Importing employment data

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Importing employment data

Access: Employee file > Tools > Importing employment data

1Under New import, click on Browse from the File location field to select the file to import.

2Select the File type. If you use our Service Web, click hmtoggle_plus1 here. Otherwise, go to next step.  

a)If at least one file was transmitted, a drop-down list is available for the File selection.

b)Select Local file or the name of a file that was previously transmitted.

c)Click on Refresh.

d)If “Local file” is selected, the File location field and the Browse button are displayed

Clearview: If you wish to import a Human resources file from the Clearview application, click hmtoggle_plus1 here. Otherwise continue to Step 3.

Things to remember

 

Ensure that the following configuration steps were carried out prior to import:

 

✓Step 1: Configuring the import configuration for Clearview.

✓Step 2: Creating the correspondences in the Clearview screen

 

Important

 

Ensure that the Clearview import file is in the correct format:

▪Export employee data by company from the "generic extract file".

▪Select the inactive employees for the last 30 days so that you do not import all former terminated employees present in Clearview.

(Note that we are unable to answer your questions pertaining to the Clearview application.)

 

The file must have the following attributes:

▪The file name is at your discretion, but must end with the .csv extension;

▪The separator type must be the comma;

▪The file data must be delimited by quotation marks;

▪The date format must be “MM-DD-YYYY”;

▪The file size must not exceed 5 MB;

Any other file format will be rejected.

3If you manage more than one company, select the Company or “All companies”.

▪“All companies” includes all the companies of the business to which the user has access.

Important

An import cannot be cancelled. Make sure that you have selected the right file.

4Click on Import to complete the procedure. If all entry are validated and imported error-free, the system will display a confirmation message. Your data is now available.

If generic errors (voluminous file, no data, erroneous extension) are identified, click hmtoggle_plus1 here.

a)Cancel the import by clicking on Cancel import.

b)In the Importing employment data window, click on OK.

c)The initial import screen will be displayed and you will be able to import a new file.

Things to remember

When a file with the same name and size is imported more than once in the course of a day, a warning appears at the top of the screen and a modify hyperlink is displayed allowing you to select another file
If NON generic errors are identified, click hmtoggle_plus1 here.

a)These errors can be corrected directly in the screen by clicking on Correct (see Correcting Importing employment data ) or the import cancelled by clicking on Cancel import.

b)If you choose to cancel, verify the messages displayed under the Summary section and correct the errors in your Human resources software. Start the import procedure again.

Tips and tricks

Use the search filters to filter the import errors. Select a message type, and then click on Refresh.

 

Important

A warning appears if the import file contains a new province of pay (inexistent for any employee to this day) and it is different from your company’s province. You will be prompted to contact our customer service by submitting a request in the Contact us function (Docum > Contact us) to update your file.  

 

Things to remember

▪The import will not take place if the file contains too many errors, if it is unreadable, if the content is not valid or if it contains one or more wrongly identified sections.

▪When data has been successfully imported and you try to import another file for the same business, the system will display the following message: “A file with the same name and same format has already been imported today”. If you accept this message, all the data from your file will be imported.

For more information

Importing employment data - Additional information