HRIS Imports

Provides an overview of the import feature available in HRIS, which allows you to update data quickly.

OVERVIEW

HRIS Imports allow you to upload data or modify existing data en masse. They are helpful when you need to add or modify large quantities of data that would be time-consuming to process manually.

Refer to this video: General Import (vimeo.com)

This article will guide you through the completion of an HRIS import. 

IMPORTING DATA 

You must have the Company can import data global permission in order to access imports. You can only import data into fields you have edit access for. For more information, see Definitions of Access Role Permissions

To access data imports:

  1. In the navigation bar, click Company.

  2. Click Settings.

  3. Click Import Data.

A list of imports you have performed in the past displays on the Imports page. 

Choose a .CSV (comma-separated) file with employee data to upload. You can either create your own .CSV file or use the Namely Data Import Template.

Data Guidelines

  • 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

Import Types

The following import types are available for your use. In addition to the below information, details on importable fields are also included in the import description on your site: 

  • General: Import all fields other than the types listed below, including any custom profile fields that have been created. Note:Profile pictures can be uploaded using the General Import engine. In order to complete this, you will need two files: a .CSV file, containing email and image filename, and a zip file containing the image files.

  • Performance: Import performance ratings and notes into the Performance section of the employee profile, including associated notes, dates, and ratings.

  • Pay Group / Payroll Company: Import pay group, payroll company ID, EIN start date, EIN termination date, and include in payroll. If multi-EIN start dates are not provided at time of import, the system will default to the employee's general start date.

  • Salary History: Current salary and salary history can be imported using a file containing date, amount, frequency, currency, reason, and annual override. “Amount” should coincide with the frequency. Create a history by importing multiple rows for each employee.

  • Banking: Import banking information for employees required fields include account nickname, account type, routing number, account number, amount, calculation type.

  • Bonus: Bonus history can be imported with a .CSV file containing bonus date, amount, currency, and optional notes.

  • Reports To: Details the reporting relationships associated with each employee. Include employee and manager emails. Dotted line relationships can be included in this import as well.

  • Time Off: Import active time off and carryover days.

  • Time-Off Request: Current time off request information, including duration, dates, manager and employee notes, and carryover.

  • Goal: Import individual goal information for each employee, including title, description, status, dates, weights, and subgoals. 

Upload Files and Map Data 

  1. If there are any associated files you would like to upload with your .CSV file, click Choose File.

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

  1. Use the dropdown menus to map the fields in your .CSV to their corresponding Namely Field. 


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  2. Click Continue.

If any errors occur during the import process, an error report generates in CSV format.

General Employee Data Template

Click here> download in order to obtain a template for a General Employee Data sheet.

Note: Preview will not be available.