In this article:
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 Table Fields. To learn about updating data in Profile Fields, please see the Profile 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 Tables
Please note you can only update one table at a time
To start the process, go to Profile > Admin & Config > Bulk Update Employee Profiles.
Select the Team(s) and HR Process that your table belongs to.
Select the option to update Tables.
Choose which table you'd like to update.
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.
Do not edit Rows 1 and 2 or Columns A - D of the CSV file as these are used to identify the employee to and match the data to the relevant Table.
To update an existing table row:
Simply edit the data for the table fields found in columns E onwards.
Do not edit the Row ID in column D
To add new rows to the tables:
Find the employee ID for the employee you wish to update and enter this in the first empty row in Column A. You can ignore columns B - C as they are for information purposes only.
Leave the Row ID column blank - the system will auto populate this when you perform the upload.
Complete the remaining columns from E onwards.
Top Tip! Use the formula "=unique(A3:[last row])" to copy employee IDs into the blank rows below. This will identify all individual IDs for you
For example:
To delete existing table rows:
Remove all data from Column E onwards - do not remove the Row ID as it is used to identify which row is indented for deletion.
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.
- 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.
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
- 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.
