If an event occurs that causes a change, the Employee Import function is used to import new user data.
When using Employee Import, each form can have its own definition as to what happens after a change.
Once a change is made and the User Data File (UDF) is imported, the form template settings determine if the information is moved to each form on a case-by-case basis.
If there is a manager change, the manager information is changed in the import file.
- The file is then imported either manually or automatically.
- During import, there are automatic manager transfer options to be selected, which apply to all forms when form template settings permit.
At the template level, each form has its own settings that enable a form to be moved (or not) based on manager changes.
The system will attempt to apply the settings set up in import and then look at the form template setting on each form template.
|If a checkbox is selected during import and the form template settings match ||the form moves as specified by that setting|
|If a checkbox is selected during import but the form template settings do not match ||the form moves as specified by that setting|
|If a checkbox is not selected during import||the settings at the form level are ignored and the form does not move|Note
After importing users through Employee Import, you now receive a separate email notification about document transfer results, including lists of users whose forms have been transferred or failed to transfer.
If you are using an Instance with SAP SuccessFactors Employee Central, you will not find the option Employee Import. Navigate instead to Import Employee Data, and select the Basic Import entity.