Add or Remove Employees via an Employee Import

 

Important Notes

  • Check with your Administrator before creating an import as there could be an existing SFTP setup for the Employee Import!
  • Every employee you import will overwrite existing selected fields. Therefore, it is recommended to start a new import with an export of your current employee list when you want to add new people.
  • Manually added employees are exempted from deletion if they are not included in the import.

 

Steps

Complete the steps:

Step 1. Export the Employee List

From the menu, click the Manage manage_icon.png icon.

From the sub-menu, click Employees.

When on the Manage Employee screen, click the More Actions icon [1] to display more actions.

Click Export to CSV. The employee list is automatically downloaded.

export_to_csv.png

Step 2. Set up the CSV file

Open the downloaded CSV file in a spreadsheet editor.

Add your new employees to the end of the employee list.

Step 3. Import the Employee List

From the Manage Employees screen, click the More Actions icon [1] and then select Import.

import_employees.png

Upload CSV File

The Upload CSV file dialog displays.

Either drag and drop a CSV file into the window or click and browse to select the file.

import_employees_upload.png

Map Employee Profile

After you have selected the CSV, you'll see an intermediate screen. This is where you map your import fields to those accepted by the SiQ product.

import_employees_map_fields.png

At the top is a list of all required fields which are:

  • Full Name
  • Department
  • Email
  • Employee Type

The green check marks indicate you have already mapped the required field.

For the fields that you want to overwrite (update), click the -Select- drop-down either:

  • select the field to map to
  • select Extra field
  • for fields you don't want to map, select Skip column.

Your mappings will be remembered, so when you import another CSV in the future with the same column header names, your job will be much easier. If for any reason you don't want to update a field, then don't map the source.

When you are ready, click the Next button.

Preview

The Preview dialog displays. This shows you a preview of your import data.

import_employees_preview.png

Double check to make sure that the values shown make sense with the column title mappings.

When you are ready, click the Import button and a warning displays "You are about to overwrite employee data, this action cannot be undone." Click the Continue button to import the employees.

Import In Progress

A progress bar displays.

import_employees_process.png

Import Summary

When the import is finished an Import Summary dialog displays the number of rows created, updated, deleted, and failed.

import_employees_summary.png

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