KPI Transaction Data Import Layout

The layout below can be used to import KPI Transaction Data into the HRIS. Column Headers must be provided in the import file and the order of the columns must match the order specified in the table below. The import file must have the same number of columns as indicated in the table below, as well.

General Information on Importing Data

For general information on importing data including supported formats and common questions see Imports Overview

Location of Data within HRIS

See Performance Management - KPI's Overview

When is a Record Added vs Updated?

If an existing record is found using the key fields ([key]) identified below, the HRIS will update that record during import. Otherwise, a new record will be added.

Column Header Data Type Max Field Length Required Notes
KPI Name
Text

<=250

Yes
The name of the KPI in the system. Must match exactly.
Transaction Date
Date
  Yes The date of the transaction.
Reporting Value
Numeric
 
Yes
The reporting value of the transaction.
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