CSV files for data import
To import employees, the information must be in a .CSV file, with the information in a certain pattern:
| Column header | Description | Example |
|---|---|---|
| externalId | Employee identification | 1-1-1 |
| pis | Employee's PIS (no punctuation) | 123456789 |
| Email address | Employee's email | employee@email.com.br |
| name | Employee's name | Name surname |
| password | Employee's password. It is only used when the user does not exist in the senior X Platform | senior123 |
| companyCnpj | Company's CNPJ | 11111110000100 |
| companyName | Company's name | Time Control Mobile CO |
| managersPlatformUsers | Manager's user | gestor3 |
| platformUsers | Platform employee login | name |
| managersPassword | Manager's password. It is only used when the manager's user does not exist in the senior X Platform | manager1234 |
Guidelines for completing and import behavior
- The import is complete, it will never complement the previous one. In this way, the .CSV file to be imported must bring more users to be added, not just new users. For example, if at some point the user Maria was imported and now this user is not in the worksheet to be imported, the user will be inactivated;
- The connection between the manager and the employee is made by the manager's username and e-mail informed in the employee row in the file;
- When new users are created, the app allows changing the password on the next login;
- Existing users are not updated or removed from the platform. Therefore, if it is no longer imported, the user remains active and must be managed by the system administrator. The employee will be deactivated in the Clocking Event 2.0 | HCM.
Filling out
- The file must contain the header on the first line;
- In the columns platformUsers and managersPlatformUsers, to separate the information, if you have more than one user, use the character ;. In the case of platformUsers and, if there is more than one user for the manager, the character |;
- It is not necessary to follow the order of the table above, however, all fields are mandatory;
- If the roles HCM - Time Control Mobile - Manager and HCM - Time Control Mobile - Employee exist in the management of senior X Platform permissions, the managers and employees will be added respectively to these roles.
To import the data into the Clocking Event 2.0 | HCM solution, go to senior X Platform > Human Capital Management | HCM > Clocking Event 2.0 | HCM > Data import and export and use the option Import employees in CSV format for Clocking Event | HCM . And for validation of the file format, use Validate import of employees in CSV format for Clocking Event | HCM .
The import process runs asynchronously, the user who initiated the import receives a notification on the platform with the result of the process.
Note
If the roles HCM - Time Control Mobile - Manager and HCM - Time Control Mobile - Employee exist in the platform, the users of the employees and managers generated in the import are assigned to these roles automatically, if they do not exist, the users will not be associated with them, being necessary that the system administrator associate the desired roles.
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