Page 49 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Import in Subcontractor Portal

People

Navigate: Portal > Dashboard > My Organization > People > Click Import

Access to the Import function in the Subcontractor Portal is limited to the HR
Administrator role. The Subcontractor Portal’s HR Admin can use Import (button located
in upper right corner) to add, update, and delete user records. The new user’s person
organization defaults to the same organization as the HR Administrator.

Bulk Actions at bottom of page should be turned off. If not, the Import button will be
disabled.

File Format
The file to import must be saved in a comma delimited format. The fields can be
enclosed in double quotes, which is necessary if the data being imported contains
commas. The header row is required (row 1 and is indicated with an * in cell A1). The
columns can appear in any order.

Click the attached file at the bottom of the Import page to download the
Formatted CSV Template (People Import Template.csv) with predefined headers:

Timesheets

Navigate: Portal > Dashboard > Timesheets > Click Import

The Subcontractor Portal’s HR Admin can use Import (button located in upper right
corner) to Append or Replace (Cell Update Method) time in the timesheet cells.
Select the appropriate options (Status) then press the paper icon to attach the file to
upload.

APPENDIX B: SUPPLEMENTAL INFORMATION
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