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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

  1. On the Profiles tab, select Download Templates.

  2. 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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  1. Remove any column/columns not needed.

  2. 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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