Field #

Field

Type

Description

Required

Comments

1

HolidayScheduleId

Integer

Valid Holiday Schedule Id

Yes

Must use existing Id in DCI

2

HolidaysDate

Datetime

Holiday Start Date

Yes

Must follow date format (MM/DD/YYYY)

3

HolidaysName

String

Name for Holiday

Yes

Min Length = 1

Max Length = 100

Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Yes

Min Length: 2

Max Length: 50

2

LastName

String

Last Name

Yes

Min Length: 2

Max Length: 50

3

FullName

String

Full Name

Optional

Min Length: 2

Max Length: 200

4

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

5

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

6

City

String

City

Yes

Min Length: 2

Max Length: 20

7

State

String

State

Yes

The state's two letter abbreviation (i.e., AZ)

8

PostalCode

String

Postal Code

Yes

Length = 5 numerals

9

CountryCode

String

3 Letter Country Code

Yes

Should be USA

10

Phone

String

Phone Number     

Yes

10-digit phone number; exclude dashes and parentheses

11

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

12

MobilePhone

String

Mobile Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

13

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

14

TimeZone

String

Time Zone

Yes

Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center

15

CostCenterId

Integer

Unique Identifier for the Cost Center

Yes

Must use existing Id in DCI

16

DOB

Date

Date of Birth

Yes

MM/DD/YYYY

17

Username

String

Username for login

*Activation email is not automatically sent to employee after import

Yes

Min Length: 6 characters

Max Length: 50 characters

18

Password

String

Password for login

*Requires employee to change password on first log in after import

Yes

Min Length: 10 characters

Max Length: 32 characters

Must be at least 10 characters, Must contain 1 uppercase letter, lowercase letters, numbers and special characters 

19

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

20

EmployeeType

Integer

Employee Type

Yes

See “Import Profile Static Data File”

21

EmployeeNumber

String

Third-party Employee Number

Yes

Min Length: 2

Max Length: 20

22

SSN

String

Social Security Number

*Must be cleartext (not encrypted)  

Conditional
 

The field will be Optional when Retain SSN is set to No in instance level setting.

If Retain SSN is set to Yes then SSN becomes mandatory.

Min and Max Length: 9 (Numerals)

SSN will be conditionally optional when Employee Type is Contractor (5)

23

ProfessionalID1

String

Third-party Professional Identifier 1  

Optional

Min Length: 2

Max Length: 20

24

ProfessionalID2

String

Third-party Professional Identifier 2

Optional

Min Length: 2

Max Length: 20

25

PayrollId

String

Third-party Payroll Identifier

Optional

Min Length: 2

Max Length: 20

26

WeeklyHours

Decimal

Weekly Hours available to Work

Yes

Min Length: 2

Max Length: 20

27

HolidayScheduleId

Integer

Holiday Schedule Identifier

Yes

Unique existing Id for a particular Holiday Schedule

28

TemplateId

Integer

Certification Template Id

Optional

Must use existing Id in DCI

29

DomesticWorker

Boolean

Domestic Worker

Yes

0 - No

1 - Yes

30

OneDayRestIn7Exemption

Boolean

OneDayRestIn7Exemption

Conditional -Required if DomesticWorker = Yes

0 - No

1 - Yes

31

PreferredDayOfRest

Integer

Preferred Day Of Rest

Conditional -

Required if OneDayRestIn7Exemption = 1

Day          Integer

Sunday        0

Monday       1

Tuesday       2

Wednesday  3

Thursday      4

Friday          5

Saturday     6

32

RetainSSN

Bit

Checks whether the SSN needs to be stored in Encrypted SSN or not.

Yes

Must be 0 or 1 value

Value:

●       0 - No

●       1 - Yes

33

HireDate

DateTime

Hire Date of Employee

No

Should be in format “MM/DD/YYYY”

34

Pin

nvarchar

Login Pin of the Employee

Yes

Min Length: 4

Max Length: 4

35

ProfileStatus

Integer

Status of the Employee

*Imported employee profile status is set to Active

Yes

Must be a valid Status:

●       1 - Active

●       2 - Inactive

36

PreferredLanguage

nVarchar

Preferred language for an Employee

Yes

Must be a valid value:

●       en - English

●       es - Spanish

●       vi - Vietnamese

●       zh - Mandarin

●       ru - Russian

●       so - Somali

●       ar - Arabic

Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Yes

Min Length: 1

Max Length: 50

2

LastName

String

Last Name

Yes

Min Length: 1

Max Length: 50

3

FullName

String

Full Name

Optional

Min Length: 2

Max Length: 200

4

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

5

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

6

City

String

City

Yes

Min Length: 2

Max Length: 20

7

State

String

State

Yes

The state's two letter abbreviation (i.e., AZ)

