Skip to main content

Import data in bulk

Use Import to load many records at once, such as employees during setup.

Steps​

  1. Go to Import List and start a new import.
  2. Select Import Type: choose the kind of data. Download the sample file for that type and fill it in. Some types let you filter the sample, for example by employee.
  3. Upload file: choose your filled-in file.
  4. Map fields: match your file's columns to HCM Cafe fields.
  5. Preview data: check the rows before importing.
  6. Submit. The Status step shows progress.

Check the result​

Import List shows each import with its Module, Sub Module, Total Records, Success, Failed, Skipped and Status. Open one to see the Import Summary and each row under Import Rows, with the Reason for any failure and the Original Row.

Select Download Records to download the rows, fix the failed ones, and import them again.

Tips​

  • Always start from the sample file for the import type, so the columns match.
  • Create organization masters, attendance groups, shifts, week offs, holiday calendars and leave groups before importing employees, and use their exact names.
  • Organization masters have their own import on each master tab. See Organization masters.