In Harbor you can build your own file template. You can then set up mappings between elements in your file template and elements in the file you want to import.
1. Open the menu in the top right of the screen and select Custom templates.
The template builder is displayed. The available elements are listed in the left column; the elements selected for your custom template are listed in the right column. The following mandatory elements are always included in your custom template:
- Employee ID
- Full Name
- Organizational unit (only after there has been at least one organizational unit created by file field)
Note: Your file must provide a way to identify each individual user uniquely. Your template always contains Employee ID and Email. You must have corresponding columns in your file (which can be named differently if you create aliases). In your file, for each user, you must enter data in only one of the columns corresponding to Employee ID or Email (or both). The other must be empty.
2. To add custom elements to your template, select the required elements in the Available elements column and press the right arrow to move them to your custom template.
3. To remove custom elements from your custom template, select the required elements and press the left arrow.
– Use the check-boxes at the top of a column to select all custom elements in the column.
– Drag and drop custom elements in the columns to change their order. You can't change the order of the mandatory elements.
4. Prepare your HR file. It must contain a column Action, and for each user, indicate one of the following:
- CREATE - for new users
- UPDATE - for existing users you want to update
- DEACTIVATE - for existing users you want to remove
In our example, this is the file to load:
– Your file must have columns corresponding to the mandatory elements. However, the columns don't need to be named the same if you're using aliases.
– Each user must have either an email address or an external ID (or both). In our example, the columns are E-mail address and Employee ID reference.
5. Press Upload custom template in the top left of the screen. Select your HR file.
A message appears indicating that the custom labels from your spreadsheet are available in the drop-down menus next to your custom template elements.
6. Press File fields. A side panel opens, displaying the custom labels from your file.
Note: The labels are not case sensitive, so there is no need to create a mapping between Job Title (upper case T) and Job title (lower case t), for example.
7. Press Select an alias under an element and enter the name of the column in your file that you want to map to this element.
Note: For elements in your custom template list that already match the labels from your file, there’s no need to create an alias.
8. Press Save for later.
9. If required, press the Download button to download your template as a file.
You can now send your HR file to Workplace with your user data.
Note: From the profile page you can set your preferred users file template with default or custom header.