Load Data Overview
The Data Load Wizard enables organizations to upload a list or table of information into the system, eliminating the need to manually insert individual records. Data can be loaded to different parts of the system with a consistent process, allowing you to upload, review, and import data.
The Data Load Wizard can import new records or adjustments and export existing data in multiple file formats (.xls, .xlsx .csv, .txt). Note: Files loaded via the Data Load Wizard cannot contain HTML encoding. Editable templates and helpful hints guides are available for each file type for accurate importing.
Reporting is available to provide information regarding error logs and counts of records that are added or updated.
To start the Data Load Wizard, go to Admin > Tools > Core Functions > Data Load Wizard, and then click Load Data. The Data Load Wizard opens. Select the type of data you are loading and click Next. The available types of data to load are:
Security
The following permissions relate to the Load Data Wizard functionality:
| Data Load Wizard - Compensation |
Enables administrator to load compensation data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Competency Bank |
Enables administrator to load competency bank data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Data Load Queue |
Enables administrator to access the Data Load Queue screen, which displays all data loads, including current and past loads. Constraints can be applied to this permission. However, these constraints do not impact which data loads are visible to the administrator. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Events |
Enables administrator to load event data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Learning |
Enables administrator to load learning data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Load Transcripts |
Enables administrator to load transcript data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - OUs |
Enables administrator to load OUs. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Performance |
Enables administrator to load performance data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Resume |
Enables administrator to load resume data via the Data Load Wizard. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Set User Password |
Enables administrator to set a default password for new users when loading users. This is an administrator permission. |
Data Load Wizard |
| Data Load Wizard - Users |
Enables administrator to load users. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. |
Data Load Wizard |
Note: A user's permissions and constraints to create OUs and users outside of the Data Load Wizard are separate permissions. When assigning these permissions please mimic the constraints of those permissions for a consistent user experience. If an administrator attempts to load data which is restricted to them, they receive an error.
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