Verint® Workforce Optimization™ V15.2, V15.1, and V11.

1 SP1

Data File for Importing Multiple Employees

This PDF is for search purpose only. Access the Excel file of
the same name from the Documents folder

Date: October 2020

This file is used for preparing a multiple employees data file that the system can import into the User Management module
of the Enterprise Suite.
Click the Guidelines tab for detailed information about this data file.

Document revision: 1.12

Confidential and Proprietary Information of Verint Systems Inc.

Guidelines for Data File for Importing Multiple Employees

This file is used for preparing a multiple employees data file that the system can import into the User Management module of the Enterprise Suite.

The customer is required to fill in the entire worksheet according to the guidelines provided in the User Management Guide (see Data File Set Up for
Importing Multiple Employees section).

Once you validate all employees data, export the data to TXT file. The TXT file can be imported into the User Management module of the Enterprise Suite.

Enable macros
This excel workbook includes automated macros.
Enable the macros as follows:
1. Save the file locally before using it, in compatibility mode.
2. Enable Macros while using the file If required by your IT administrator, return to the macro setting acceptable to your organization
when you are finished.

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Published: December 24, 2020
Revision History
Revision Change/Update
1.12 Product name rebranding.
1.11 Minor update.

1.10 Fixed format of Min and Max Paid Hours in empty rows of User Import sheet following 2 sample rows.

1.09 Increased number of user defined fields to 35 fields instead of 10.

1.08 Added V15.2 to the WFO versions.

1.07 Fix - all fields following the Data Sources were incorrectly exported to the text file (the issue was
introduced in July version).

1.06 Increased number of data source fields from 7 to 15 maximum data sources.
Updated validation of data source names to allow backslash ("\") character.

1.05 Updated date field validations to disallow UK date formats (only US date format is allowed).

1.01-1.04 Minor fixes

1.00 Initial release
 Please note that the validation process might take several minutes to complete
Legend:
* An asterisk indicates a value that is provided by default
Mandatory field
Recommended field
Optional field 100.00%
Organization field Entries must match exactly to Organization Hierarchy in Framework. Status: Running Field-Specific validations (6/6)
Supervisor and Team Leads must be listed first.

