You can import the employee data or previous job data from Excel or XML files. This feature is usually used to restore the employee data.
To import the employee data from XML files
Employee XML files should be imported into an entity within the same organization as the source entity for the XML files. This XML file retains the source organization id., so the target entity must have the same organization id.
1. Navigate to the Employee Administration tab.
2. Using the search and filter options to find the desired employees.
3. Click Import, and select Import from XML files (JDXEE).
This displays the Upload Files to Entity screen:
4. Click Browse File(s).
This displays the following dialog box:
5. Click Add.
6. Click Choose File.
7. Select the ZIP folder which you have exported using the Full Data Export to Excel or XML option.
This displays the following dialog box:
For further details, refer to the article, “Exporting the Employee Data to XML or Excel"
8. Click OK.
This begins the import process and displays the Upload Files to Entity screen:
The employees marked in red match with the system records. The employees marked in black are the employees with updated details or new employees.
9. Select the check boxes of the employees which you wish to import in the system and click Import Checked Files.
This displays the Import Results screen:
10. Click Download Results in Excel to download the uploaded details in an Excel file.
This displays the results in an Excel file.
11. Click Close Form to close the screen.
12. Click Close.
To import the employee's previous jobs
1. On the Import menu, click Import Employee Past Jobs.
This displays the following screen:
2. Click Upload.
This displays the following dialog box:
3. Click Add.
4. Click Choose File.
5. Select the Excel file which you have downloaded using the Export Jobs as XML files option.
For further information, refer to the section, “To export the previous jobs of employees in an Excel file,” in the article, “Exporting the Employee Data to XML or Excel"
6. Click OK.
This displays the following screen:
7. Select the appropriate field (from the Excel file) for each column.
Or
a. Click Auto Match Columns to automatically match the columns.
This displays the following message:
b. Click Yes.
This displays the following screen:
8. Select the Replace existing Past Job List check box if you wish to replace the existing jobs in the system.
9. Click Import Past Jobs.
This begins the import process and displays the following message after completion:
10. Click Yes if you wish to view the results.
This displays the following screen:
11. Click Close Form.
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