Importing Contractors into MDT can be done using the following process:
1) Create Import Settings
2) Upload Contractors using the settings created
For importing the contractors, you would need to go to Import menu -> Contractor Import screen.
You can also go to the import screen by going into the contractors screen. Then you have to click "Import Settings" to set the definition for mapping the fields as per your sheet.
In the import settings screen, you have to click Create and click "Contractor Mapping".
While creating the new contractor mapping, you have to enter the field names as per your upload sheet (based on how each field in MDT can map to your upload sheet) in all the mandatory fields and save it.
There are additional fields as well, if it is available in your upload file and you want to create a record with that value as well, you can define that as well and then click "Save".
After setting the configuration successfully, you can then upload file using the definition you have created now.
The first step is to select the definition name that you've created in import settings, select the supplier, upload the file, and submit the upload.
After submitting the file, the import status will become "Pending" and the background task will be added for processing the upload.
Once it is completed and if the file is valid, the status will be changed to "Import completed". You can then click the Import ID (or) the edit icon to see the "Ready to Create" (Matched) and Exception (unmatched) data. The user can see the uploaded details in the top section (Uploaded Date, File Name, Definition Name, Total Count of Records Uploaded, Ready to Create Count, and Exception Count).
The user can see the exception data by navigating to that tab, see the failed reason and then have the option to delete it.
After deleted the exception, if you go to Ready to Create tab, you can see the different options like update supplier, view all fields, delete. Once you confirm all mapped fields, if you click "Generate Contractor(s)" in the top, it will then create the contractor for the ones that are in the Ready to Create tab.
Background task will get added for the creation of contractors. Once it is completed, you can see the import as "completed", means worker has been successfully created.
You can see the total number of records created under the column "Submitted (Created/Failed)".
Next Steps:
Once the contractor's records have been created, they will still need to have Compliance items assigned, and be given access to the system, as well as timesheets.
Follow this process to finalise completing the Contractor record.