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Purpose:


To add multiple employee records to SuccessFactors


What are the steps involved?


Step 1: Login with your credentials in SF Instance.

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Step 2: Goto ‘ADMIN CENTRE’. Click on ‘Import Employee Data’ in Update User Information under Manage Employees

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Step 3: Click on ‘ Basic Import’ in ‘Download a blank CSV template’ to download a blank template with header fields in csv format.

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Step 4: Once you click to download, a csv file gets downloaded like below.

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Step 5: Click to open the downloaded file, you can see the header fields.

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Step 6: Assuming that you have configured foundation objects: Legal entity, Business Unit, Department, Division, Location Etc.

Fill in the csv template with multiple employee records like below and save it on your system.

STATUS should be ‘active’.

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Step 7: Go back to the screen in step 3, click ‘Choose File’ and select the saved csv file in step 6 as below.

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Step 8: Click ‘Validate Import file Data’ to validate the csv file. You will get a validation successful message as below.

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Step 9: Click on ‘Import’ after successful validation. You will receive the below success message after importing the csv file.

Step 10: You can now check that employee record has been added by searching the employee by name or in the org structure.

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You have now successfully added list of employees in a single import.

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