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Appogee HR: Bulk Update Employee Profiles (CSV)

Applicable plans Leave HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

A CSV file is a type of file which is used to store tabular data. To use this tool, it's best if you have a spreadsheet software such as Google Sheets or Microsoft Excel to fill out the template.

This tool allows you to update Employee Profile information in bulk. You can choose which employees' information you want to change/add and can also select one or more HR Processes to update. The tool is laid out in steps for your ease starting with selecting the employees you wish to update or add information about and also which HR Process area or areas this data is being added to. You can then download a CSV template to complete, re-upload it and the process is finished with profile data being added to the relevant Employees. 

This tool is used for employees you have already added to the system, you cannot add new employees using this tool. To add employees in bulk, please see the CSV Upload Guide. 

If you have the G Suite or Office 365 Integration switched on, you will be unable to update employees' names using this tool. 

CSV Update

To start the process, go to Leave & HR Admin > Bulk Update Employee Profiles. 

Select the Team(s) and HR Process(es) you'd like to update. You can add more than one team using the multi-selector and select one or hold down the ctrl or shift key to multi-select the HR Process Areas you'd like to include. 

Click Next. 

The tool will take you to the next page where it will automatically download the template file that has been created based on the Teams and HR Processes you selected.

Open the file in Sheets or Excel or similar. 

NOTE: Do not edit Rows 1 and 2 or Column A of the CSV file as these are used to identify the employee and match the data to the relevant HR field.

When you've filled out the CSV template, make sure to save a copy as .csv file with UTF-8 encoding, upload it using the Browse button. 

  • Overwrite with blanks: this allows you to overwrite any employee data with empty information if you wish to start again. Only tick this if you're happy to remove employee data and overwrite it with cells you've left as blank in the CSV. 

  • Automatically create missing dropdown items: if you've added an item to a dropdown field (e.g. Title) which isn't already on the dropdown list, click this box. The CSV will not import the data if you have not ticked it on. This option is only visible if you 

Click Next. 

The Review page will give you a summary of the import, the summary will include: 

How many users in the import

It may also include: 

Any additional items to be added to dropdowns

Any Office Locations to be added 

Which date format has been detected, or if no format could be detected, there will be an option for you to choose.

If you have a date format which could not be detected (e.g. 01/02/2019 could be 1st Feb 2019 OR 2nd Jan 2019) you will be prompted to select the relevant one from the drop down. 

Click Complete Update to finish the process. 

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