Setting Up an Import

You can set up an import to import employee demographic information into PureSafety. Below are the general steps for setting up an import. Go to the individual topics for details on each step of the process.

1. Decide whether to import both employee and organization unit information. If doing both, you need to provide two separate import files.
2. Select the import file format you want to use. You can use Microsoft Excel (.xls and .xlsx), or any flat file that is delimited by commas, semicolons, pipes, etc. (for example, .csv or .log).
3. Download and use the import file templates. UL EHS Sustainability provides these templates, which are available by going to the (People tab > Actions panel > Create Import link > Sample Templates).
4. Decide how often you want to import data and ensure the files are updated at these intervals. You can import data either manually or automatically by your HRIS or another employee management system.
5. Upload import files. This is a manual process that you must perform in PureSafety; it is not automated. You can upload import files whenever you need to make updates. To import a file, go to People tab > Actions panel > Create Import link. This is an ongoing task.
6. You must verify that the import worked correctly and that there were no errors after you import your information.