Importing items into the employee record

Related module:

In this article:

• Prepare the file to import
  • 1/ Retrieve existing data
  • 2/ Modify the file
• Import the file
  • Map fields

Prepare the file to import

1/ Retrieve existing data

It is easier to download the file with existing data directly from Eurécia and modify this file directly, which will serve as a base for your import.

Access: Admin area > Paramètres généraux > Salariés et utilisateurs

• Click '... >Export Excel'
• Select “Export des salariés (complet)”
• Save this file in CSV format (separator: semicolon) (*.csv) using the “Enregistrer sous” function

Warning! To import data into the employee record, you must have subscribed to the HR Portal module.
Otherwise, only information from the employee record can be imported.

2/ Modify the file

• In this file, keep only the sheet (tab) containing the column(s) to modify
• In the remaining sheet, delete all columns that are not useful.

• Modify or add the data you want
• Save (in .csv)

Warning!

• Some fields available for export cannot be imported.
• The following fields are only available for import for customers using “the new employee record” and not the employee record:
  • RQTH worker, Disability percentage, RQTH end date
  • Active health insurance, Insurance end date
  • Active provident fund, Provident fund name
  • Shoe size, pants size, Shirt/jacket size.

Do not hesitate to contact us for more information.

3/ Prerequisites

The majority of importable fields are “free”. The system will import what you enter in your file without formatting constraints.

To import your file under good conditions, here is some important information:

• Departments, structures, profiles (users, leave,...), and schedules must be created prior to the import and must be entered with their CODE and not their label.
• Checkboxes such as “est utilisateur” or modules to be activated must be filled in:
  • 1 = checked box
  • 0 = unchecked box
• Certain fields must be filled in with codes allowing them to be correctly interpreted by the system. You will find the associated codes in the template file available as an attachment to this article.

Import the file

Access: Admin area > Paramètres Généraux > Import manuel des données

• Click “Nouveau”
• Select from the drop-down list the import type “Utilisateurs”
• Click “Importer un fichier”
• Enter a description, then choose the .csv file to import
• Choose to perform the import from a “Matricule” or “Email” perspective, depending on the column kept in the file
• Click “ÉTAPE 3 - Charger le fichier”

Map fields

The following page allows you to map each platform field to a column in the file. You must map each useful column of your file to a platform field.

The preview column shows the first row of the column (excluding header) to check that the mapping is correct.

At the bottom of the page, you can:

• Click the “Prévisualisation” button to check that the entire import will run correctly. In case of errors, they will be listed individually, line by line
• Click the “Lancer l'import” button: employee records will be updated with the modified data

You will find attached to this guide an example file to import into Eurécia.

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