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Importing HR Data

Updating ProMaster with HR data is a two-stage process that updates existing user information within ProMaster with details from an existing HR system. The first imports the HR data and the second validates that data against that in ProMaster.

To process HR data into ProMaster:

1. Select the Admin tab;

2. From the Administration page, select Activity Parameters from the Activities section on the left hand side of the page;

3. From the Activity Parameters page, select Import HR Data from the activities list;

4. Enter or select the Directory;

The right-hand pane will now provide a list of available directories.

5. Navigate to the appropriate directory containing the HR file;

If required, change the File Extension field to match the extension of the import file (typically *.dat or *.txt)

Ensure the New Extension field has a value like "old" so that after import, ProMaster renames the file to *.old so that it cannot be imported again accidentally.

6. Click Update Changes;

7. Click Process;

8. Select Perform HR Validation from the activities list;

9. Select the appropriate validation options;

Each field in the parameter list has two options in each drop-down list:

· Report Only - Generates an activity log that reports on the HR information being imported into ProMaster (if any). No updating occurs;

· Update and Report - Updates ProMaster data with the HR information being imported. It also generates an activity log of the data.

10. Click Update Changes;

11. Click Process;

12. Check the generated activity log with actual results.

The other available buttons on the Activity Parameters page:

· Stop - Rolls back whatever the activity processed up to the point the button was depressed. Useful in the case of unintentionally running an activity.

· Disable - Disables an activity. One way it can be used is to prevent the running of activities that are only used occasionally, thus preventing unintentional activation.

· Reset - Resets the Status of a "Disabled" activity.

· View Log - Brings up the most recent activity log for an activity.

To view any other activity log related to an activity, see Activity Log.

· Running Details - Allows you to view the activity log being generated in real-time. Useful when checking on an activity that is taking an unusually long time to complete.

· Refresh - Refreshes the Status column of the list of activities.

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