Before you begin
We recommend downloading and using the employee data template to import your people data. From the left menu, select People > Import. Click Update People. Click the download icon at the bottom of the page to download the employee data template.
Note: Updating people data will add data to empty fields or overwrite matched fields with new data.
How to update people data
- From the left menu, select People > Import.
Click Update People.
Tip: Click View import history to add a new file with the import file uploader or select a previously uploaded file. Here, you can also have people data reviewed by someone before you upload and see who used the Login As feature to upload or import a file.
- Once you have your data in the template, you can upload it. Click Upload and follow the steps (if you are on the same page), or click Import People again and follow the prompts.
Tip: Make sure you select the correct sheet for the data you want to import. If you wish to import data from different sheets, please repeat the same steps for each sheet.
- Once you've uploaded your sheet, any anomalies will automatically and values that need might need to be manually sorted be flagged.
- Click Next.
A mini report detailing rows that have successfully been imported, and any errors, will be displayed. You can download this report to know what you need to fix and import again.
What happens if I have errors?
If your import doesn't match, you'll receive errors. The easiest way to fix these errors is to download the error report. This will give you a spreadsheet in the correct format for re-upload, with one line for each error.
In the last column of the data, you will find the error reason. Once you have corrected your data, you can use this same spreadsheet to upload the new information. Use the same button (import or update) that you used initially.
We recommend reading the Please Read tab on the template you have downloaded for tips and suggestions.