How to bulk upload perk token budgets

To bulk upload perk token budgets, follow the steps below:

  1. Create your bulk budget upload file, based on the type of scheme you are running and the format requirements below.
  2. Login to your Workstars administrator account
  3. Click Modules then Perks then Token Budgets
  4. On the left hand side select the budget period you wish to view/update (you are able to switch between current and future budget periods)
  5. Click the down arrow next to Add Token Budget button and select Upload Bulk Budget
  6. Select your budget file, click Submit.

Your file will be uploaded and validated. If there are no errors it will be processed. If there are errors, fix them and re-upload the file.

Hierarchy Scheme

The file must contain only 2 columns, with the Header Row titles of ‘Position Ref’ and ‘Tokens’. The Tokens value must also be a positive integer (decimal places and minus values are not permitted).

Position Ref Tokens
095678 10
003214 50

Note

Errors will be reported, and that row of data skipped if:

  • The position ref does not exist
  • The position does not have at least 1 other position reporting to it within the hierarchy
  • The token is not an integer

Flat Scheme

The file must contain only 2 columns, with the Header Row titles of ‘Employee ID’ and ‘Tokens’. The Tokens value must also be a positive integer (decimal places and minus values are not permitted).

Employee ID Tokens
12345 30
98745 5

Note

Errors will be reported, and that row of data skipped if:

  • The employee ID does not exist
  • The employee with the employee ID is not active
  • The employee with the employee ID is not flagged as a manager
  • The budget is not a valid value