Admins can update employee data in bulk based on organizational events and set current, historical, or future effective dates via a CSV.
Note: The effective date can be past or future but it must be the next change in the series, rather than a series of changes.
- Navigate to Admin > Settings > Platform.
- Select Imports > New Import > Update employee data based on an organizational event.
- Select Next: Download template > From here, select the template you would like to use and select the Download button to download the template before entering the fields.
- Select Next: Upload CSV.
- After the file has been uploaded, it will flag any errors. You can choose to Fix all formatting errors and/or edit the issues directly in line.
- Once the upload is ready, select Import.