Importing New Hire Information

If you have new hire information stored in an applicant tracking system, you can import the information into ExponentHR from an import file and automatically populate a New Hire Enrollment Employee Action Notice (EAN). The import file can be an XML, CSV, or text-delimited file and should contain only one employee record per file.

Notes:

Before you can import data, you must first create an import template. A template creates a data map to identify each column/field in the text import file and defines the data/values associated with fields and format dates. See Related Help Topics at the bottom of this page for more information.
Once you create the template, you can use it for all subsequent file uploads. Data values in the upload file populate the New Hire Enrollment EAN.
The import process allows all standard delimiters, such as a tab, asterisk (*), or pipe symbol (|). However, it does not allow characters that could be included in personal or pay data, such as a dollar sign ($), semi-colon (;), apostrophe ('), dash (-), or forward slash (/).
A total of up to 40 data values40 data values can be populated when using an import file
Data values in the upload file populate the New Hire Enrollment EAN. After the import, you must insert any other required information directly into the EAN and then submit the EAN for approval.

To import new hire information:

1. On the Menu, click HR Administration > eAction NoticeHR Administration > eAction Notice.

The eAction Notice (EAN) SummaryeAction Notice (EAN) Summary page displays.

2. Click the Create EANCreate EAN button.

The Create New EAN(s)Create New EAN(s) window displays.

3. Select the New Hire Enrollment EAN from the EAN type selection box and click the Create EANCreate EAN button.

The New Hire EnrollmentNew Hire Enrollment page displays in a new window.

4. Click the Import Data button.

The Import New Hire FileImport New Hire File page displays in a new window.

5. Select the template from the Template drop-down box.

6. Click the Import File button.

The second Import New Hire FileImport New Hire File window displays.

7. Click the Select File button and populate the File name field with the file to import.

8. Click the Upload File button.

Result: A New Hire Enrollment EAN displays, with fields already populated with data from the source file. Verify that all of the data was successfully imported, select the position for this new hire, and add any missing data.