General

Alternative Ways to Create Data Import Templates

You can also create your own templates by simply adding the correct field names as…

Creating Data Import Templates from the Authorisation Centre

You can create an empty file, or import template, to populate with your data ready…

Data Migration during Implementation

During the implementation phase of the software, we will provide you with empty files called…

Important using the Authorisation Centre

1. Switch off Workflow   The Authorisation Centre asks you whether you wish to turn off Workflow…

Importing Data

You can import data into most areas of the software from CSV files using the Authorisation…

Importing Data to Other Employee Files

Where there is a one to many relationship for the information you are importing (i.e. where the…

Importing Date to HR Record

For information where there is only one record for each employee, (i.e. the relationship is one…

Preparing the data

Before you can import your data, you must make sure it is in a format…