The first step is to configure the elements you are planning on importing:
- Navigate to HR Import > Elements > Manage Elements
- Hide the elements you are not importing
Upload the file(s):
- Navigate to HR Import > Sources > Upload HR Import files
- Select Choose a file… to select the file(s) (OR drag and drop the files into the upload zone)
- Select Upload
- A confirmation message appears
The final step is run the import:
- Navigate to HR Import > Run HR Import
- Click Run HR Import
- You are notified of any error or warnings and these can be viewed in the HR Import Log.
- Set up your position and organisation hierarchies first
- When completing the first user import complete it in two stages. This will avoid issues where the system doesn’t recognise the Manager ID.
- All users with no manager mapping
- All users with manager mapping