How to import information to your employees' master data. The method described is the same whether or not it is the first time that you're to import data, or if several imports are needed.
Before you import employee master data, you need to prepare an excel file with the desired data for import.
Note
In this file, there is a couple things to remember:
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The file must at least contain the employee's work email address, which needs to be mapped as well as it is the ID of the employee.
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Two employees cannot share the same email
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The manager field needs to be populated by the manager's email
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A manager cannot have themselves as a manager.
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A CEO cannot have themselves as a manager
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A CEO cannot have a manager
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The department should be filed as ID or user-defined ID, matching the assigned ID located in the department section.
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Enter country code before the phone number, i.e. +45 for Denmark.
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Data information should be in text format and use same format, i.e. dd.MM.yyyy
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Salary and other values need to be numbers and cannot be preceded by a currency symbol (€) or immediately followed by a percentage mark (%) as this is not supported. Decimal points should be filled out with a comma, not a period.
Once the file has been prepared for import, the next step is to be completed.
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Go to in the main menu
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Click the import icon
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Select the form that should be populated by the imported data
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Upload the file
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Press
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Map the fields form the Excel file to the selected form
Note
Please remember:
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Dates need to match the format from Excel, i.e. dd.MM.yyyy, dd-MM-yyyy or dd/MM/yyyy
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Sub-selections need to be mapped as well in the cases of gender, contract type, country, yes/no, or similar
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Desired currency should be selected in currency elements
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Click when the desired fields have been mapped.