CLOSE Template

The fields described in this reference information must appear in an upload file in the order listed here. The CLOSE template file can be used to close engagements. The header value also must match the field names in this reference information. If not, you receive an error.

You can download this template by clicking here.

Field Format Required? Description/Notes
Engagement ID Number Yes This is the primary matching key.
Worker First Name Alphanumeric Yes Enter the worker's first name.
Worker Last Name Alphanumeric Yes Enter the worker's last name.
Actual End Date MM/DD/YYYY Yes Enter the date that the engagement actually ends.
Closed Status Reason Alphanumeric Yes Enter the reason for closing the engagement.