Table data refers to information in the tables of the employee profile.

Tables allow you to import historical data or multiple entry data and include: Work, Address, Children, Right to Work, Employment, Salary, Variable Pay, Deductions, Entitlements, Equity, and Training sections.

You can also use this import to overwrite existing data by matching the effective dates.

How to import table data

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  1. From the left menu, select People > Import.
  2. Click Import Table and select the table you want to import. Decide if you're importing people data (Work, Address, Children, Right to Work, Training) or payroll data (Employment, Salary, Variable Pay, Equity, Deductions, Entitlements). You can access and download templates for all.

    Note: Only 500 records can be uploaded at a time. Please prepare your data files accordingly to allow for a smooth import process.

  3. Populate your template.

    Tip: Have a look at the Please Read page of the spreadsheet.

  4. Once you have your data on the template you can upload it. Select the table name, click Import Table, and follow the prompts.

    Tip: Make sure you select the correct sheet for the data you want to import.

    Note: You must have the employees' email addresses for this to work!

  5. Once you've uploaded your sheet, any anomalies, and values which need might need to be manually sorted will automatically be flagged. Sort the data by dragging the data points into the correct table fields.
  6. Click Import, and you're done!

FAQs

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.

How can I delete data in bulk?

You can only delete table data in bulk that has a unique identifier, which is an effective date or grant number. From a table, you can delete data from Work or Address, or payroll data such as Employment, Salary, Variable Pay, Deductions, and Entitlements/Additional earnings because these have effective dates, and Equity because it has a grant number. In your spreadsheet, enter <DELETE> in the data cells you wish to delete, then import your table data. The data in the employee's profile will be empty for the data points you entered <DELETE>.