Use this wizard to import data directly into staff person records or contract records from a comma-separated values (CSV) format text file. By doing this, you can save yourself a lot of time that you would otherwise spend typing data that already exists in spreadsheet format.
The first row of the CSV file must contain column headings for the data that are the ones used by HESA from their own coding manuals. If the import is to update the person record, there must be a column that contains the employee reference. If the import is to update the contract record, there must also be a column that contains the contract identifier.
Resource_id, contract_id, TERMS, HEIJOINT,STARTCON
The data, as it appears in the CSV file, is imported to the appropriate person or contract record. Note that any existing field information is overwritten by the imported values. Unlike when you use the data flood tool, there is no mapping of codes.
File Location & Name
Type the path and filename of the CSV file, or click …, browse to the location, and select the file.
Click Next. Page 2 of the wizard is displayed.
Person or Contract
Select the type of record to update, either Person or Contract.
Click Next. Page 3 of the wizard is displayed.
Select the column heading of the column that contains the employee references. This reference is used to find the correct staff person record to update. In the above example, the employee reference column heading is resource_id.
If you select Contract on page 2, click Next. Page 4 is displayed.
Select the column heading of the column that contains the contract references. This reference is used to find the correct staff contract record to update. In the above example, the contract reference column heading is contract_id. This contract reference is required only when the import is to update the staff contract records, as defined on page 2 of the wizard.
Click Finish to run the import process.