Standard Template

The Senzo standard template is a CSV file with one row per combination of period, facility, unit, and provider type.

Download the template

Download workforce-metrics-template.csv

Standard CSV template with all columns and example data

Required columns

These columns must be present and populated for every row. Uploads missing required fields will fail validation.

Column	Format	Description
`date`	`YYYY-MM-01`	The first day of the period month. Always the 1st of the month regardless of actual period end.
`unit_name`	Text	Name of the clinical unit or department. Must match a unit configured in Settings exactly.
`provider_type_name`	Text	Staff role or provider category. Must match a provider type configured in Settings exactly.
`headcount`	Integer	Number of employees in this unit/role combination at period end

Optional columns

Optional columns enrich the intelligence Senzo can surface. Include as many as your data source supports.

Column	Format	Description
`facility_name`	Text	Facility or site name. Required for multi-site organizations.
`positions`	Decimal	Budgeted positions (FTE equivalent)
`fte`	Decimal	Filled full-time equivalent at period end
`vacant_fte`	Decimal	Unfilled FTE at period end
`inflow_headcount`	Integer	New hires and transfers in during the period
`outflow_headcount`	Integer	Departures and transfers out during the period
`worked_hours`	Decimal	Total hours worked during the period
`overtime_hours`	Decimal	Overtime hours worked during the period
`agency_hours`	Decimal	Agency or temp staff hours during the period
`absence_hours`	Decimal	Unplanned absence hours during the period
`scheduled_hours`	Decimal	Total scheduled hours during the period
`budgeted_fte`	Decimal	Budgeted FTE for the period

Date format

The date column must use YYYY-MM-01 format — always the first of the month.

✅ Accepted	❌ Not accepted
`2026-02-01`	`02/01/2026`
`2026-02-01`	`Feb 2026`
`2026-02-01`	`202602`

If your data source exports dates in a different format (YYYYMM, MM/DD/YYYY, Month YYYY), Senzo’s AI upload analyzer will detect and convert them automatically. You do not need to reformat your file before uploading.

Unit and provider type matching

The values in unit_name and provider_type_name must exactly match the names configured in Settings → Organization Setup. If Senzo encounters an unrecognized unit or provider type during import, it will flag the rows for review and offer to create the new entry in Settings automatically.

File structure rules

One row per combination of date + facility + unit + provider type
No merged cells — each cell must contain a single value
No summary rows — do not include Total, Grand Total, or Subtotal rows. Senzo detects and removes these automatically but it is better practice to exclude them.
Column headers in row 1 — the first row must be the header row
No blank rows between data rows

Example rows

date,facility_name,unit_name,provider_type_name,headcount,positions,fte,vacant_fte,inflow_headcount,outflow_headcount,worked_hours,overtime_hours,agency_hours,absence_hours,scheduled_hours
2026-02-01,Main Campus,Emergency Department,Registered Nurse,45,52,41.2,10.8,3,2,7480,1250,890,620,7680
2026-02-01,Main Campus,Emergency Department,Health Care Aide,18,20,16.5,3.5,1,1,2960,180,0,210,3072
2026-02-01,Main Campus,ICU,Registered Nurse,32,36,29.8,6.2,2,3,5280,980,440,510,5376

Troubleshooting

If your upload fails, see Upload Errors for the full error code reference. Most common issues:

Unit name casing doesn’t match Settings (case-sensitive matching)
Date column contains non-date values in some rows
Decimal values use commas instead of periods as separators

Getting Started

Core Concepts

Feature Guides

Data Ingestion

Security & Compliance

Troubleshooting

Standard Template

Standard Template

Download the template

Download workforce-metrics-template.csv

Required columns

Optional columns

Date format

Unit and provider type matching

File structure rules

Example rows

Troubleshooting

​Standard Template

​Download the template

Download workforce-metrics-template.csv

​Required columns

​Optional columns

​Date format

​Unit and provider type matching

​File structure rules

​Example rows

​Troubleshooting

Standard Template

Download the template

Required columns

Optional columns

Date format

Unit and provider type matching

File structure rules

Example rows

Troubleshooting