Paylocity manual CSV import
It's always easier to give the right answer when you have context on who you're helping. askSpoke allows you to manually import user attributes using a CSV from your HRIS.
Exporting from Paylocity
Begin by clicking "Reports" in the top menu bar. Customize your report to include supported fields. Next, ensure that your email address is correct and the box in front of it is checked. Then select "Export report."
We currently support the following fields
- Display name
- Job title
- Manager name
- Manager email
- Start Date
askSpoke uses auto detection to map the fields from your CSV to the fields supported in askSpoke. Several Report Data Sources (RDS) in Workday contain these supported fields. You will also have the option to map the fields manually once you've selected your CSV.
Review your export, then edit the spreadsheet by removing any fields you don't want imported to askSpoke.
Users tab import
- Navigate to "Settings"
- Select "Users"
- Select "Manage Users"
From the dropdown, choose "Import from CSV"
Drag and drop your CSV file into the modal or select the "Upload a CSV file" button
On the next screen, choose the mapping you prefer. In the bottom left, click the box next to "Invite new users" to add users to your askSpoke account while making the import. Then select "Import Users"