Microsoft Excel: Data import

Objective

The objective of this tutorial is to demonstrate how HR Managers can import data into the system using Excel.

HR Manager

Export Excel Template

HR Manager

Add data to the template

HR Manager

Import the template

Start in HR HUB
In the upper right corner, click on the gear icon
Click on Advanced Settings
Click on the dropdown arrow next to Settings
Under System, click on Data Management
Click on Templates for Data Import
Select the desired template – this should be the area you want to import data for, e.g. Equipment
Click on Download
Open the file
Click on Enable Editing
Populate the Excel file with the data you want to upload
When you're done, Save & Close the file
Go to Advanced Settings again
Click on the dropdown menu next to Settings
Select Data Management
Click on Imports
Click on Import Data in the top bar
Click on Browse
Add the file with the data you want to upload
Click on Next
Do not allow duplicates
Click on Submit
Click on Finish

After the import is completed, the system will inform you if all the records were successfully imported or not. To see the import status, click on imports and select the record that was imported.
Hubdrive provides Excel templates for all the entities in the system, making the imports simple and uncomplicated.
In our Learning Center you can also find specific tutorials for importing Leave Entitlements, Leave Requests, and Employees.
The duration of the import will depend on the amount of data that is being imported.

We recommend to first import the data that has no dependencies with other entities, e.g. if you are importing an employee, without having created the departments already, and try to add departments in the employee Excel file, this will generate an error, because the system will try to connect the employee with the department, which does not exist yet. For this case, you can leave the field Department empty, this will cause no harm during the import.