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Standard Template

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

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Download the template

Download workforce-metrics-template.csv

Standard CSV template with all columns and example data

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Required columns

These columns must be present and populated for every row. Uploads missing required fields will fail validation.
ColumnFormatDescription
dateYYYY-MM-01The first day of the period month. Always the 1st of the month regardless of actual period end.
unit_nameTextName of the clinical unit or department. Must match a unit configured in Settings exactly.
provider_type_nameTextStaff role or provider category. Must match a provider type configured in Settings exactly.
headcountIntegerNumber of employees in this unit/role combination at period end

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Optional columns

Optional columns enrich the intelligence Senzo can surface. Include as many as your data source supports.
ColumnFormatDescription
facility_nameTextFacility or site name. Required for multi-site organizations.
positionsDecimalBudgeted positions (FTE equivalent)
fteDecimalFilled full-time equivalent at period end
vacant_fteDecimalUnfilled FTE at period end
inflow_headcountIntegerNew hires and transfers in during the period
outflow_headcountIntegerDepartures and transfers out during the period
worked_hoursDecimalTotal hours worked during the period
overtime_hoursDecimalOvertime hours worked during the period
agency_hoursDecimalAgency or temp staff hours during the period
absence_hoursDecimalUnplanned absence hours during the period
scheduled_hoursDecimalTotal scheduled hours during the period
budgeted_fteDecimalBudgeted FTE for the period

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Date format

The date column must use YYYY-MM-01 format — always the first of the month.
✅ Accepted❌ Not accepted
2026-02-0102/01/2026
2026-02-01Feb 2026
2026-02-01202602
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.

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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.

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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

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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

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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