8

PostalCode

String

Postal Code

Yes

Length = 5 numerals

9

CountryCode

String

3 Letter Country Code

Yes

Should be USA

10

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

11

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

12

MobilePhone

String

Cell Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

13

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

14

TimeZone

String

Time Zone

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

15

CostCenterId

Integer

Unique Identifier for the Cost Center

Yes

Use the existing Cost Center Id from DCI

16

DOB

Date

Date of Birth

Yes

Format: MM/DD/YYYY

17

Username

String

Username for login

Optional

Min Length: 6 characters

Max Length: 50 characters

18

Password

String

Password for login

Optional

Min Length: 10 characters

Max: 32 characters

19

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

20

ClientNumber

Integer

Third-party Client Number

Yes

Min Length: 1

Max Length: 20

21

MedicaidNumber

String

Medicaid Number

Optional

Min Length: 2

Max Length: 20

22

InsuranceNumber

String

Third-party Insurance Number

Optional

Min Length: 2

Max Length: 20

23

InsurancePlan

String

Insurance Company Plan

Optional

Min Length: 2

Max Length: 20

24

InsuranceGroup

String

Insurance Company Group

Optional

Min Length: 2

Max Length: 20

25

InsurancePayerId

String

Insurance Company Payer Number

Optional

Min Length: 2

Max Length: 20

26

ClientCode

String

Third-party code for the Client

Optional

Min Length: 2

Max Length: 20

27

RegionId

String

Third-party Region Name

Optional

Min Length: 2

Max Length: 25

28

SSN

String

Social Security Number

*Must be cleartext (not encrypted)

Optional

Min and Max Length: 9 (Numerals)

29

TemplateId

Integer

Existing Certification Template Id from DCI

Optional

Must use existing Id in DCI

30

Fee

Decimal

Fee Amount

Optional

Min Length: 1

Max Length: 18

(After Decimal: 2)

31

CostShare

Decimal

Cost Share

Optional

Min Length: 1

Max Length: 18

(After Decimal: 2)

32

EnableCaregiverRatingEmails

Int

Allows clients to rate the caregiver for services they’ve received

Yes

Must be 0 or 1 value

Value:

●       0 – No

●       1 - Yes

33

ReceivedDate

Date

Received Date

Optional

Format: MM/DD/YYYY

34

RetainSSN 

Bit

Checks SSN needs to store in encrypted form or not

No

Must be 0 or 1 value

Value:

●       0 - No

●       1 - Yes

35

Pin

Varchar

Login Pin of the Client

Yes

Min/Max Length: 4

36

ProfileStatus

Integer

Status of the Client Profile

*Imported client profile status is set to Active

Yes

Must be a valid Status:

●       1 - Active

●       2 - Inactive

37

PreferredLanguage

Varchar

Preferred language for a Client

Yes

Must be a valid value:

