Employee Records
Employee Records
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SYNC 2.0

To import new records into Employee Records:

  1. Choose Configuration from the main menu.

  2. Choose SYNC 2.0. The SYNC 2.0 interface opens in a separate browser window.

  3. Click Upload New Data.Select your sync file. You can select multiple files.Click Open.Alternatively, drag and drop the file into the interface upload box. The box turns blue when the files are ready to be dropped.

  4. Choose a data type for the file (Locations, Staff, Job Types, or Supervisors).

    If you are importing multiple files, each data type can only be used once per upload.

  5. Click Next.

  6. Review the import records.For each column, select the appropriate Records field from the dropdown list.If your file has a header row, select the Ignore first / header row checkbox.To override SYNC's default Append mode (add imported records to current records), select the Deactivate or remove any users or values not included in these files checkbox.

  7. Click Next.

  8. Review the pending changes to Records.Hover the pointer over the Changes icon to review old and new values.To view a list of records that do not currently exist in Records and will be added after the import, click Added.If you selected to deactivate or remove Records users that are not included in the upload file, click Removed to view a list of records that will be removed.Click Modified to view records that already exist in Records but will be modified after the import.Click Errors to see if there are any records that cannot be imported due to an error that occurred during the upload.Use the Filter field to locate specific records.

  9. Click Approve Upload.If you uploaded multiple files, repeat steps 6 to 8.

  10. On the Final Review Upload screen:Click the uploaded File to review the changes that were made in Records for this import.If needed, add a Title or Comments for the import.

  11. Click Save Details.

  12. Click OK.

  13. Verify details of the import on the SYNC interface page:Date and time and the user who performed the import.Upload file.Import status.The number of new, modified, and removed records.