Import Employee Data

LiveIQ provides two templates for importing employee data:

• Basic template — Use this template to obtain the most important information and add it to LiveIQ. Pay Rates and Main Store details are imported only for a new employee. In addition, for new employees, the Employee Start Date is used as the start date for Pay Rate and Allocated Store. Columns marked with an asterisk (*) are mandatory.

• Advanced template — Use this template to capture all fields for employees, including any custom attributes you may have added. Columns marked with an asterisk (*) are mandatory.

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1. From the LiveIQ toolbar, click Labor.

2. From the menu bar on the LiveIQ Labor screen, select Employees > Import/Export Employee Details.

3. To create a file for employee data on the Import/Export Employee Details screen, click Download basic template or Download Advanced Template .

4. Save the downloaded file and open it with the program of your choice (for example, Microsoft Excel).

   Be sure to retain the header rows so LiveIQ can correctly interpret and store the data.

5. Enter the employee data or copy and paste the data from a source file (for example, a Human Resources data file).

   The template can accept a maximum of 100 records. If the source file contains more than 100 records, you must create a separate file for each batch of 100 records.

   Each employee must have a unique payroll ID number.

6. Save the file and return to LiveIQ.

7. Click Import Excel File , browse to and select the CSV file with the employee data, and click Open.

8. When the validate message appears, click OK.

   LiveIQ displays the employee data, highlighting any issues with !.

9. Resolve any issues and click Validate Import .

10. When you have resolved all the issues, click Save Employees .