●       en - English

●       es - Spanish

●       vi- Vietnamese

●       zh - Mandarin

●       ru - Russian

●       so - Somali

●       ar - Arabic

Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Yes

Min Length: 2

Max Length: 50

2

LastName

String

Last Name

Yes

Min Length: 2

Max Length: 50

3

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

4

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

5

City

String

City

Yes

Min Length: 2

Max Length: 20

6

State

String

State

Yes

State abbreviation of 2 characters i.e., Min Length and Max Length: 2

7

PostalCode

String

Postal Code

Yes

Length = 5 numerals

8

CountryCode

String

3 Letter Country Code

Yes

Should be USA

9

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

10

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

11

MobilePhone

String

Mobile Number

Optional

10-digit phone number; exclude dashes and parentheses

12

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

13

TimeZone

String

Time Zone

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

14

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Must use existing Id in DCI

15

Username

String

Username for Login

Optional

Min Length: 6 characters

Max Length: 20 characters

16

Password

String

Password for Login

Optional

Min Length: 10 characters

Max Length: 32 characters

17

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Optional

Min Length: 2

Max Length: 50

2

LastName

String

Last Name

Optional

Min Length: 2

Max Length: 50

3

FullName

String

Full Name

Yes

Min Length: 2

Max Length: 200

4

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

5

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

6

City

String

City

Yes

Min Length: 2

Max Length: 20

7

State

String

State

Yes

State abbreviation of 2 characters i.e., AZ

8

PostalCode

String

Postal Code 

Yes

Length = 5 numerals

9

CountryCode

String

Country Code

Yes

Should be USA

10

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

11

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

12

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

13

TimeZone

String

Time Zone

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

14

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Must use existing Id in DCI

15

Username

String

Username for login

Yes

Min Length: 6 characters

Max Length: 50 characters

16

Password

String

Password for login

Yes

Min Length: 10 characters

Max Length: 32 characters

17

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

18

ProviderServiceLocation

String

The location used for Billing Purposes

Optional

Min Length: 1

Max Length: 200

19

EVVRequired

Boolean

EVV Required

Yes

0 - False

1 - True

Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Optional

Min Length: 2

Max Length: 50

2

LastName

String

Last Name

Optional

Min Length: 2

Max Length: 50

3

FullName

String

Full Name

Yes

Min Length: 2

Max Length: 200

4

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

5

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

6

City

String

City

Yes

Min Length: 2

Max Length: 20

7

State

String

State

Yes

State abbreviation of 2 characters i.e., Min Length and Max Length: 2

8

PostalCode

String

Postal Code

Yes

Length = 5 numerals

9

CountryCode

String

3 Letter Country Code

Yes

Should be USA

10

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

11

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

12

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

13

TimeZone

String

Time Zone

Yes

Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center

14

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Must use existing Id in DCI

15

Username

String

Username for login

Yes

Min Length: 6 characters

Max Length: 50 characters

16

Password

String

Password for login

Yes

Min Length: 10 characters

Max Length: 32 characters

17

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

18

AllowSleepShift

Boolean

Is sleep shift allowed or not?

Yes

0 - False

1 - True

19

SleepShiftStart

Time

Start of the Sleep Shift

Conditional -

 Required if AllowSleepShift = 1

Time must be in 24 hr (HH:MM) format

20

SleepShiftEnd

Time

End of the Sleep Shift

Conditional -

 Required if AllowSleepShift = 1

Time must be in 24 hr (HH:MM) format

21

ProviderServiceLocation

String

Location used for Billing purposes

Optional

Min Length: 1

Max Length: 200

22

EVVRequired

Boolean

EVV Required

Yes

0 - False

1 - True

Field #

Field

Type

Description

Required

Comments

1

ProfileId

Integer

Unique identifier for the Employee Profile

Yes

Must use existing Id in DCI

2

ParentAccountId

Integer

Unique identifier for the Client Funding Account ‘or’ the Master Program Account (Day, Residential, etc.) to be associated with the Employee Service Account

Yes

Should be an existing Id of Client Funding Account for hourly and client transportation or Master Program Account  for programs

3

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Should be an existing Id of Cost Center

4

AccountReference

String

The third-party reference for the Account

Optional

Min Length: 2

Max Length: 150

5

Rate

Decimal

Rate for the Account

Yes

Should be less than 999.99

6

AccountCodeRef

String

Third-party Code for the Account

Optional

Min Length: 2

Max Length: 255

7

MinEntryAmount

Decimal

Minimum Entry Amount

Optional

Should be less than 999.99

8

MaxEntryAmount

Decimal

Maximum Entry Amount

Optional

Should be less than 999.99

9

AccountType

Integer

The Type of Account

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

10

StartDate

Date

Start Date of Employee Service Account

Optional

Format: MM/DD/YYYY

11

EndDate

Date

End Date of Employee Service account

Optional

Format: MM/DD/YYYY

12

EvvFrequencyInterval

Integer

EVV Frequency Interval

Conditional:

Required if EVVFrequencyType = ClockIn, out and Define Intervals during shift

Value should be between 1 and 240

13

EvvFrequencyType

Integer

EVV Frequency Type

Conditional

The field is mandatory if EVV Required is “Yes” in Service Code, otherwise the field can be left blank

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

 This will be used only for Hourly Account Type

14

PTOIncrement

Decimal

Increment in which entries for PTO service accounts should be created (e.g. “8” would mean one PTO entry = 8 hours)

No

Value should be between 0.25 and 23.98 and only for PTO Account Type

15

AllowsOverlappingRates

Boolean

The field checks whether the user is allowed to create multiple Pay Rates for a Date of Service or not

Yes

0 - False

1 - True

16

PayRate

Numeric

Dollar amount the employee is paid

Yes

Format  XX.XX

17

BurdenMultiplier

Decimal

Burden Multiplier (FI Mode Only)

Yes

FI Mode Only. This column should only be present when dollars-based authorizations are enabled.

18

RelationshipType

Integer

Type of the Relationship

Yes

See Relationship Type in the Imports - Static Data Reference File - Admin Guide article in the Help Center

19

EmployeeNumber

String

Employee Number (FI Mode Only)

No

FI Mode Only

Min length: 2

Max length: 20

 Number should be alpha-numeric.

