Employees

Importing employee information to Preppio 

Overview 

Preppio now offers several ways to import employee data into the application in order to onboard new hires and their associated stakeholders within the organization such as the new hire, manager, buddy, HR contact, IT contact, etc. You can either upload a CSV file manually or create an integration with your company´s HR solution by uploading your employee data securely to Preppio, using Secure File Transfer Protocol and CSV files. 

This capability will enable Preppio to enroll new hires automatically into onboarding workflows continuously over time without users needing to recreate/duplicate information manually from one system to another. 

Pre-requisite: 

You need admin rights in the Preppio application. If you do not have this, you need to ask your colleague with admin rights to change your user from “User” to “Administrator” from the settings page. 

Setup guide: 

There are 3 ways to add employees:

Both the manual import and integration import will require a CSV file that will be parsed in order to map the CSV fields to reference the fields in the Preppio application. An example would be to map the user’s first name to the first name field value in Preppio.
As a minimum, you should map the first_namefull_nameand dependant on the channel you want to use, provide the email, phone, and also the start_date of the employee. 

The integration import:
The HR solution may record this field name as First_name or FIRSTNAME, you simply need to select the imported field name from the file and map it to the corresponding field name in Preppio. This will help the application to read the CSV file records and recreate them in a format that is familiar to the Preppio application. As a minimum, you should map the first_namefull_nameand dependant on the channel you want to use, provide the email, phone, and also the start_date of the employee. 

Graphical user interface, table Description automatically generated

Next, you will need to download the private key and use the SFTP host and port information in order to create a connection to our servers so that we can accept the CSV files that you submit. 

 

You should be all set and ready. We will look for changes/updated CSV files from you every 12 hours. Once the data is imported, you can verify and make any amendments to any employee data. All importing jobs are also registered and can be referenced and rolled back on if required.