Through the Import Log, admins update employees’ historical records regarding employment, job information, and compensation.
- Navigate to Admin > Settings > Platform.
- Select Imports > Upload historical and/or revise historical information for employees.
- Select downloading Lattice .csv template, to capture the correct column headers to edit and input historical data for employees.
- When your CSV is ready, select Upload a CSV from your computer. Work email is required to identify which employees to upload historical data for.
- The specific fields that are available in the historical upload are included in the CSV template as column headers.
- Once you’ve selected your CSV to upload, click Validate
- If there are any formatting errors in your CSV, these will be flagged in pre-validation when you upload your CSV. Select Cancel and make updates to your CSV format to reupload.
- If there are no formatting errors, you’ll be shown a validation screen of any issues with the data you are uploading. If the data issues prevent you from uploading, select Cancel and make updates to your CSV format to reupload.
- If there are no errors preventing the upload, click Import.
Note: Avoid uploading any blank fields within the CSV to prevent fields from nulling and deleting data from employee profiles