Human Resource Information System

Smart Importer for Loading Data

Our Smart Importer was developed to make initial loading of !Trak-It HR as fast and easy as possible. Every new user of an HR system is faced with the challenge of, "How do I get my existing data into !Trak-It HR?" The concept of the Smart Importer is really very simple. When you are ready to import your existing data into HR, you make a selection on the HR Import menu which generates a .csv template. You then open this.csv file in Excel and use it to move your existing HR data into the appropriate columns, filling in as much data as you can and leaving the rest blank. When complete you save the .csv file, go back into HR and import the modified .csv file and presto, your data is imported.

As part of the import process the Smart Importer validates the data as it is processed. For instance, if it finds a duplicate employee number it will not import the new record but instead create a log file telling you which employee numbers were duplicates. It also validates your incoming data against your code tables. There are almost 100 different data elements that are checked. In the case of user defined fields, if the incoming value is not already in the code table the Smart Importer will add it and tell you which items were added to which code table.For required fields that are empty, the Smart Importer will fill it with a default value. So when you are done using the Smart Importer you will have an HR system that is ready to use in a jiffy.

The Smart Importer imports data into the main employee screen,job screen, skills, attendance records and code tables. The Smart Importer is just another example of why !Trak-It HR is the friendliest HR software today.