
1	Last Name [checked by default]		X
2	First Name [checked by default]		X
3	Middle Initial		X
4	Suffix		X
5	Birth Date		X
6	Tax ID (SSN)		X
7	Wage Amount		X
8	Rank * (* provided by default)		X
9	Start Date * (* provided by default)		X
10	End Date * (* provided by default)		X
11	Is Supervisor		X
12	Is Team Lead		X
13	Organization *		X
14	Supervisor		X
15	Team Lead		X
16	Job Title		X
17	Employee Number		X
18	User Name		X
19	Email		X
20	Home Phone		X
21	Work Phone		X
22	Cell Phone		X
23	Address 1		X
24	Address 2		X
25	Address 3		X
26	City		X
27	State		X
28	Zip/Postal Code		X
29	Country		X
30	Data Source In this field, you must enter the Data Source/ACD and ACD ID parameters	X	X
31	Desktop Messaging Username		X
32	Proficiency			X
33	Quality Score			X
34	Min Hours			X
35	Max Hours			X
36	Preferred Start			X
37	Chat Sessions			X
38	Employee Type			X
39	Max OT Hours Per Week			X
40	Max OT Hours Per Day			X
41	Max VTO Hours Per Week			X
42	Max VTO Hours Per Day			X
43	OT Before Shift			X
44	OT After Shift			X
45	VTO at Shift Start			X
46	VTO at Shift End			X
47	Customer-defined fields, User 1 to User 10	X

Required, Recommended, Optional: Fields can be required, recommended, or optional. While few fields are marked Required (for example, Last Name and First Name for all applications, and Data Source), many more are marked Recommended. Unmarked fields are optional.

#	Field Name	Required	Recommended
1	Last Name [checked by default]	X
2	First Name [checked by default]	X
3	Middle Initial
4	Suffix
5	Birth Date
6	Tax ID (SSN)
7	Wage Amount
8	Rank * (* provided by default)
9	Start Date * (* provided by default)		X
10	End Date * (* provided by default)		X
11	Is Supervisor		X
12	Is Team Lead		X
13	Organization *	X	X
14	Supervisor		X
15	Team Lead		X
16	Job Title
17	Employee Number
18	User Name		X
19	Email		X
20	Home Phone
21	Work Phone
22	Cell Phone
23	Address 1
24	Address 2
25	Address 3
26	City
27	State
28	Zip/Postal Code
29	Country
30	Data Source In this field, you must enter the Data Source/ACD and ACD ID parameters	X
31	Desktop Messaging Username		X
32	Proficiency
33	Quality Score
34	Min Hours
35	Max Hours
36	Preferred Start
37	Chat Sessions
38	Employee Type		X
39	Max OT Hours Per Week
40	Max OT Hours Per Day
41	Max VTO Hours Per Week
42	Max VTO Hours Per Day
43	OT Before Shift
44	OT After Shift
45	VTO at Shift Start
46	VTO at Shift End
47	Customer-defined fields, User 1 to User 10