Setting up an Employee Import

To set up an Employee Import:

  1. Create the CSV text file.

    You must create the employee import CSV file according to the field specifications listed in the HR Refresh Field Specification section.

    See HR Refresh logic.

  2. Review the mapping directives and create any necessary additional mapping definitions in the Mapping Definitions page.
  3. Review the HR Refresh Reference Settings for the import in the HR Refresh Reference Settings page.

    The HR Refresh Reference Settings allow you to define the action to implement if new values are imported to the fields listed in the HR Refresh Reference Settings page.

    If the reference table records are missing for a particular employee record, the employee import process either Inserts the new record, or Rejects the record.

    See Editing an HR Refresh Reference Setting.

  4. Specify this information to create a scheduled task in the Job Scheduler:
    Task Type
    Import Task
    Interface Type
    HR REFRESH
    Transmitter Class Name
    com.workbrain.app.wbinterface.hr.HRFileTransformer
  5. Specify this information to create a scheduled task in the Job Scheduler:
    Task Type
    Interface Task

    Interface Task Parameters:

    Interface Type
    HR REFRESH

    HR Refresh Parameters:

    Calculation Group Map Name

    The name of the XML mapping definition that specifies the Calculation Group field. The XML mapping definition must be defined in the Mapping Definitions page.

    Pay Group Map Name

    The name of the XML mapping definition that specifies the Pay Group field. The XML mapping definition must be defined in the Mapping Definitions page.

    Security Group Map Name

    The name of the XML mapping definition that specifies the Security Group field. The XML mapping definition must be defined in the Mapping Definitions page.

    Shift Pattern Map Name

    The name of the XML mapping definition that specifies the Shift Pattern field. The XML mapping definition must be defined in the Mapping Definitions page.

    Auto Recalc

    Select whether the task uses the calculation group's AutoRecalc settings, if defined, when recalculating employee records to determine what time period is recalculated.

    • Select TRUE from the drop-down menu to use the Auto Recalc settings of the calculation groups.
    • Select FALSE from the drop-down menu to ignore the Auto Recalc settings of calculation groups.

    The value of the Auto Recalc task parameter is superseded by the RULEENGINE_AUTORECALC registry parameter.

    If the parameter is set to True, then Auto Recalc settings of calculation groups are used, even if the Auto Recalc task parameter is set to FALSE.

    Process Future Dated Balances

    Select whether the task processes future balance dates when recalculating employee records.

    • Select TRUE from the drop-down menu to recalculate the future values of balances when recalculating records.

    • Select FALSE from the drop-down menu to keep the recalculate task from processing balance values in the future.

    • Select DEFAULT from the drop-down menu to defer to the value of the AUTO_RECALC_FUTURE_BALANCES registry parameter.

    If this parameter’s value is True, balance values are recalculated into the future. If this parameter is set to False, balance values are not recalculated into the future.

    Batch Process Size
    Number of records to process in one batch. A value of 10 is suggested for the best performance.