Difference between revisions of "Import Employee Demographics"

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'''This program will import employee information into the Human Resource System (demographic page) so it does not have to be entered one staff member at a time. It will import data from a Pipe"|" Delimited file to a table on the screen and the user can choose which employee's information to import. '''
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'''This program will import employee information into the Human Resource System (demographic page) so it does not have to be entered one staff member at a time. It will import data from a file to a table on the screen and the user can choose which employee's information to import. '''
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'''Pipe "|" Delimited File Format''':
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SSN | Last Name | First Name | Middle Name | Suffix | Email Address | Gender | Hire Date | DOB
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| Address | Apt | City | State | Zip | Home Phone | Cell Phone | Phone # 3 | Phone # 4 | Emergency Phone #
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| Employee Status Code | Separation Date | Driver License State | Driver License # | Driver License Expiration Date
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Please note that the hire date, birth date, and separation date should be in the following format:  YYYYMMDD.
  
  

Revision as of 15:13, 15 October 2015

This program will import employee information into the Human Resource System (demographic page) so it does not have to be entered one staff member at a time. It will import data from a file to a table on the screen and the user can choose which employee's information to import.

Pipe "|" Delimited File Format: SSN | Last Name | First Name | Middle Name | Suffix | Email Address | Gender | Hire Date | DOB | Address | Apt | City | State | Zip | Home Phone | Cell Phone | Phone # 3 | Phone # 4 | Emergency Phone # | Employee Status Code | Separation Date | Driver License State | Driver License # | Driver License Expiration Date

Please note that the hire date, birth date, and separation date should be in the following format: YYYYMMDD.


On the left navigation panel, select Human Resources, Loaders and Import Employee Demographics.


Setup Box Options

To find definitions for standard setup values, follow this link: Standard Setup Options.

For other set up values not listed in the standard set up list:

  • Email Type - Choose the email type to be imported: Home, Work or Other
  • Address Type - Choose the address type to be imported: Home, Mailing, Etc.
  • Country Type - Choose country of where the address is located.
  • Phone Number 3 and 4 Type - Note: Phone numbers 1 & 2 ( Home and Work) are hard coded. Choose other phone numbers for 3 & 4: Cell, Answering Service, Beeper, Etc.
  • Emergency Number Type - Choose phone number for your emergency number.
  • Driver's License Type - Choose driver's license type: Automobile, Commercial, Bus, etc.
  • Overide HR Data - Choose if you wish to overwrite the data that currently exists in the HR database.
  • Include IDs - Choose if the file contains staff IDs.
  • Update HR IDs - Choose if you wish to overwrite the es=xisting staff IDs with the import file staff IDs.
  • Choose File - Click to choose the file to import from where it is stored on your computer.


Click the OK to advance to the next page.

Column Headers To find definitions of commonly used column headers, follow this link: Common Column Headers. For other columns not listed in the common column list:

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