This is the process of entering all of the individual employee data into the data template. In this step, you will download an excel data template from within the platform.
The data template you download will be pre-formatted with the pay programs you defined earlier. You will then map your employee data to the defined columns in the data template, making sure not to change the order of the columns, or renaming any column headings. Then upload the completed data template back into TotalRewards Builder.
Note: Keep all headers intact, data template and programs in the portal should match to avoid uploading issue. Employee IDs must numerical values only.
Once the mapping is completed, create an Upload File by copying all data to another file. Click the Arrow from the top of the page on the Employee tab to highlight all data and Copy (CTRL+C)
Open a new file, click the Arrow from the top of the page of the new file
Right-click on the mouse, Paste as values to ensure there are no formulas saved
Format the Upload File, Bold (CTRL+B) the headers
Rename sheet/tab to Employee
Save as Upload File, click File on the upper left side of the screen
Choose Save As on the drop-down menu. We suggest following file naming conventions
