The Upload EDM Details page is used to update Employee information via a customizable template. 

Security

Users with either of the following User Privileges have the ability to access the Employee Data Upload Page:

• Full Access (Radar Superadmin)
• Employee Data Module with added 'Can Use EDM Upload' privilege

Navigation

The Employee Data Upload page is found in the Employee Data Module and can be accessed by clicking on the 'EDM Upload' button from the navigation bar.

•  Note: If you do not have access to the Employee Data Module or the EDM Upload page, please contact one of your Superadmins for assistance. 

Download Employee Details Template

1: Select a Location and a filter

Adjusting the filters for Location, Show, and Job Worked will determine what Employees are populated on the Upload Template.

• Location - Single Location or All Locations
  
  
• Show -Type of Employees
  • Employees (with Time Activity) - Last 21 days, Last 90 days, or Last Year
  • Employees (with Sales Activity) - Last 21 days, Last 90 days, or Last Year
  • All Active Employees (with Time Activity)
  • All Terminated Employees (with Time Activity)
    
    
• Job(s) Worked - All Jobs or Specified Jobs
  
  
• # of Employees - Total number of Employees that match the Location and Show criteria
  
  

2: Select what fields you want to upload

Select the desired fields by clicking the checkboxes on the left. Standard Employee Data Fields are displayed in red text. If custom fields are configured, they are displayed in black text. Any combination of standard and/or custom fields may be selected.

3: Download

Click 'Download' to download the customized Upload Template in CSV (comma-delimited) file format. 

Template Data Entry

Use the downloaded template to update or add Employee information. 

• Important Note: Do not change the data within Column A (CtuitEmployeeID). Changing this data will cause the upload to fail.
  
  
  
  
• Valid Values - Some data fields only accept specific data. Fields that have a data restriction will display the accepted values in the ValidValues column in the field select menu. Entering values other than the accepted values will cause the upload to fail.
  
  
  
  
  • Boolean Valid Values - 0 = false, 1 = true
    
    Example: Data field 'Employee_IsPartTime'
    
    0 is used for Employees that are NOT part-time
    1 is used for Employees that are part-time
    
    

Once the template has been edited, save it as a CSV (comma-delimited) file.

• Note: The file must be saved as CSV. Other formats will not successfully upload.
  

Upload Employee Details Template

Click 'Choose File' to open the file directory and select the CSV file with the Employee Details to upload.

Once selected, the file name will appear in the text box in Step 4

IMPORTANT NOTE: The settings in step 2 of the download must be the same on upload as on download of the template. If the same fields are not selected, the upload will fail.
 

• 2: Select what fields you want to upload
  
  Select the desired fields by clicking the checkboxes on the left. Standard Employee Data Fields are displayed in red text. If custom fields are configured, they are displayed in black text. Any combination of standard and/or custom fields may be selected, but must be the same as the fields included in the upload file.
  
  
  

Click 'Upload' to upload the selected template

Review Upload - The uploaded data will display below in a simple table format

• Employee Details successfully uploaded will be indicated with an 'OK' in the status column.
• Employee Details that failed to upload will display an error message.