By Hemu Mistry, Hemu Mistry, Manager, Application Development and Support, info:HR
I have compiled a list of few standard import utilities we have in info:HR and in our Import/Export Module. In a similar vein to our Mass Update section, the goal of these utilities is to provide you with a quick way to update the records of multiple employees, rather than having to do individual updates on each employee’s respective screens.
Import / Export Module – Attendance import:
This option is located in the Import/Export module, under the Import menu. It allows you to import Attendance records by Employee # or SIN # or Badge ID. And you also have the option to convert the Reason Code in the import file to info:HR’s Attendance Code using the Payroll Matrix screen under the Setup menu in info:HR.
To use this function, you will need to have Attendance Data Import security under the Setup menu \ Security \ Security Master screen \ More Security menu \ Utilities section. The import file can be a CSV or TXT file format with a specific layout. Please contact us to get the file format for the Attendance records import file and the instructions for the import process.
Import / Export Module – Continuing Education import:
This option is located in the Import/Export module, under the Import menu. It allows you to import employees’ Continuing Education records on the Continuing Education screen under the Employee menu \ Education/Skills in info:HR.
To use this function, you will need to have Continuing Education Data Import security under the Setup menu \ Security \ Security Master screen \ More Security menu \ Utilities section. The file format for this import can be either .xls or .xlsx and has a specific layout. Please contact us to get the file format for the Continuing Education records import file and the instructions for the import process.
Import / Export Module – Salary import:
This option is located in the Import/Export module, under the Import menu. It allows you to import employee’s current Salary records on the Salary screen under the Employee menu \ Work History/Compensation in info:HR. To use this function, you will need to have Salary Data Import security under the Setup menu \ Security \ Security Master screen \ More Security menu \ Utilities section. The file format for this import has to be .xls and has a specific layout. Please contact us to get the file format for the Salary records import file and the instructions for the import process.
info:HR Module – Import Email Addresses:
This option is located in the info:HR module, under the Mass Updates menu \ Import Email Address screen. To use this function, you will need to have Import Email Address security under the Setup menu \ Security \ Security Master screen \ More Security menu \ Mass Changes section.
The Import Email Address screen allows you to import two types of emails addresses – Employee’s Email Address on the Status/Dates screen under the Employee menu \ Basic Information and the User’s Email address with SMTP information and Supervisor tag on the Email Setup screen under the Setup menu \ Security (which you need for the ESS and Onlime Timesheets modules).
To import employee’s email address on the Status/Date screen use the “Update on Status/Dates screen” option and to load user’s email address use the “Load Email Setup” option. The file format for both these imports can be either .xls or .xlsx. The respective import file layout for each is displayed when you click on the question mark () icon.
When ready to import the Excel Spreadsheet, select the appropriate option, i.e. “Update on Status/Dates screen” or “Load Email Setup”, then click on the Browse icon () to select the Excel Spreadsheet file to import email addresses from and then click on the “Import” button to import.
If you have any questions or comments, or need any assistance with any of the functionality in info:HR, ESS or Timesheet, please do not hesitate to call our support line or email us on support@infohr.com.
