9. Data Import
Managing Personal Data: Accuracy is Key
It’s absolutely crucial to ensure that personal data is correct. This not only enables efficient processes but also builds trust with your employees. One of the final steps in the Sympa onboarding journey involves importing current basic personal data into the system. This includes details about personal information, employment, and salary – the core data required for every employee.
The data will be imported using Sympa’s Excel template. Take a moment to consider where this information is currently stored. Is it available from your payroll system? Or maybe in Excel files maintained by HR? Sometimes, it might need to be gathered from multiple sources. Also, don’t forget to allocate sufficient time for reviewing and editing the data before the import.
Now, get ready to bring Sympa to life with real data!
Data import
As a default your onboarding includes a one-time import for essential core data: personal, employment, and compensation details. This ensures a smooth start with all the vital information in place. Please check you Sympa agreement for possible other data import.
Should you wish to import additional data types after the onboarding, that’s certainly possible. Please keep in mind, however, that additional charges apply as per our current price list.
Be sure to check out our data import guide for more insights on this option. It’s a great resource to help you understand the data collection and validation in more detail!
Data import guide
Take some time to familiarise yourself with how to collect and validate the data you’ll be importing into Sympa. Why not watch our helpful video? It will guide you through the process and show you the exact format needed for collecting your data.
Example of the data import template
You can download a sample template to review. Please note that it will be customised to align with your Sympa setup before you begin populating it with data. We hope you find this helpful when planning your data import.
Things to consider
- Preparation for your custom file: There’s no need to start creating the file right now, as we will craft one that’s perfectly tailored for your Sympa setup. However, it’s a great idea to begin considering where all your employee data is currently stored. This includes core details like personal, employment, and salary information.
- Data readiness for Wrap-up phase: Ensure that all your data is up to date by the Wrap-up phase. This is crucial as it’s the time when data import happens. Having everything in order will make the process seamless and efficient.
- Review the Data import guide video: If you haven’t done so already, take a moment to check out the data import guide video shared above. It’s a valuable resource to help you familiarise yourself with the system and ensure a smooth onboarding process.
