Improvements to Employee and Certificate Import

Completed

Improvements to the Employee and Certificate Import

What we’re doing:

Added user-facing field mapping to the Employee and Certificate Import.

Why we think you’ll like it:

The Employee and Certificate Import is currently used to import hired employees from a third-party job posting application. Previously, the program required the import file to contain specific fields in a specific order, which had aligned to a third-party job posting tool’s import file. If that file changed or if users want to import from another third-party application, the file would require manual manipulation. Now, users have control over defining what fields are imported and they are in control of defining where the fields are in the file.

Learn more:

The Employee and Certificate Import is found by going to Atrieve HR > HR Setup & Maintenance > Imports > Employee and Certificate Import.

The import has not been changed in terms of how it finds checks for duplicate employees, converts. or writes the data to Atrieve. For more information on those areas, please refer to the help guide.

Upon entering the page for the first time, the screen will be pre-populated with columns numbers associated to a commonly-used import file structure. These defaults can be overwritten (See section “Overwrite a Report Selection Criteria Profile” below). Otherwise, these defaults will be saved to a report selection criteria for future use. Additionally, users can save multiple sets of report criteria profiles (See section “Create a Report Selection Criteria Profile” below).

Screen Prompts:

Saved Selection Criteria: this field is used to load previously saved selection criteria.

Name of Import File: use the upload button to select your file (csv format with header row) to import.

Column Number Fields:

Similar to imports in Atrieve Finance, the user should define which fields to import by entering the column number of the data in the file. For example, if the employee’s first name is in the third column of the import file, enter 3. To skip the import of a field, the column number field should be left blank or enter 0. If the employee number is left blank or set to 0, the system will automatically assign the employee number based on the next number available.

The import can be used to update existing employees with certificate or education data. To do this, leave all employee fields blank.

Save New Report Selection Criteria Profile

Once the report selection prompts have been completed, click Save at the bottom of the screen.

Enter a new profile code to save the selection to and enter the name of the profile.

Enter Y on the field “Save This Report Profile”.

This profile will now be available to select from the “Saved Selection Criteria” prompt.

Overwrite a Report Selection Criteria Profile