You can import employee data from an Excel file using the import wizard.
The import wizard for job and employee data is similar, except for a few variations. For further information, refer to the articles in the section “Job Imports.”
To create an import Excel file
The first step is to create a template of an Excel file to be used in the import process.
1. Navigate to the Employee Administration tab.
2. On the Export menu, click Export Current List to Excel.
This displays the Confirm File Download dialog box:
3. Click Download File(s) to download and save the file.
4. Delete all rows from this file except the header row (row containing column headings).
5. Add or update data in the columns and use it for the import process.
The column headings in the Excel sheet are the field names in the job description.
- The source file should not have any default employee accounts like ADMIN or _NoManager; otherwise, the import process fails. You should delete the rows containing ADMIN or _NoManager entries in the Excel file.
- First name, last name, and employee name should not contain non-standard ASCII Unicode characters; they will not be imported into the system.
To use the import wizard
1. View the following video for a walkthrough of the wizard.
For detailed information on the import wizard, refer to the article, “Importing the Ad Hoc Employee Data".
The unique elements in the wizard (Page 3) are shown in the following video:
2. Follow all steps in the wizard and click Run Import.
This starts the import process as shown:
3. Click View Results to view the employee records:
This displays the View Import Results screen:
The results are displayed in the rightmost columns.
4. Click Close Form.
5. Click Download Results to download and save the Excel file.
6. Open the Excel file to view it.
To set the “Password must be changed when user logs on” flag in the Excel sheet
You can set the following flag for the employee user record in the importing Excel sheet:
If the Password must be changed when user logs on checkbox is selected, this prompts the user to change the password after the first login.
1. The importing Excel sheet may contain just two columns, namely Emplid and Employee Name as shown:
2. Add a new column with the column heading Password must be changed.
3. Add the following details for each employee:
- True – If you wish to enable the Password must be changed when user logs on option after importing the Excel sheet
- False – If you do not wish to enable the Password must be changed when user logs on option after importing the Excel sheet
4. Save the Excel sheet and close.
5. Import the Excel sheet as per the steps given in the previous section.
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