This article is for Budgets for Data Center.
Staff Members Import
- Jaramy Conners
Below are some helpful tips when importing staff members from your CSV file into a specific folio:
FOLIO Field | Import Notes |
|---|---|
Type | Defines the role of the staff member
|
| Member | Defines the username of the JIRA user
|
Description | You can specify a description for the staff member
|
Reporter | Defines the reporter of the data
|
| Start date | Defines the start date of the availability or worked hours period or the date on which the cost rate is effective.
|
| End date | Defines the end date of the worked hours period
|
Cost rate | Defines the cost rate of the staff member (hourly rate).
|
Availability | Defines the availability ratio (%) of the staff member
|
| Worked Hours | Defines the hours worked in the period defined by the start date and end date
|
| Overtime Hours | Defines the overtime hours in the period defined by the start date and end date
|
| Overtime Rule Name | The name of the overtime rule to associate the member with. OptionalIf name not found in the overtime list, no rules will be associated |
| Custom fields | Defines the value for a specific custom field
|
| Synchronized with JIRA worklogs | Specified if the staff member worked hours must be synchronized with JIRA worklogs
|
Mandatory - Must be a valid JIRA user 
Mandatory - must be specified in the case of a worked hours entryYou must have the edit rights on the folio to be able to import data.
Note
Since FOLIO Version 7.0, staff member availability and cost rates must be on separate lines.