Importing Employee Data

You can import a tab-delimited text or CSV file with updated field information for employees. This updates fields on the Employee Details form.

To upload a file that updates employee records:

1.

Enter an Import Name. This is a required field; you cannot import a file without this information.

2.

Select whether to keep or remove existing employee data (provided the uploaded file contains blank fields).

Note:  If a data attribute in the import file has a null value and Keep Existing Employee Data is selected, then the current attribute in the system is not replaced with a null value.

3.

Click Upload File.

4.

Navigate to a locally stored field import file, then click Submit.

5.

Click Import. An Employee Fields Import screen appears. Processing steps describe the information saved to employee records and include a date and time stamp. You can view this as a report or download in PDF or XLS format by clicking Report.

6.

Click Close.