- Navigate to Administration - Import
- Select Upload under Employee Profile Updates.
- Select which fields you would like to update under Which Fields Do You Want to Bulk Update.
- Choose either to Upload Employee Fields in Separate Columns, or to Upload with Employee Template, select the input field, and the choose which fields you wish to add from the dropdown that appears.
Note: you may choose to select all fields. - Enter an Effective Date for the update.
- Select Download Template. This will download an Excel spreadsheet with all of the existing data, including the system employee id.
- Update the information that you would like to update for the employees into the spreadsheet and save your spreadsheet. Note: Do not modify the Employee System ID column.
- Enter a name for the import in the Import Name box.
- Select Browse under Upload the Completed Templates.
- You will now see a copy of the file you just uploaded.
- The Review section will display any errors to be fixed. Fix the errors if necessary and re-upload the spreadsheet. If no errors display, select Import.
Not allowed
Import Employee Updates
Not Allowed