HRIS Imports: Performance Import

This article provides tips and instructions on how to successfully mass import data onto employee Performance tabs in HRIS. This import used to add Performance ratings in bulk.

OVERVIEW

The Performance Import is used to add Performance Ratingsto employee performance tabs in bulk. This import does not directly tie to a Performance Review in Namely. If you've previously run performance reviews outside of Namely, but would like to see your employee's past ratings on their Performance page, this import is for you!  

IMPORT TEMPLATE

  • Template: Performance Rating Import Template

    • Fields available for import: Any custom fields you've created.

    • You must also include one Unique Identifier on your template: EmployeeID, Social Security Number or Employee Email (recommended)

  • Reports: The Profile report type in HRIS contains the unique ID needed to complete this import, and also allows you to add any custom fields.

    • If you'd like to save historical performance ratings prior to completing an import, you can use the Performance Report in the Reporting tool.

SAVE A COPY

It's always best practice to save a copy of your data prior to processing an import, in case anything goes awry.

PREPARING AND UPLOADING THE IMPORT TEMPLATE

Prepare the Import template

  1. Download the Profile report to collect the employees’ data. 

  • In Namely HRIS, click Reporting under Admin Tools > New Report > select Profile as the Report Type > select Profile Default as the Report Template > Create Report. Add the fields you want to add or modify to your report.

  • Refer toHRIS Reportsfor more information.

  1. Use the unique ID information provided from the report and insert it into the import template. You should only include data on employees that need performance information added on your template. 

  2. Once the employee information has been added to the corresponding fields, save the file as a .csv format.

Import the template

Tip:

Test the import first by importing a single row of data and confirming that the import is successful on an employee's profile prior to proceeding with the full import. If you need additional support with the import, refer to HRIS Imports.

 

  1. When the import file is complete, go to Company Settings in Namely HRIS.

  2. Click Settings > Import Data under the General tab.

  3. Scroll down to the Performance Import section.

  4. Click Choose File > upload the completed import template > Upload CSV file.

  5. Under Assign Fields, select the unique employee identifier you used in your .CSV file.

  6. Use the dropdown selection to map the fields in your import file to their corresponding Namely Field. 

A screenshot of a computer Description automatically generated

  1. Click Continue > Import Data.

TROUBLESHOOTING

If an error occurs during the import process, an error report will automatically be generated in a .CSV format. Download the file and refer to Common HRIS Import Error Messagesto resolve the errors. Once the errors have been resolved, re-import only the rows of data that had issues.

If you're still encountering issues or unresolved errors, submit a case in the Help Community and include the import file and any screenshots of the errors as an attachment.

Product Name: HRIS Settings

Feature: Company Settings

Function: Imports

TIPS

  • Your .csv file cannot exceed 5 MB.

  • The first row of each column should be treated as a header row.

  • Each employee must be listed on a separate row.

  • Each row must have Unique ID to match your records to Namely records. Employee email is used as the primary unique identifier within Namely.

  • Dates should be formatted: MM/DD/YYYY

  • Rating Short Title is found at Company > Settings > Performance Ratings > Edit.