Employee Data Import

The Employee Data Import page lets you import electronic employee files from your payroll app. These imported files can then be used for scheduling, time tracking, etc. The electronic employee files form the basis for your labour costing and reporting.

An electronic employee file houses all the data available for an employee in one convenient place. This information has a broad spectrum of uses including payroll, job assignments, scheduling and HR related requirements. The information is filed in easy to access categories with tabs clearly identifying their headings.

TO IMPORT DATA INFORMATION FILES FROM YOUR PAYROLL APP:

You must have an export file created and saved through your payroll app before you can import the file to CLEARVIEW.

Open the Employee Data Import page.
Select Import New File from the Import Options drop-down list.
In the Import Employee Data window:
1. Select your payroll package from the Source drop-down list.
  
  If your payroll package is not listed among the options:
  1. Select Generic CSV from the Source drop-down list.
  2. Click on the Download Excel Template button.
  3. Open the downloaded import_csv_template.csv file.
  4. Copy and paste your employee information into the correct columns of the import_csv_template.csv file.
    
    The data in the file must be in the correct format, else the file will get rejected.
    
    Click on the View Generic Specifications button in the Import Employee Data window for details to ensure the format is correct.
  5. Save the file and note its location.
2. Click on the Browse button and navigate to the folder containing the employee data file. exported from your payroll app.
3. Select the employee data file.
4. Select or enter the default (that will be applied to everyone in the file being imported) for each of fields displayed on the page.
  
  EXAMPLE
  
  You could select a reporting store that will apply to everyone if you're importing employees from a single location.
  - Only fields that are not included in the file exported by your payroll app are displayed on the page.
  - After importing, the fields can be edited for each employee at step 4 onwards.
5. Click on the Import button. Your employees will now appear in the holding area.
Click Update next to each employee to edit the data being imported.

indicates that there's data missing in at least one field for the employee.
Edit the fields, as desired, in the Update Employee Information window (see edit an electronic employee file for details).

To exclude employees from the data being imported:
1. Place a checkmark in the box in the first column for each employee you want to exclude.
2. Select Remove selected employees from the Import Options drop-down list.
To cancel the import process for all employees being imported:
- Select Remove all employees from the Import Options drop-down list.
To import only some employees from the data displayed:
1. Place a checkmark in the box in the first column for each employee you want to import.
2. Ensure that the data is complete for each of the employees being imported (there's no next to any of the employees being imported).
3. Select Import selected employees from the Import Options drop-down list.
To import all employees from the data displayed:
1. Address all the Errors/Warnings listed at the bottom of the page.
2. Once you've addressed all the Errors/Warnings, select Import All Employees Without Errors or Warnings from the Import Options drop-down list.
To ignore warnings and import all employees from the data displayed:
- Use this option if the warnings are deemed acceptable (like if you actually have 2 employees with the same name).
1. Address all the Errors listed at the bottom of the page.
2. Once you've addressed all the Errors, select Import All Employees Without Errors from the Import Options drop-down list.

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