The Imports menu provides the ability to Import data into Core HR, as well as other modules within the platform.
Expand Data, expand Imports, and click the available options.
Data Imports offers two different options:
- Standard - Standard Imports uses a pre-defined layout or format that populates data in specific fields within Core HR. Standard imports are commonly used when setting up your account and getting your data into the system for the first time.
- Custom - Custom imports allow the import of data using a non-standard import format, as well as the option to automate the process of importing data from an SFTP Server. For example, the data that comes from the Onboarding to the Core HR module uses a scheduled, Custom Import to import data from Onboarding into certain fields in the Core HR platform.
There are additional import options if enabled for your Core account, such as:
How Imports Are Used in Core HR
Core HR is the backbone for every other module within the platform. You can use the Employee Import Type in order to import their employees into Core HR and create their employee records. From there, the data you will want stored in Core HR may differ, so various import types will be used. The below chart lists common Import Types that are used during the implementation of Core HR:
Import Type | What is this import used for? |
---|---|
Account Info | Used to create Employee Accounts and provide users access to the HRIS. Creating the Account triggers the account validation emails to users and creates the Arcoro User ID. Also used with cross-module accounts to import current user’s Account Info (including existing Arcoro User IDs) into Core HR and sync the user across all modules for a single login experience. |
Assets | Used to import Assets to Employee Records (i.e. laptops, company-issued phones, etc.) |
CC – Flat | Used to import Flat Cost Centers found in Field Value Setup. |
CC – Hierarchical | Used to import Hierarchical Cost Centers found in Field Value Setup |
Compensations Rates | Used to import Compensation Rate information to Employee records (rate type, per pay rate, per pay overtime rate, etc.) |
Compensations Transactions | Used to import Compensation Transactions to Employee records (Base Salary, Base Hourly Rate, Bonus, Commission, Other) |
Cost Center Assignment | Used to import the Cost Centers to Employee records. Note - Cost Centers need to be created first in order to import on Employee Records. |
Custom Imports |
Any time a change needs to be imported to an employee’s demographic data after the initial Employee Import is done, that CHANGE must be imported through a Custom Import. The Custom Import must be created in Excel (for example column 1 = Employee SSN and column 2 = Department), and then imported under Data > Imports > Custom. Custom Imports can also be used to Import other data elements you wish to capture, such as Veteran Status, which isn't captured on any other Import Type. |
Direct Deposit | Used to import Direct Deposit information to Employee records |
Employee Import |
Imports Employee information needed to create Employee records in Core HR. *Note: this import type does not create the Employee's User Account, it simply creates the Employee record. User Accounts (which allow access to Core HR) are created separately via various features/functionality within Core HR. |
Employee Positions |
Used to import Positions that have been created via the Positions Import, onto the Employee record. *Note, in order to import the Positions onto the Employee records, the Positions Import needs to be completed first. The Employee Positions values must also match the Position values that have been imported. |
Facility |
Used to create Facilities in the Field Value Setup > Facilities area. *Note – if using multiple modules, Facilities need to match in all modules |
Federal Tax |
Used to import Federal Tax information to the Employee records. *Note - the import format was updated in 2020 due to Federal W4 changes. |
Notes | Used to import Notes to Employee Records |
Performance Managers |
Used to import Performance Managers to Employee records *If you have the Arcoro Performance module, Performance managers must be imported. If you do not have the Arcoro Performance module, they can choose to use the Time Off Manager or Performance Managers to import Managers to Employee records and track the reporting structure. |
Positions | Used to create Positions for the Performance Management Module. Also used for Core HR if you wish to track Employee Positions. |
State Tax | Used to import State Tax information to the Employee records. |
Time Off Manager |
Used to import Time Off Managers to Employee records. *If you have the Arcoro Time Off module, Time Off managers must be imported. If you do not have the Arcoro Time Off module, they can choose to use the Time Off Manager or Performance Managers to import Managers to Employee records and track the reporting structure. |
How Imports Are Used in Benefits Management/ACA
If you have the Arcoro Benefits Management module, additional information will need to be imported to the Employee Records that have been created in Core HR. The below chart lists common Import Types that are used during the implementation of Benefits Management.
*Note: You must have Benefits Management in order to have the ACA module, so the same imports are needed for ACA
Import Type | What is this import used for? |
---|---|
Dependent Benefits | Used to import current Dependent Benefit information to Employee Records. |
Dependent Import |
Used to import Dependent demographic information to Employee Records. *Note - Dependent information is NOT imported for Core HR ONLY, so must be imported if you have Benefits Management. The Dependent Import must be done before you can Import Dependent Benefits. |
Employee Benefits | Used to import current Employee Benefit information to Employee Records. |
Other Imports
Import Type | What is this import used for? |
---|---|
Terminated EE Benefits (using the Employee Benefits Import Type) | This is not a specific Import Type, but Terminated Employee Benefits are often asked for separately from their Active Employee Benefits. Both use the Employee Benefits Import Type. Terminated Employee Benefits are only required for ACA purposes. |
How Imports Are Used in Time and Labor Management
If you have the Arcoro Time and Labor Management module, additional information will need to be imported to the Employee Records that have been created in Core HR. The below chart lists common Import Types that are used during the implementation of Time and Labor Management:
Import Type | What is this import used for? |
---|---|
Import Type | What is this import used for? |
Time Off Manager |
Used to import Time Off Managers to Employee records. *If the Time Off Manager has not already been imported during the Core HR Implementation, it will need to be imported for the Time and Labor Management module. |
How Imports Are Used in Performance Management
If you have the Arcoro Performance Management module, additional information will need to be imported to the Employee Records that have been created in Core HR. The below chart lists common Import Types that are used during the implementation of Performance Management:
Import Type | What is this import used for? |
---|---|
Performance Managers |
Used to import Performance Managers to Employee records *If the Performance Manager has not already been imported during the Core HR Implementation, they will need to be imported for the Performance Management module. |
Positions |
Used to create Positions for the Performance Management Module *If Positions have not already been imported during the Core HR Implementation, they will need to be imported for the Performance Management module. |