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Import Inactive and Terminated Date into Employee Master
Import Inactive and Terminated Date into Employee Master
Description of Issue
How do I import Terminated Date/Reason into Employee Master?
Can blank fields be used in the import file to remove inactive/terminated dates?
Context
- Payroll
- Employee Master
- Employee Dates
- Employee Import
Cause
Resolution
If importing to Update the Terminated or Inactive Dates:
- Build .CSV file (for 11.3) or .CSV or Excel file (2019.1 and higher) with the following columns
- Employee Number
- Terminated/Inactive Date
- Terminated/Inactive Reason (if applicable)
- If Terminated and Inactive date/reason fields are both needed, they will need their own columns.
- Action Flag (U for Update)
- Access Payroll > Employee Maintenance > Employee Import
- Click Define
- Select Import Type of Employee Information Import
- Select Form Definition (11.3) or Template (2019.1 and higher)
- Import Documentation in Additional Information below which contains information on creating the Form Definitions/Templates as well as processing the imports.
- Select the .CSV or Excel File
- Click Accept
There is no option to import blank fields to remove field values in Employee Master in versions 11.3 and 2019.1. This functionality does not exist until 2021.1
Using Blank or Null Records In Import File To Clear Fields Using The Employee Import
Additional Information
- Please reach out to Payroll Support with any follow up questions
, multiple selections available,
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