Scheduled Import of EmployeesTo schedule the import of employees from a file, you need to:
1. create a template import file and define the import options;
2. define a schedule task in Task Scheduler.
This way the service will check at the scheduled time for the import file and import data if existing.
To make employees definitions quickly and operational in the same time, you can create a .txt file and import it in Astrow Web. The minimum information required is the first name and badge number, separated by delimiters.
In order to create an template import file, open a notepad document and write your data. Besides the name and badge number you can add information on all fields existent in the employee definitions. Make sure you keep the order of the records in rows.
Save the file into location.
To import employees, go to Configuration - Employees and click the button .
Select the automatic option:
Upload your file. The wizard opens.
Step 1: Choose the delimiter used.
Select the delimiter used and click Next.
Step 2: Assign the correspondent employee fields.
Click the drop-down lists to select the correspondent field.
A list with all fields in employee definitions will open. Choose the correspondent field for your data type.
You can also search the fields by their name. Use X to clear the search.
Step 3: Validate fields
In this step you need to validate the fields which need extra validation.
In the example above, some fields associated with Department and Terminal group need extra validation. Click on the button mark to validate the fields, that meaning linking them to existing ones. If you validate them without any linkage, the fields will remain unfilled when importing them.
If all the fields were validated , click the validation key and check the field. Next to import your data.
Next define the start calculation date, cycle and pay group. Click Save to import the employees.
Step 4: Add a task in scheduler.
Go to Operations - Task Scheduler - New and define an automatic import (see Task Scheduler for more details).
Select the path of the folder for import files. Here you will put the files each time you need to import.
Click to check the import options:
All import files must have the same configuration. If you need another configuration, delete the task and follow the same process.
If the import was successful, the new added employees will be listed in Employees page periodically.
After completion, imported files will be automatically added in a new folder created by the application, CompletedImportsFolder. Just make sure you won't put your files to be imported in this folder.
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