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You can skip this step if accounts/profiles do not already exist within the site.
It is a recommended to pull a profile extract to ensure that profiles are not only created properly, but it is also helpful when configuring the HR feed.
See User/Profile Extracts for further information.
HR Feed/User Profile Upload Template
Download Template
On the Profiles tab, select Download Templates.
Select Download Templates with Instructions (Excel). Downloaded file contains not only a template you can customize, but also instructions and database values.
Error Key
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Review attached .xls spreadsheets
Download the attached spreadsheets for use in the following instructions.
Error Key
The Upload Error Responses tab in the UserProfileUploadTemplateInstructions.xls list errors and resolutions when uploading data.
Database List of Values
The list of values are available for your database when uploading your data. See attached example in the User Database List of Values tab of the UserProfileUploadTemplateInstructions.xls.
Create User Profile Upload
When creating a user profile upload:
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Remove any column/columns not needed.
Complete the following fields, which are 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
roleSet.role_1
Value ROLE_TRAVEL_APPROVER
userInfo.travelApproverID
Value externalID of manager
Please click link for further additional optional profile attributes available with SSO.
File Name/Type Requirements
The following list are file name and file type requirements for profile uploads:
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