Import Employees

To import multiple Employees at a time from an Excel file into Einstein II IRP:

1. On Employees, select Import above the grid. Hide the imageSee the image.

   
   

2. In the Import Employees sidebar, select Download template. Hide the imageSee the image.

   
   

3. Open the downloaded Excel file and add information about each Employee in the corresponding fields by following the specified instructions.
4. Upload the file with the added information into Einstein II IRP.
5. In the upper right, select Validate. Hide the imageSee the image.

   
   

6. Check the data on the following tabs:
   • The Successful tab displays the successfully processed Employee records. Hide the imageSee the image.
     To import them, proceed to Step 7.

     
     

   • The Error tab displays the Employee records that failed to be processed. Hide the imageSee the image.
     To fix the errors, select Download file with Errors, make the needed edits in this file, and re-upload it into the system. Then, proceed to Step 7 to import the records.
     • Make sure that this time you only upload the fixed records and not all of them again, or they will duplicate the data loaded successfully the first time.

     
     

7. To import the successfully processed data, in the upper right, select Import. Hide the imageSee the image.
   • You can import only the successful Employee records first and re-import the failed ones later.

   
   

After this, the successfully imported Employees appear in the Employees grid. You can add/edit information on the imported Employees' profiles by editing them. For details, go to Edit Employee's profile.

See also

• Add Employee
• Work commitment
• Departments
• Orientation