V2 - Record import

Within Chronicle, you have the functionality available to import employee HR records into your environment, this import tool also allows you to update employee HR record information.

This can be a great tool for importing/creating/updating employee HR records in bulk. An example of this could be import training details to new employees.

If enabled, the record import can be located within the 'Import' drop-down on the left-hand side of the home screen menu items and then 'Record Import'.

Using the Record Import

Upon accessing this page, you'll see an option to download a sample import file as a .xls - This is what you'll use to import your information.

The following data can be imported -

Payroll No Forename Surname Record Detail Provider Start Date (DD/MM/YYYY) End Date (DD/MM/YYYY)

Cost (0.00) Importance Record Label Recurring Completed (Y/N) Notes

With the sample file downloaded and the relevant information entered for the HR records, follow the steps below to action the import: 

1. Complete all relevant fields - do not include commas within data as these are used to separate fields.
2. Save file in CSV format.
3. Return to 'Record Import' section on Chronicle and click 'Import' and select CSV file from your documents.
4. If successful, you'll receive a message confirming the data was imported successfully.

1. If any errors occur, you'll receive a message "Record Imported completed with errors". In this case, even rows without errors will not be imported.
    

   

2. Scroll all the way to the right-hand side of the table and locate the reasons for these errors within the 'Errors' column.
3. Adjust any data which may be causing the errors, save as .CSV and re-import.