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About Import of Miscellaneous / Other Information for Employees
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Article
No |
Q0008 |
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Version Applicability |
PERKS
2.45
and later |
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Last Reviewed On |
May
12, 2000 |
SYMPTOM I already
have my Employee Master defined in a Spreadsheet, say, MS Excel. I observe that though
PERKS provides the option of importing data for the Employee Master, it does not specify
the name of any particular Spreadsheet software, such as MS Excel. The available formats
for direct importing under the Housekeep / Import Data / Employees module are (1)
DBF (2) SDF and (3) DELIMITED Format. Under these circumstances:
I apprehend whether I shall have to key in the employee
details manually.
Probably I shall have to go through the entire
Spreadsheet, identify each and every department, division, etc. (i.e., the standard fields
available for entry through the Employee Master), define them beforehand, and then only I
shall be able to proceed for the import.
RESOLUTION
Most popular Spreadsheet packages provide options to
export or save data in .DBF format, which is the native data format for PERKS. Therefore,
save your data in .DBF format. As an alternative, you could save the data in
.CSV (i.e.,
delimited by comma or some other specific character) format as well. Once you have the
exported data, proceed as usual, selecting DBF format or DELIMITED format, as you deem
appropriate.
You need not define them (i.e. each and every department,
division etc.) beforehand! While specifying the import parameters, just provide the
mapping information between the Source Fields and Target Fields as usual. The
Miscellaneous items, like Departments and Divisions, will get created dynamically.
MORE INFORMATION
Non
standard data, which feature in PERKS as ‘Employee Other Information’, will not
be available in your Employee Master before you have created them (unlike a standard
field, e.g. the ‘Department’, which will be available in the Employee Master
even before a single department is being defined). Therefore, if you need data to be
imported into a custom field, you need to define their names and data types before you can
import data into them.
You can find more information on how to
import employees from the topic titled ‘To import data related to Employee’ in
the Online Help.
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