How do I import and synchronize employees from files and payroll systems?
When a file has been prepared with the necessary employee data, either from a spreadsheet or a payroll system, it can be uploaded to CleanManager.
NOTE: If you have not prepared your data, you can read more about how to prepare your employee data for import in this article: Set up employee data for file import |
You can now begin to import your employees in a synchronized process:
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Start the synchronization of an employee
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Import employee data (only for file imports)
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Setup of an employee/partner
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Setup of all employees/partners
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Choose a partner for an employee
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Synchronization conflicts/correction of employee data
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Deactivation of synchronization for employees
Start the synchronization of an employee
In the menu, go to Employees > Employee list | ||
Afterward, click on Synchronization A new window will open, where you can start importing/synchronizing your data |
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Import employee data (only for file import)
If you need to synchronize your employees with a file import, you must first select a file and a file type from the payroll system you need to synchronize from.
Click on Select a file and choose the file with the employee data that should be synchronized | |
You can also drag your file into the window and let it go in the red field | |
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Click on the dropdown menu to select the file type that you are importing | |
Please select the CleanManager Format | |
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Click on Submit to import your files |
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You can now begin synchronizing your employee data | |
Setup of an employee/partner
If an employee only exists in the imported file, you can set up a partner in CleanManager. The employee's data will then be imported.
Click on Create partner to create the employee in CleanManager | ||
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Create the employee with an employee number in CleanManager | ||
End by clicking on Submit | ||
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The employee will now be created in the opposite system and at the same time a synchronization connection will be set up | ||
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Setup of all employees/partners
When you start using CleanManager, you can import all your employees at once from the same file.
Click on Create partners to set up all new employees in the opposite system | |
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Enter the employee numbers or import the employees with their existing employee number | |
Click on Submit to confirm the synchronization of employees | |
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The employees are now setup and the synchronization has been established | |
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NOTE: If you cannot see the newly imported employee, then update/refresh the page in your employee list to see your new employee data. If conflicts arise, go to this section: |
Choose a partner for an employee
If an employee exists in both CleanManager and the imported file, you can pair them up as partners.
Click on Select partner on e.g. an employee in CleanManager |
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Thereafter, click on Select as partner for the corresponding employee in the file import |
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The synchronization is now complete | |
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Synchronization conflicts /correction of employee data
A conflict can arise when employees are partnered up if their data does not match. This conflict must be addressed in order to save the right data. In some cases, the conflicts must be resolved immediately, but they can also arise occasionally if data has been changed in either of the systems.
Click on Resolve conflict | |
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Resolve the conflict for the data that does not match between the two systems | |
Select which of the data you want to save (it will be highlighted blue) | |
End by clicking on Submit | |
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The synchronization is now set up | |
When the connection is established, the employee will be moved down the list to the section Synchronized | |
(You can always stop the synchronization and then start it again) | |
Deactivation of synchronization for an employee
If an employee is supposed to only exist e.g. in your payroll system, or you do not want to import the employee, you are able to exclude those employees from synchronization.
Click on Don't synchronize | |
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The synchronization of the employee is now deactivated |
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