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Bulk Update Employee Profiles - Profile Fields

Applicable plans Leave HR Essentials HR Success

Required Roles Team Manager HR ManagerAdministrator ADU Manager

In this article: 

About the tool

Updating Fields

About the tool

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.

The Bulk Update Employee Profiles tool allows you to update Employee Profile information in bulk. 

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. 

This guide can be used when making updates to data in Employee Profile Fields. To learn about updating data in Table Fields, please see the Table Fields Guide.

This tool is very powerful and has the ability to override data held within Appogee HR. Please check your import sheet carefully before proceeding. 

Updating Fields

To start the process, go to Profile > Admin & Config > 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. 

Select the option to update Fields.

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 Choose File button. 

Check the tick boxes on the page to ensure the data is updated in the way that you require. 

  • 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. 
  • Automatically create missing Office Locations: if you've added any Office Locations to the sheet which don't already exist, click this box. The CSV will not import the data if you have no ticked it on. 

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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