> ## Documentation Index
> Fetch the complete documentation index at: https://docs.senzohq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Standard Template

> Column definitions, required fields, and format rules for the Senzo CSV template

# 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

<Card title="Download workforce-metrics-template.csv" icon="download" href="https://app.senzohq.com/templates/workforce-metrics-template.csv">
  Standard CSV template with all columns and example data
</Card>

## 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`       |

<Note>
  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.
</Note>

## 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

```csv theme={null}
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](/troubleshooting/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