Personnel Export & Import Files

When first entering information into Personnel, it is often easier to use the export and import process to load large amounts of data at once.

There are three types of imports within Personnel Budgeting:

• Pay Data File - This is the most comprehensive file and allows for importing of all information within Personnel except for Allocations. The best use of this file is for adding Employees and Positions.
• Pay Item File - This is the best file to import the compensation for the positions positions.
• Allocation File - This is the only way to import Allocations and is usually used when an organization has a lot of allocations.

Note: It is imperative that an organization utilize the export from within their system in order for the import process to work as expected. Do not try to create a file for import from the documentation in this section.

Import notes

• The Excel tab names should not be changed
• The Excel header row names should not be changed
• For multi-tabbed files, you can remove unneeded tabs and import only the tabs desired
• Imports only update or add information, they will never remove positions, employees, allocations or any other data within personnel
• All imports will be queued in the background, utilize the Dashboard > Updater page to ensure they have completed successfully