WFM UK: HR: Data Imports in the HR Module

Overview

The HR module's Data Imports functionality allows administrators to manage and update employee and configuration data in bulk, removing the need to make changes on a record-by-record basis. Using structured CSV file uploads, large volumes of data can be applied, updated, or removed across the workforce in a single operation, saving time and reducing the risk of manual error.

Each import type is designed around a specific area of HR data, from pay rates and holiday allowances through to reporting lines and notification settings. All imports follow a consistent upload process and enforce the same validation rules that apply when making changes directly within the system, ensuring data integrity is maintained throughout.

The articles linked below provide full guidance for each available import type, including template requirements, field definitions, validation rules, and step-by-step upload instructions.

• Multiple Employment Pay Rate
• Line Manager Notifications
• Reports To
• Carry Over - Last and Current Year
• Flexible Holiday Yearly Increments
• Non-Calculated Holiday Values
• Linked Pay Rates at Job Title
• Employee Contracted Hours
• Employee Override FTE

Coming Soon: 

• Absence Record Import - A way to import Sickness Absence in Days or Hours
• Absence in Hours Record Update - A way to update specific Sickness Absence in Hours record (including individual days) with hours value or part day indicator.

There are also Data Imports available for our Payroll Module, found here.