The Bulk Data Tool allows you to quickly and easily export and import data into and out of your intelliHR platform. The Bulk Data Tool export function is also a great way to review your current data prior to amending data for a large number of people in one go such as updating the email domain for all or amending all business units following a business restructure.
This article covers:
- Export Types Available
- Exporting Data from IntelliHR
- Using the data export as the first step to updating data
Export Types Available
There are several types of exports that can be completed using the bulk data tool export. The different types relate to the different types of data you can export and these are:
- People Data
- Job Data
- Job Remuneration Data
- Location Configuration
- Business Unit Configuration
- Training Data
- Job Requirement Compliance
- Qualifications without Requirements
- All Qualifications
How to Export Data from intelliHR
To export information from intelliHR complete the following steps:
- Navigate to Settings >> Bulk Data Tool
- Click the Export Button
- Select Export Type (select information you wish to export)
- Select a person lookup column to add to the export
(Lookup via display name is the most commonly used as this will add the employee name in column one of your export; however, if you are reconciling this data with that of a separate system adding a lookup via employee number or intelliHR id may be appropriate to assist when working with multiple sets of data)
- Select Export
This will export all selected information by CSV.
Using the data export as the first step to updating data
Exporting data via the bulk data tool can serve as a quick and efficient first step when you are wanting to update employee data.
Once you have exported the relevant data and this has been provided in a CSV file you can then amend the relevant data (columns) prior to saving and reimporting this back into intelliHR.
One of the most common use cases for this is a company-wide remuneration update. For more information on how to bulk update remuneration data click on the link below:
For any other bulk updates click on the link below: