How to manually refresh people data within a workspace
you need to be a TeamForm admin to refresh people data
There is 2 ways to get people data into TeamForm - a manual import or a scheduled import.
This approach highlights how to would bring in people / HRIS data manually.
Why load data manually?
You might choose to use a manual data load if you are experimenting on a separate workspace or are in early stages of implementing TeamForm and are not yet ready for automated integrations.
If modifying an integration, we recommend first testing in a separate workspace
| 1 | Via the organisations approved process, obtain the latest copy of your HRIS / people data file and save it to your computer. |
|
| 2 | From TeamForm, Clicking the down arrow on the top left header under the TeamForm logo. Then select the specific
|
|
| 3 | Click on the settings icon from the vertical left hand side bar menu |
|
| 4 | Click on the data integration that you have set up to bring in people data. Some common names for this data integration are:
| |
| 5 | Drag and drop, or click in the blue dotted line zone to upload the local saved HRIS / people file |
|
| 6 | Click on ‘Import Uploaded File’ |
|
| 7 | Check that the import is successful. If you require additional help, use the |
|
Related information