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How to Import People into Talent Management

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David N

Importing employees allows you to quickly get an influx of new employees up and running with learning plans, courses, evaluations, and more.

Navigating to People
  • Click Account Admin

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  • You should see the People page initially.

    People_-_Menu_-_01.png

Fields for Importing

Available Fields for Importing

Available Fields for Importing

User Fields See below for descriptions of all fields used for importing users.
Last Name Last Name of employee.
First Name First Name of employee.
Middle Initial  
Display Name Also referred to as Preferred Name.  If none, or do not have this information, use First Name. 
Work Phone, Home Phone, Mobile Phone Employee's respective phone numbers.
Email Employee's email
Employee ID
  • The employee ID is typically generated from an HRIS system.
  • If not using an HRIS integration, establish an employee ID format.
  • For example, email address, first name and last name (bobsmith), etc.
Job Code*
  • Use for assigning Training and Evaluations.
  • Must match the Code in the Talent System, not the Title, Description, or Position Code.
  • For more information about job codes, you can refer to the following article.
Job Title  
Username
  • This will be used by users to log in to the system.
  • The username must be unique within the Arcoro system.
  • We strongly suggest using their email address as their username.
  • If you are using SSO, this value should simply be populated with an email address.
Manager
  • The direct manager for the employee. The format can be Username or First Name Last Name.
    • Username is recommended for companies that may have employees with the same name
Hire Date Hire can be used for assigning Evaluations.
Termination Date Used for historical purposes and records.
Next Evaluation Date Use this to assign individual evaluation dates if hire date or 1 custom date for all users is not used for scheduling evaluations.
Salary
  • The salary information, if populated, can be seen by the Manager's view of their direct/indirect reports and is optional to add to the header of an evaluation/performance review.
  • This field accepts numeric values only.
Last Raise Date If populated, only viewable by the manager of the employee and an administrator of the Talent System.
Department*
  • Departments are used to assign training and to filter employees by within Succession Planning.
  • Department Name is used for the Import and is applied to the dropdown menu when selecting by the department.
  • If using an import file or API, Department(s) will need to be created before doing an import.
  • For more information about departments, you can refer to the following article.
Last Raise Amount If populated, only viewable by the manager of the employee and an administrator of the Talent System.
Last Promotion Date Can be used for assigning evaluations.
Location*
  • Location the employee is working at or reporting into.
  • Must match the Location Name in the Talent System.
  • For more information about locations, you can refer to the following article.
Gender Use values or: Male / Female
Active
  • Use a value of 1, TRUE, or YES to make a user active
  • Use value of 0, FALSE, or NO to make a user inactive.
  • Active status allows user to receive notifications and appear in lists to be assigned training and evaluations.
  • Inactive status removes notifications and user will not appear in lists to be assigned training and evaluations.
  • Note: Users can be made active/inactive with turnover or rehire
Ethnicity The available ethnicities to use are:
  • American Indian or Alaska Native
  • Asian
  • Black or African American
  • Hispanic or Latino
  • Native Hawaiian or Other Pacific Islander
  • Not Specified
  • Two or More Races
  • White
Manager Role
  • TRUE value for managers
  • FALSE value for non-managers.
SSO Username Used only when SSO has been purchased and is part of the contract. Contact your Implementation Specialist or Account Manager for more information.
Group-Group Code*
  • Groups are used to assign training, assign learning plans and restrict courses in the catalog.
  • The header for your spreadsheet would be [Group Title-Group Code].
  • The Group Code is the only field imported from the import file and Group Title appears when selecting to assign by the group.
  • If using an import file or API, Groups will need to be created before doing an import.
  • An employee can be assigned to multiple Groups.
  • Within the Import File, each group must be in a separate field/column, DO NOT place into one field and separate it with a comma.
  • For more information about groups, you can refer to the following article. 
Required Fields for Importing

Required Fields for Importing

  • First Name
  • Last Name
  • Display Name
  • Username (needs to be unique, example: email address)
  • Email (this does not have to be unique)
  • Hire Date
  • EmployeeID
  • *Job Code
  • Manager
  • *Location
  • Active/Inactive
  • Manager Role

Asterisk (*) indicates fields that must be populated PRIOR to importing employees into the system. All items can be changed/edited after the import is complete. All employees added will have the default "Employee" role assigned to them automatically.

Manager role is assigned via the import for those with 'Manager Role' marked as True. All other roles are assigned manually. See Roles for more details.

How to Import Employees

  • Fill out the attached template. For information about the given fields, refer to the information above: Import Template.
  • From the People page, click Import...

    People_-_Import_-_00.png

  • Click Choose File. Then click Upload.

    People_-_Import_-_06.png

  • Once the file has been uploaded, it will indicate if the data for the employee is valid. If the employee is new, they will be labeled as "Add User". If the employee already exists, they will be labeled as "Update User". If the employee is "Invalid" their data will need to be updated/corrected.

    People_-_Import_-_07.png

  • You can make corrections/edits to an employee import by clicking Edit for any employee entry.

    People_-_Import_-_09.png

  • Edit the employee entry as needed. Any fields highlighted in red must be updated. When finished, click Update.

  • When ready to import the employees, click Save.
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