Bulk Employee File Upload

One of the main uses of the Data Load Module in your HRIS portal is bulk uploading employee files. This function allows you to upload a file to be stored in all employees' digital filing cabinets (for example, an Employee Handbook or Benefits Brochure).

Instructions

To bulk upload employee files, start by launching the Data Load Module in your HRIS portal. Once here, select "+Add Data Load Button" at the top left of your screen.

Next, enter a name for your upload and select "Bulk Employee File Load" from the drop-down menu.

Then, select "SFTP" from the Transmission Menu Drop Down.

Note: The next few steps are a bit technical. Because this module uses SFTP (SSH File Transfer Protocol) to keep your data secure, you will need to enter information such as a Host Name, Port, Username, Password, and Host Key to complete your upload.

If you don't have this information readily available, please reach out to your internal IT department for assistance!

From here, you will need to fill out your server information. Once finished, select "Update".

Your connection will be complete when the new record is displayed in the Data Load "Jobs" section.