...

• HR Feed - Allows clients to maintain user profiles/accounts on a daily, weekly, or bi-weekly basis.

  • It is highly recommended to have an HR feed, if the client has Single Sign-on (SSO) or Open Expense enabled.

• Profile upload - Available as an ad-hoc upload.

  • Upload at any time to create, deactivate or update user accounts/profiles.

    • Used when onboarding user accounts.

    • Mass updates to user accounts including reporting fields.

• HR feed/Profile upload is customizable.

  • You can remove and add columns, allowing for easy upload and clarity.

• Delegate upload - Allows clients to associate delegates to user profiles.
  Note: Best used as a one-time Delegate - User account/profile association, before going live. The file may remove delegate/user associations if all data is not on the file, therefore it is best to upload only during on-boarding process. The delegate upload is a full replacement of existing associations.

  Best practice: Allow delegates and users to assign associations within their profile settings

...

• once the site is live.

Need to Know

Automated HR Feed processed by Deem.

• SOW is required for an automated HR feed, if processed by Deem (This is a cost item).

  • Contact Deem Channel Sales director.

  • Once SOW has been signed the request will go to the CX Team who will work with the client and/or TMC to set up the process.

    • To prepare you can start by creating the HR feed.

    • For further information please click link Automated HR feed.

HR Feed/User Profile Upload

Download Template

1. On the Profiles tab, select Download Templates.

   Image Modified

2. Select Download Templates with Instructions (Excel)

...

1. . Downloaded file contains not only a template you can customize, but also instructions and database values.

...

1. Image Added

Error Key

...

See attached example in this Wiki article.

Database List of Values 

...

See attached example in this Wiki article.

Create User Profile Upload

• The HR feed/User Profile upload may look overwhelming, but keep in mind you can customize.

• Headers are case sensitive.

• Remove any column/columns not needed.

  • Fields required or critical when onboarding user profiles, or HR Feeds.

    • externalID (Typically matches the User Name, but it is recommended to use information that is specific to the user such as their Employee ID. This way if you have an HR feed you have a field that is different and will make changes easier for you.).

    • userInfo.userName

    • userInfo.firstName

    • userInfo.lastName

    • userInfo.email

    • accountStatus

      • Activates or Deactivates account

        • A=Activate

        • D=Deactivate

    • employeeStatus

      • Activates or Deactivates account

        • A=Activate

        • D=Deactivate

  • See attached example within this Wiki article.

...