Birthdate Wage Start Date* End Date* Address Address Stat Zip ACD/Data Source1 ACD/Data Source1 Login ACD/Data Source1 ACD/Data Source2 ACD/Data Source2 Login ACD/Data Source2 ACD/Data Source3 ACD/Data Source3 Login ACD/Data Source3 ACD/Data Source4 ACD/Data Source4 Login ACD/Data Source4 ACD/Data Source5 ACD/Data Source5 Login ACD/Data Source5 ACD/Data Source6 Login ACD/Data Source6 ACD/Data Source7 Login ACD/Data Source7 ACD/Data Source8 Login ACD/Data Source8
Last Name First Name Middle Initial Suffix (mm/dd/yyyy) Tax ID (SSN) Amount Rank* (mm/dd/yyyy) (mm/dd/yyyy) Is Supervisor Is Team Lead Organization* Supervisor Team Lead Job Title Employee ID Username Email Address Home Phone Work Phone Cell Phone Address Line 1 Line 2 Line 3 City e Code Country Name ID Extension Name ID Extension Name ID Extension Name ID Extension Name ID Extension ACD/Data Source6 Name ID Extension ACD/Data Source7 Name ID Extension ACD/Data Source8 Name ID Extension
Tom Thomas B Jr 02/01/2000 123-45-6789 10.5 1 01/01/1999 TRUE FALSE Nat's Org Bell, Natalie Bell, Natalie Sr. Rep 00411 098765 t1adams@abccompany.com 615-555-1212 615-555-1212 615-555-1212 123 Anywhere Street Apt. B Anywhere AZ 30000 USA Cisco\x 39658 Cisco\x Cisco\x Cisco\x gc\gc gc 5863
Joe Joseph k kj 02/01/2010 987-65-4321 9.99 2 02/01/1920 FALSE FALSE BackOffice Bell, Natalie Bell, Natalie Sr. Rep 000212 Jjoseph tadams@abccompany.com 615-555-1212 615-555-1212 615-555-1212 124 Anywhere Street Apt. B Anywhere AZ 30001 USA Cisco 857412 CustomKPI 52748 Test 589654 NTID 85475 Screens logins52 Webstar 5241 DoNotDelete 87485
 Minimum Maximum Max
ACD/Data Source9 Login ACD/Data Source9 ACD/Data Source10 Login ACD/Data Source10 ACD/Data Source11 Login ACD/Data Source11 ACD/Data Source12 Login ACD/Data Source12 ACD/Data Source13 Login ACD/Data Source13 ACD/Data Source14 Login ACD/Data Source14 ACD/Data Source15 Login ACD/Data Source15 Pop Up Quality Paid Hours Paid Hours Preferred Max OT Max VTO VTO per
ACD/Data Source9 Name ID Extension ACD/Data Source10 Name ID Extension ACD/Data Source11 Name ID Extension ACD/Data Source12 Name ID Extension ACD/Data Source13 Name ID Extension ACD/Data Source14 Name ID Extension ACD/Data Source15 Name ID Extension Address Proficiency* Score per Week* per Week* Start Chat Sessions Employee Type* per week* Max OT per day* per week* day* OT before shift* OT after shift* VTO shift start* VTO shift end* User1 User2 User3 User4 User5 User6 User7 User8 User9 User10 User11 User12 User13 User14 User15 User16 User17 User18 User19
tthomas 1 start early 1 Full-time Prefer Prefer Prefer Prefer UserTest1 UserTest2 UserTest3 UserTest4 UserTest5 UserTest6 UserTest7 UserTest8 UserTest9 UserTest10 UserTest11 UserTest12 UserTest13 UserTest14 UserTest15 UserTest16 UserTest17 UserTest18 UserTest19
gc\gc 1234 5863 Jjoseph 1 start early 2 Full-time Prefer Prefer Prefer Prefer UserTest1 UserTest2 UserTest3 UserTest4 UserTest5 UserTest6 UserTest7 UserTest8 UserTest9 UserTest10 UserTest11 UserTest12 UserTest13 UserTest14 UserTest15 UserTest16 UserTest17 UserTest18 UserTest19
 Validation Errors
User20 User21 User22 User23 User24 User25 User26 User27 User28 User29 User30 User31 User32 User33 User34 User35 Detected
UserTest20 UserTest21 UserTest22 UserTest23 UserTest24 UserTest25 UserTest26 UserTest27 UserTest28 UserTest29 UserTest30 UserTest31 UserTest32 UserTest33 UserTest34 UserTest35
UserTest20 UserTest21 UserTest22 UserTest23 UserTest24 UserTest25 UserTest26 UserTest27 UserTest28 UserTest29 UserTest30 UserTest31 UserTest32 UserTest33 UserTest34 UserTest35
 ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data
ACD/Data Source1 Login Source1 ACD/Data Source2 Login Source2 ACD/Data Source3 Login Source3 ACD/Data Source4 Login Source4 ACD/Data Source5 Login Source5 ACD/Data Source6 Login Source6 ACD/Data Source7 Login Source7 ACD/Data Source8 Login Source8 ACD/Data Source9 Login Source9 ACD/Data Source10 Login Source10 ACD/Data Source11 Login Source11 ACD/Data Source12 Login Source12
Last Name First Name Middle Initial Suffix Birthdate Tax ID (SSN) Wage Amount Rank* Start Date* End Date* Is Supervisor Is Team Lead Organization* Supervisor Team Lead Job Title Employee ID Username Email Address Home Phone Work Phone Cell Phone Address Line 1 Address Line 2 Address Line 3 City State Zip Code Country Source1 Name ID Extension Source2 Name ID Extension Source3 Name ID Extension Source4 Name ID Extension Source5 Name ID Extension Source6 Name ID Extension Source7 Name ID Extension Source8 Name ID Extension Source9 Name ID Extension Source10 Name ID Extension Source11 Name ID Extension Source12 Name ID Extension
t1adams@abcco 123 Anywhere
Tom Thomas B Jr 02/01/2000 123-45-6789 10.5 1 01/01/1999 TRUE FALSE Nat's Org Bell, Natalie Bell, Natalie Sr. Rep 00411 098765 mpany.com 615-555-1212 615-555-1212 615-555-1212 Street Apt. B Anywhere AZ 30000 USA Cisco 39658
tadams@abcco 124 Anywhere
Joe Joseph k kj 02/01/2010 987-65-4321 9.99 2 02/01/1920 FALSE FALSE BackOffice Bell, Natalie Bell, Natalie Sr. Rep 000212 Jjoseph mpany.com 615-555-1212 615-555-1212 615-555-1212 Street Apt. B Anywhere AZ 30001 USA Cisco 857412 CustomKPI 52748 Test 589654 NTID 85475 Screens logins52 Webstar 5241 DoNotDelete 87485 DoNotDelete 87485
 ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data ACD/Data
ACD/Data Source13 Login Source13 ACD/Data Source14 Login Source14 ACD/Data Source15 Login Source15 Minimum Paid Maximum Paid Max OT per Max VTO per Max VTO per
Source13 Name ID Extension Source14 Name ID Extension Source15 Name ID Extension Pop Up Address Proficiency* Quality Score Hours per Week* Hours per Week* Preferred Start Chat Sessions Employee Type* week* Max OT per day* week* day* OT before shift* OT after shift* VTO shift start* VTO shift end* User1 User2 User3 User4 User5 User6 User7 User8 User9 User10 User11 User12 User13 User14 User15 User16 User17 User18 User19 User20 User21 User22 User23 User24 User25 User26 User27 User28 User29 User30 User31 User32 User33 User34 User35

tthomas 1 40 40 start early 1 Full-time 10 2 5 1 Prefer Prefer Prefer Prefer UserTest1 UserTest2 UserTest3 UserTest4 UserTest5 UserTest6 UserTest7 UserTest8 UserTest9 UserTest10 UserTest11 UserTest12 UserTest13 UserTest14 UserTest15 UserTest16 UserTest17 UserTest18 UserTest19 UserTest20 UserTest21 UserTest22 UserTest23 UserTest24 UserTest25 UserTest26 UserTest27 UserTest28 UserTest29 UserTest30 UserTest31 UserTest32 UserTest33 UserTest34 UserTest35

gc\gc 1234 5863 Jjoseph 1 40 40 start early 2 Full-time 10 2 5 1 Prefer Prefer Prefer Prefer UserTest1 UserTest2 UserTest3 UserTest4 UserTest5 UserTest6 UserTest7 UserTest8 UserTest9 UserTest10 UserTest11 UserTest12 UserTest13 UserTest14 UserTest15 UserTest16 UserTest17 UserTest18 UserTest19 UserTest20 UserTest21 UserTest22 UserTest23 UserTest24 UserTest25 UserTest26 UserTest27 UserTest28 UserTest29 UserTest30 UserTest31 UserTest32 UserTest33 UserTest34 UserTest35