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How to Import Data into a Compensation Cycle

A Step-by-Step Guide for Front-End Data Loads in Comp Cycle

Step 1: Access the Comp Cycle

  • On your homepage, find and click on "Comp Cycle". This will take you to the main page for managing compensation data.

Screenshot 2025-02-03 at 11.25.21

Step 2: Select the Relevant Comp Cycle

  • Choose the compensation cycle you want to load the data into. This is the cycle where you will be importing employee or planning group information.

Step 3: Open the Admin Dashboard

  • On the pop-up screen that appears after selecting your cycle, click on "Admin Dashboard" to access the administrative settings for this compensation cycle.

Step 4: Go to Settings

  • In the upper right-hand corner of the screen, click on "Settings" to open the settings page.

Step 5: Select Import Option

  • On the left-hand side of the settings page, you’ll see a menu with various options. Click on "Import" from the list. This will open the import interface.

Step 6: Choose Your Import Type

  • You will now need to decide whether you are importing employees or planning groups. Select the appropriate option based on the data you wish to load.

Step 7: Download the CSV Template

  • After selecting your import type, download the corresponding CSV template. This template will provide the necessary format and structure for your data.
  • Fill in the data within the template. Make sure to follow the required column format to ensure a smooth import process.

Step 8: Upload the Completed CSV File

  • Once your data is entered into the CSV template, return to the import interface and upload your completed CSV file.
  • Click on "Import" to begin the data loading process.

Step 9: Review Your Data

  • After the file is uploaded and the import process is complete, the system should display your imported data instantly for review.
  • Verify that everything looks correct and ensure that all data has been loaded accurately.

Notes:

  • Ensure that the CSV file follows the correct formatting guidelines (headers, data structure) as per the template to avoid any errors during the import.
  • You can update or correct data after import if necessary, using the same process.