The layout below can be used to import an employee's Emergency Contacts into Core HR. All persons in the import file will be added to the system as active Emergency Contacts (the checkbox selected to the left of the name) for the appropriate employee. An Emergency Contact record will be added for each record in the file. Updating existing Emergency Contact records via an import is not a function of the system.
For Emergency Contacts Only
This import layout is only for adding persons with a relationship of Emergency Contact and should not include records for persons that are in the system as Dependents (with a relationship of Spouse, Child, etc.). If a record for a Dependent (Spouse, Child, etc.) is imported via this file, the relationship will be updated to Emergency Contact, potentially causing issues with carrier files.
Location of Data in Core HR
The Emergency Contact's information can be found in the employee profile of Core HR.
General Information on Importing
For general information on importing data, refer to the following dedicated article that details how to import a file, supported formats, and other related information.
Import Layout
When creating your import file, you must:
- Create Column Headers.
- Match the order of the columns with the table provided below.
- Match the number of columns with the table provided below.
If columns are added or removed, the import process file will stop and an error message will be shown, resulting in no records processed and an error logged in the import history.
When is a Record Added vs Updated?
If a field is identified as a key field with the label [key] in the 'Required' column in the table below, Core HR will update the existing record with the matching [key] field data instead of creating a new record (i.e. when importing a file containing employee data and Core HR recognizes an employee's SSN as belonging to an existing employee record, Core HR will update the existing employee record with the data from the import file instead of creating a new employee record).
If no field has the [key] label in the 'Required' column, the import layout will always create a new record and not update any existing records.
| Column Header | Data Type | Max Field Length | Required | Notes |
|---|---|---|---|---|
| Employee SSN/Employee ID | Text | <=20 | Yes | Must match an existing employee within the system. |
| First Name | Text | <=50 | Yes | |
| Last Name | Text | <=50 | Yes | |
| Primary Phone | Text | <=20 | Yes | |
| Secondary Phone | Text | <=20 | ||
| Dependents - Notify If Arrested | Text |
|
Import Template
We have provided an import template in an Excel format to help you get started. You can refer to the table above for more information about any of the columns. Required fields have been marked in RED.