Bulk Upload - Employee Nominals

The below article is relating to the bulk upload - Employee Nominals which can be found by going to Administration -> Company -> Bulk Upload.

The Employee Nominals Bulk Upload can be found within the Non Core Data section:

This bulk upload allows you to add Employee Nominals to the system.

When you load the page the most important parts relating to bulk upload are at the top of the page:

Employee Field

In the CSV the first column is called employee ID, this setting relates to what you enter in that column, For example if you have used the employee's names in the CSV the employee name option will need to be selected. 

Reset all Nominals

When you reupload a nominal file this will allow for updates to nominal codes (for example, marketing for John Smith changed from 7406 to 7409) but it will not handle removal of employees or removal of categories entirely (for example, John Smith is no longer able to submit marketing expenses) - if you need to do either of these you should select YES below which will remove ALL nominals for ALL employees and allow you to start over.

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV:

When you download your sample CSV file it will look like this:

Employee: This field relates to your chosen Employee field on the bulk upload page, if you have chosen employee name this will be the employee's first and last name exactly as they are on HRWize, if this is either the system or Works ID, this will be either of those IDs exactly as they are in HRWize too. This field is Mandatory and Case.

Value: The name of the employee nominal. This field is Mandatory.

Reference 1, 2, 3, 4, 5: Reference numbers or codes relating to this nominal. These fields are Optional.