How do I import the employees fixed information using the flexi fixed information utility?
Description
The Flexi Fixed Information Import allows the import of data into the system from a .CSV file (comma delimited), provided valid headings have been used in the file.
Due to the fact that the system uses the Headings in the file to determine the field that must be updated, it is essential that this field is correct.
If the column heading is incorrect the system will populate an error message, allowing you to ignore the column and still import the rest of the file.
New employees will only be imported into a company if ALL mandatory fields have been defined in the layout and if ALL the validation tests have been passed on these mandatory fields.
Information can also be cleared from the Basic Employee Information Screen via the Flexi Fixed Information Import, if it is not a mandatory field, by populating those fields with a hash (#).
Cause
Resolution
To ensure the correct headings are being used:
Create a layout with the required fields. Click here for the guidelines document
Export the Headings for this layout.
Populate the columns in MS Excel.
Save as a CSV (comma delimited) file.
How to Access the Flexi Fixed Information Import
From the Main Menu:
Click on Interfaces
Click on Flexi Fixed Information
Click on Import
NOTE: To access the Flexi Fixed Information Import Screen, the Basic Access Control must be set to Full Access for Employee Fixed Information. Advanced Access Control must be set to Full Access for Import Employee Fixed Info on Advanced Page 1
NOTE: When accessing the Flexi Fixed Information Import , a reminder message will be displayed to first make a Backup before proceeding.
Click on Browse to indicate where the import file is located.
Enter the name of the import file
NOTE: The import file name which must have extension .CSV.
Click on Import
CAUTION: During the import process a Warning/Error Report will be generated concerning all invalid fields or information and whether the information was imported or not. Please consult the <Import Guidelines> for details concerning all the possible warning/error messages and how to solve them.
NOTE: To access the Flexi Fixed Information Import Screen, the Basic Access Control must be set to Full Access for Employee Fixed Information. Advanced Access Control must be set to Full Access for Import Employee Fixed Info on Advanced Page 1
CAUTION: During the import process a Warning/Error Report will be generated concerning all invalid fields or information and whether the information was imported or not. Please consult the <Import Guidelines> for details concerning all the possible warning/error messages and how to solve them.