Custom Imports for Core HR

The Custom Data Imports screen provides the means to do the following two things:

  • Import data into the HRIS using a non-standard Import Format
  • To automate the process of Importing Data from an FTP Server

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The following Custom Import formats are supported:

  • Microsoft Excel
  • CSV (comma separated value)
  • Text File (Fixed Length) - only supported for Import Types of "Employee"

Custom Import Properties Tab

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The table below describes the fields available on the Properties Tab of the Custom Import screen:

Field Description
Import Name Specifies the name of the Custom Import. When automating Imports, the import process will process Custom Imports in alphabetical order. So, if automating more than one Import, the Import Name can be used to control the order in which files are imported.
Import Type Specifies the type of data to be imported. The Import Types available correlate to Import Formats available on the Data >> Imports >> Standard screen.
Import Format Specifies the format of the file to be imported
Worksheet Name If importing from Microsoft Excel, this specifies the name of the Worksheet within the Workbook.
Field Count Only applicable for "Employee" import types. This field specifies how many columns (or fields) of data will be present in the Import File.
Import contains Column Headers Indicates if column headers will be supplied in the Import File.
Only updates will be processed via this Import Only applicable for "Employee" import types. When checked the system will not insert any new records and will only update records that match the SSN or Employee ID supplied in the Import File.
Add new Lookup values Only applicable for "Employee" import types. When checked the system will add Lookup Fields automatically to the system as they are found within the Import File. For example, if a Department is specified in the Import File, but not in the HRIS, the Department will be added to the HRIS during Import.
Data Import Source Specifies if data will be imported manually via the Data >> Imports >> Standard screen or from an FTP Server.
Notification Addresses Specifies email addresses that should be used to email a notification each time a File is imported as a Custom Import.
Only email on error If this box is checked then a notification email will only be sent to the Notification Addresses if more than one error is encountered during the import. If this box is not checked, then an email will be sent each time an import executes.
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