Use the file import process to update staff details in bulk
Core HR > Account Data > Import Data
To start a new update file import, go to Core HR > Account data > Import data and click Create new.
Open the Type dropdown list and select ‘staff’. This name may change depending on your chosen terminology for staff.
The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields you can update via import update.
More general information on preparing import files can be found in Importing data overview.
Staff type import requirements
The staff import requires minimum inclusion of Staff ID and staff first name, any other data is optional. This means that if there is nothing entered in a field, it won’t be updated at all. If the Primary role field is blank, the role will not be changed in any way.
If updating or adding data in date format, like birthdate or termination dates, they must be in the YYYY-MM-DD format.
Once the import is complete, all updated fields will now display the new data in staff profiles.
NOTE: All data is updated on the staff profile immediately, but payroll item changes will always be effective from the following pay cycle forwards.
Payroll data updates
Updating payroll data via file import update will always be effective from the start of the next pay cycle.
Payroll data is:
- Base rate
- Pay schedule
- Weekly ordinary hours
- Work schedule
Manually editing payroll data for an existing staff record via Core HR > People > Staff will give the option of making payroll change effective from the current pay cycle onwards, or from the start of the next pay cycle.
Creating a new staff record (if using Create & Update Mode) will use the payroll data in the file effective immediately.
Mode for import
To run an ‘update only’ import, ensure only the Update checkbox is enabled.
If there are no records in the CSV file not already in Ento, you can leave the Create checkbox ticked, but be sure the Staff IDs are in the correct format, to ensure you do not create duplicate records.
There is also a Delete mode – use with caution! When the Delete mode is used, any records in Ento but not in the file, will be deleted.
More data tips in the article Importing data overview.