20

Payability

Boolean

Payability and it will be either 1 or 5

Conditional -

Required if Account Type = Mileage

1 - Non Payable

5 - Payable

21

EVVExempt

Bit

This field Checks whether EVV Exempt is enabled/ disabled in service account

Optional

Allows value either 0 or 1.

●       0= EVV Exempt is disabled

●       1 = EVV Exempt is enabled

22

DisplayAuthWidget

Boolean

Enabling will display the authorizations widget on the employees dashboard, available for hourly and client transportation

Conditional -Required if Account Type = Hourly, Client Transportation

Enable Display Auth Widget

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes

Field #

Field

Type

Description

Comments

1

AccountId

Integer

Valid account Id (required)

Must use existing Id in DCI

2

BurdenMultiplier Rate

Bit

The percentage of the rate that accounts for all associated fees

(required)

i.e., 0.2

Field #

Field

Type

Description

Required

Comments

1

PayRate

Numeric

Dollar amount the employee is paid

Yes

Format  XX.XX

2

AccountId

Integer

Employee Service Account Unique Id

Yes

Must use existing Id in DCI.

3

Rate

Decimal

New rate value

Yes

Format XX.XX

4

EffectiveDate

Date

Pay Rate Start Date 

Yes

Format “MM/DD/YYYY”

5

EndDate

Date

Pay Rate End Date

Optional

Format “MM/DD/YYYY”

6

Primary

Boolean

The checkbox provides the ability to mark Pay Rates as Primary

Required

0 - False

1 - True

Field #

Field

Type

Description

Mandatory

Comments

1

AccountId

Integer

Valid / existing Employee Service Account ID (Account Type = Hourly)

Yes

Valid / existing Employee Service Account ID (Account Type = Hourly)

2

MondayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Monday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

3

TuesdayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Tuesday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

4

WednesdayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Wednesday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

5

ThursdayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Thursday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

6

FridayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Friday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

7

SaturdayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Saturday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

8

SundayRestrictEnabled

Bit

Whether Day of Week Restriction needs to be enabled for Sunday or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

Field Number

Field

Type

Description

Mandatory

Comments

1

AccountId

Integer

Valid / existing Employee Service Account ID (Account Type = Hourly)

Yes

Valid / existing Employee Service Account ID (Account Type = Hourly)

2

Enabled

Bit

Whether Holiday Restrictions needs to be enabled or not

Yes

Enumeration:

●       0 - FALSE (Unchecked)

●       1 - TRUE (Checked)

3

HolidayScheduleId

Integer

Valid / existing Holiday Schedule ID

Conditional - Required if
(Enabled = 1) else, it should be left blank

Valid / existing Holiday Schedule ID

Field #

Field

Type

Description

Required

Comments

1

ProfileId

Integer

Unique identifier for the Vendor Profile

Yes

Must use existing Id in DCI

2

ParentAccountId

Integer

Unique identifier for the Client Funding Account to be associated with the Vendor Account

Yes

Must use existing Id in DCI

3

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Must use existing Id in DCI

4

AccountReference

String

The third-party reference for the Account

Yes

Min Length: 2

Max Length: 150

5

AccountType

Integer

Account Type for the Service Code

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

Field #

Field

Type

Description

Comments

1

AccountId

Integer

Valid account Id (required)

Must use existing Id in DCI

2

Status

Boolean

Change the account to active or inactive (required)

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

Field #

Field

Type

Description

Required

Comments

1

EntryId

Integer

Valid Entry Id

Yes

Must use existing Id in DCI

2

Date

Date

Date for which changes are to be made

Yes

Must be in format “MM/DD/YYYY”

3

Amount

Decimal

Amount value to update i.e., Amount to be updated in the authorization entry

Yes

Must include 2 digits following a decimal (xx.xx)

4

ReasonId

Integer

Reason Id

Valid existing Id for the Reason present in Authorization Balance Adjustment Reason

Yes

Must use existing Id in DCI

5

Description

String

Description for Adjustment

Optional

Max Length = Not defined

Field #

Field

Type

Description

Required

Comments

1

EntryId

Integer

Unique identifier for Entries

Yes

Must use existing Id in DCI

2

InitialBalance

Decimal

Changes the Initial Balance of an already present Auth

Yes

Should be a decimal or integer value

Field #

Field

Type

Description

Required

Comments

1

authorizationid

Integer

The unique identifier for authorization entry

Yes

Must use existing Id in DCI

2

note

String

Description for rejection

Yes

N/A

Field #

Field

Type

Description

Required

Comments

1

EntryId

Integer

Valid Authorization Id

Yes

Must use existing Id in DCI

2

StartDate

Date

Date that you want to update for existing Authorization

Yes

Must be in format “MM/DD/YYYY”

