Use the Data Migration Update Facility to make bulk updates to employee and contract records, as well as certain reference data. The full list of updatable items is as follows.
Employee updates
The table below lists the elements available for bulk updates to employee records. Each item appears in the Data Migration Update Facility widget with the prefix 'Person -'.
Update Element | Description |
Bank Details | Updating an employee's bank account details. The following can be updated.
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Contacts | Update contacts for an employee, e.g. their mobile number, email etc.
All contact types assigned to employees can be updated. |
Expense Code | Updating an employee's expense code assignment. |
Home Phone | Updating an employee's home phone number. |
Input Location | Updating an employee's input location (for Payroll). |
Pay Code Group | Updating an employee's personalised pay code group assignment. |
Probation Details | Updating an employee's probation details. The following can be updated.
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Shift Details | Updating an employee's contract shift type assignment. The following options are available to update.
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Sickness Category Code | Updating an employee's absence category code. |
Contract updates
The table below lists the elements available that can be used for bulk updates to contract records. Each item appears in the Data Migration Update Facility widget with the prefix of 'Contract -'.
Update Element | Description |
Category | Updates the Category field on an employee's contract record. |
Cost Centre | Updates the Cost Centre field on an employee's contract record. |
Employee Status | Updates the Employee Status field on an employee's contract record. |
Employee Sub Status | Updates the Employee Sub Status field on an employee's contract record. |
FTE | Updates the FTE fields on an employee's contract record. |
Job Category | Updates the Job Category field on an employee's contract record. |
Job Title | Updates the Job Title field on an employee's contract record. |
Location | Updates the Location field on an employee's contract record. |
Project | Updates the Project field on an employee's contract record. |
Reports To | Updates the employee's Reports to Manager. |
Sub Category | Updates the Sub Category field on an employee's contract record. |
Work Group | Updates the Work Group field on an employee's contract record. |
Reference data updates
The table below lists the elements available that can be used for bulk updates to reference data items. Each item appears in the Data Migration Update Facility widget with the prefix of 'Reference -'.
Update Element | Description |
Cost Centre Description | Update the description for existing Cost Centre Codes. |
Pay Code Description | Update the description for existing Pay Codes. |
Shift Type | Update the following elements for existing Shift Type Codes:
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Work Group | Update the following elements for existing Work Groups:
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