SAP Knowledge Base Article - Public

2087477 - Data Imports & Exports: How do I import user data: Manually or Automated? - Platform

Symptom

  • Importing User data.
     
     
  • You need to import user information data into your system. You can import a single user, an incremental file, or a complete employee file.
     
     
    Note
    : For standard enterprise clients, SuccessFactors support is not permitted to import your data files. They will require your help to import any data updates by following the steps outlined above.

Environment

  • BizX Platform

Resolution

  • There are two options for importing user data into our system, manually and automated via FTP.
     
  • To import user data manually, the customer will need to start with by creating a user data file (see employee export for instructions regarding creating a user import template).

 

Manual Import via New Admin Tools (OneAdmin)

1)  Click Admin
 
2)  Locate Manage Employees
 
3)  Click Update User Information
 

4)  Click Employee Import
 

5)  In File Name: click Browse
 

6)  Locate UserDirectory_CompanyID.csv file
 

7)  Optional: Select new user default password format option
 
8)  Expand the following to enable more options for: (Move mouse over ? to see explanation of each option)

Specify Form routing options
Specify File Language Format and User Restriction Options
Specify Compensation form updating options

9)  Click Validate Import File (check for errors)
 

10) In File Name: click Browse (add path to file name again from step 5 and 6)
 

11) Locate UserDirectory_CompanyID.csv file
 

12) Click Import User File
 

13) Click OK button to confirm import

 

Old Admin Tools:

  1. Select Admin Tools
     
  2. Under Manager Users, Select Employee Import
     
  3. Browse for the saved .csv User Import file
     
  4. Options available for selection upon import include:
    1. Send Welcome Message to New Users
       
    2. Validate Manager and HR Fields
       
    3. Automatic Insertion of new manager as next document recipient if not already
       
    4. Automatic Inbox Document Transfer To New Manager
       
    5. Automatic En Route Document Transfer To New Manager
       
    6. Automatic Completed Document Copy to New Manager
       
    7. Remove Inactive Employees' In-Progress Documents
       
    8.  Remove Inactive Employees' Completed Documents
    9. Enforce Manager-Only Implementation *ONLY USERS NOTED WITHIN THE SYSTEM TO HAVE DIRECT REPORTS WILL BE ABLE TO LOGIN. All regular employees will be locked out of the system

 

  1. Select Import File
    1. An email notification will be issued to the e-mail address on file for the user completing the import once the import has been processed. The import process can take up to an hour, depending on the size of the import file.

Automated FTP Imports:

  • For the automated method, a script would be executed on your HRIS system at a pre-determined time; this will generate the import file and submit it by a secure File Transfer Protocol (FTP) to our servers. Once the file is received by our server we will execute the user import process, with USHS specific options, such as document transfer to new managers. The availability of this feature varies by HRIS vendor. There is no charge on the SuccessFactors side to enable this type of configuration.
     
  • Please open a case with Customer Success to discuss automated data feeds.

Keywords

KBA , sf bizx performance management , LOD-SF-PLT , Foundational Capabilities & Tools , How To

Product

SAP SuccessFactors HCM Core all versions