3

EndDate

Date

Date that you want to update for existing Authorization

Yes

Must be in format “MM/DD/YYYY”

4

ExpirationDate

Date

Date that you want to update for existing Authorization

Yes

Must be in format “MM/DD/YYYY”

Field #

Field

Type

Description

Required

Comments

1

EntryId

Integer

Valid Entry Id

Yes

Must use existing Id in DCI

2

AuthorizationIDReference

String

Updated value for Auth Ref Field

Optional

If left blank, this field will be marked “Null” upon import

Min Length: 2

Max Length: 250

3

AuthorizationIDReference1

String

Updated value for Auth Ref Field

Optional

If left blank, this field will be marked “Null” upon import

Min Length: 2

Max Length: 250

4

AuthorizationIDReference2

String

Updated value for Auth Ref Field

Optional

If left blank, this field will be marked “Null” upon import

Min Length: 2

Max Length: 250

5

AuthorizationIDReference3

String

Updated value for Auth Ref Field

Optional

If left blank, this field will be marked “Null” upon import

Min Length: 2

Max Length: 250

6

AuthorizationIDReference4

String

Updated value for Auth Ref Field

Optional

If left blank, this field will be marked “Null” upon import

Min Length: 2

Max Length: 250

7

AuthorizationIDReference5

String

Updated value for Auth Ref Field

Optional

If left blank, this field will be marked “Null” upon import

Min Length: 2

Max Length: 250

8

EligibilityCode

String

Updated value for Eligibility Code

Optional

Min Length: 0

Max Length: 200

Field #

Field

Type

Description

Required

Comments

1

EntryId

Integer

Valid Authorization Id

Yes

Must use existing Id in DCI

2

MonthlyMax

Decimal

Maximum limit per month for Authorization

Yes

Amount should be less than Initial Balance and cannot be Zero

3

WeeklyMax

Decimal

Maximum limit per Week for Authorization

Yes

Amount should be less than Monthly Max and cannot be Zero

4

DailyMax

Decimal

Maximum limit per Day for Authorization

Yes

Amount should be less then Weekly Max and cannot be Zero

5

MaximumDailyBillableUnits

Decimal

Maximum limit for Daily Billable Units

Optional

It can accept Zero value and Decimal values but can't accept Negative values

Must be less than 999.99

6

Nonbillable

Boolean

Authorization is not billable

Yes

Enumeration:

●       0 - No

●       1 - Yes

Field #

Field

Type

Description

Required

Comments

1

EmployeeEntryId

Integer

Unique Punch Id created through Group Service Employee Entry

Yes

Should be an existing Id of the Employee Entry

2

AccountId

Integer

Unique identifier for the Client Service Account

Yes

Must use existing Id in DCI

3

Amount

Decimal

Entry Amount

Yes

Difference between StartDateTime and EndDateTime

Should be the same as of Employee Entry data

4

EntryRef

String

The third-party reference for the Entry

Optional

Max Length: 250

5

StartDate

DateTime

Start Date and Time for the Punch

Yes

Format: MM/DD/YYYY hh:mm

Should be the same as of Employee Entry data

6

EndDate

DateTime

End Date and Time for the Punch

Yes

Format: MM/DD/YYYY hh:mm

Should be the same as of Employee Entry data

7

DiagnosticCode

String

Diagnostic Code for the Punch (not used for Attendance Entries)

Optional

Min Length: 2

Max Length: 20

Field #

Field

Type

Description

Required

Comments

1

EntryID

Integer

Unique Punch Id created through Group Service Employee Entry

Yes

Id of punch that needs to be rejected

2

Note

String

Note

Optional

Any note to be linked with the entry

Field #

Field

Type

Description

Required

Comments

1

EntryID

Integer

Unique Punch Id created through Group Service Employee Entry

Yes

Id of punch that needs to be approved

2

Note

String

Note

Optional

Any note to be linked with the entry

Field #

Field

Type

Description

Required

Comments

1

AccountId

Integer

The unique identifier for the Accounts (Client Funding, Master Program)

Yes

Must use existing Id in DCI

2

TemplateId

Integer

The unique identifier for the Certification Template

Yes

Must use existing Id in DCI

Field #

Field

Type

Description

Required

Comments

1

ProfileId

Integer

The unique identifier for the Profiles (Employee, Client)

Yes

Must use existing Id in DCI

2

TemplateId

Integer

The unique identifier for the Certification Template

Yes

Must use existing Id in DCI