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Import Data (Employees, Departments, Transactions, Benefits and Jobs)




16 STEPS

1. The first step is to hover over the gear icon.

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2. Click Import.

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3. Click Add Import.

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4. Click the Import Type dropdown menu.

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5. Click the item you'd like to import.

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6. Click Choose File.

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7. Double-click the file you wish to import (Formatted .CSV files only).

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8. Click Import Now.

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9. If your import doesn't require mapping, then all you need to do is wait for your import to complete!

If your import does require mapping (employee import), then please continue!

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10. If you want to reuse mapping that you've already created click here.

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11. If you want to save the mapping you're about to create, click here and type in the name of the mapping. (For Example: EE Import)

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11b. Click

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12. Select or enter the number of columns in your import file.

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13. Click on the employee field dropdown to begin mapping

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14. Click the appropriate field that matches your column header (or (ignored) if you want to skip that column).

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15. Once all columns are mapped, select Save Mapping and Import

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16. Wait for the import to complete!

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2051918/How-to-Import-Jobs

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