As a PeopleHR admin, you can upload employee data from a CSV file using the Employee Data Updater tool. All you need to do is create a CSV file, then simply set up and run the tool.
📌Note: You can't delete data or upload blank values.
To do this, follow the steps in each of the sections below.
Create the CSV file
Firstly, you need to enter the relevant data in a Microsoft Excel spreadsheet, then convert this to a CSV file. To ensure the import is successful:
We recommend you test one employee first.
Format any fields containing dates as YYYY-MM-DD.
To create your spreadsheet, use the relevant fields from the list below as column headings.
⚠️Important: You need to use the exact column names shown below for the import to work. Please note that the names are case-sensitive.
EmployeeId
Title
FirstName
LastName
Email
Gender
DateOfBirth
StartDate
ReportsTo
ReportsToEffectiveDate
Company
CompanyEffectiveDate
JobRole
JobRoleEffectiveDate
Location
LocationEffectiveDate
Department
DepartmentEffectiveDate
NationalInsuranceNumber
Nationality
EmploymentType
EmploymentTypeEffectiveDate
Address
PersonalPhoneNumber
AnalysisCode1
AnalysisCode2
Payroll Company
Payroll ID
Time & Attendance ID
Rota ID
CRM ID
ATS ID
Performance ID
Benefits ID
System1 ID
System2 ID
System3 ID
APIColumn1
APIColumn2
APIColumn3
APIColumn4
APIColumn5
PersonalEmail
MethodOfRecruitment
Once you've created your spreadsheet, you need to convert it to a CSV file.
Set up and run the tool
Next, you need to set up and run the Employee Data Updater tool.
Double-click the .exe file.
Create an API key with access to all employee endpoints.
Within the tool, click Settings then enter the API key.
Click Save then click Browse.
Locate and select your CSV file.
Enter a relevant change reason then click Update People.
When the status shows as Completed, this means the tool has run.