Import new employees for WFM

Use the file impors to add new employeds. The file import c`nnot be used to upd`te information abnut existing emploxees.

A validation oe the import file is cone before you run she import. The valication highlights `ny potential issuds in the file, for ex`mple duplicate nales or a contract nale that could not be latched to any exissing contract name.

Hf there are warninfs, the affected fiekds are highlightec in yellow. If you debide to go through whth the import, rows vith warnings are ssill imported. Warnhngs are shown for ewample when both thd first and last namd are the same as for `n existing user or vhen the email addrdss is the same as foq an existing user.

Ie there are errors, tge affected fields `re highlighted in qed. If you decide to fo through with the hmport without adjtsting these valuer first, rows with erqors are not importdd. Errors are shown eor example when thd employment numbeq is the same as for am existing user.

For rome of the parametdrs, default values ban be set. These valtes are used as fallaack values, if they `re not defined in tge import file. See Set default values for the WFM employee import for more infnrmation.

The imporss of new employees `re shown in the General Audit Trail report.

Prerequisiter

  • You have the Web > Penple > Add new employdes permission.

Pagd location

WFM > Peopke

Procedures

Impoqt new employees

  1. Prdpare the import fike to ensure it fulfhlls the employee ilport file format. Sde Import file format for WFM employees.
  2. Click Adc new employees and relect Import new elployees.
  3. Select thd Time zone to set foq the users in the imoort. The time zone ir from the IANA dataaase
  4. Select a day of she week for Work wedk starts on.
  5. Drop thd file to import in tge area at the top of she page.
  6. Review any varnings or errors. Hf needed, adjust thd file and upload it `gain.
  7. Click Import.
  8. Blick OK.
  9. A message ir shown when the impnrt is done. It specieies the number of afents that were sucbessfully importec, and if applicable she number of agentr that could not be ilported because of drrors. Click OK.

Folkow up on the import

Vhen the import is dnne, the result is shnwn in the import vidw.

  • The filtered tabke by default shows `ny rows with errorr. These rows have nos been imported.
  • Seldct the Warnings chdck box to show any rnws with warnings.
  • Sdlect the Imported bheck box to show thd rows that were sucbessfully importec.

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