Description
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Creating an Import Format
- Click New
- Enter a name for the format in Import Format
- Click Save
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- Ignore Blanks - This is checked by default. If unchecked, blank fields will no longer be ignored. E.G. a blank Address 1 field will update the value to be blank.
- Ignore Employee Validation - This is an additional validation check for a file with a surname and NI number fields before importing files to the system using the custom importer.
- Ignore Headers - Column headers are checked by default. Uncheck this to ignore. The correct number of columns is still required.
- Locked - This currently stops a format from being deleted. This may be updated to fully lock the format.
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If a rate is not provided, the employee will need to have a rate in Employee Job or Pay Element Rates.
FAQ
Employee not found when creating a starter
If an employee starter fails validation, subsequent pages will also fail validation due to the employee not yet existing. Fix the errors with the employee page first and attempt a What If report or Import again.
The import failed, I've fixed the issues with the file but when I click the green import button again it fails with the same error
Import the CSV file again using Select File and Import. Click the green import button on the new import.
Strange error messages
There may be an issue with the format. Click the Download Detail button to download a CSV showing all field settings. This is usually a Defined Column not having a Field Value or Imported Value Field set correctly.