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Update personnel in bulk

Change details for many people at once from a file, instead of editing each person's record. This works with a list from your payroll or HR system, and with a file you download from Markular.

Organisations with an external HR system

Batch import, including updates, is unavailable when personnel is synchronized from an external HR system. Update the people in that system instead. See Work with personnel managed by an external HR system.

Before you start​

How a row finds the right person​

Each row is matched to one person already in Markular. Markular tries these columns in order and uses the first one that finds exactly one person:

  1. MarkularId, the person's own number in Markular. It is filled in when you download people.
  2. EmployeeId, the employee ID from your payroll or HR system.
  3. Email.

If the columns in a row point to different people, or an email belongs to more than one person, the row is flagged and nothing changes for it. Add the Markular ID to choose the right person.

If you choose Add new people for a file with people who are already in Markular, the preview tells you and offers Check again as Add and update.

What changes and what stays​

  • Empty cells keep what is there. Only the cells you fill in change anything.
  • Status and contract type change from today. The earlier status or contract type stays in the person's history.
  • Competencies are not part of the update. Add or change them on the person's profile.
  • Work schedules stay as they are. Change them in Planner.
  • A new UPN changes how the person signs in. The preview warns you so you can check it first.

Download people to update​

  1. Open the People module, then Settings, then Batch Import Personnel.
  2. Under What should the import do?, select Update existing people.
  3. Select Download people for update, choose which statuses to include, and select Download. Active is chosen to start with. You get an Excel workbook laid out like the template, with each person's MarkularId filled in.
  4. Open the file in Excel, change what you need, and leave the rest as it is. Save it as an Excel workbook (.xlsx). A CSV file also works if you separate the columns with semicolons (;) and save it as UTF-8.

The Batch Import Personnel wizard on the Upload step with Update existing people selected, the explanation of how rows are matched to people, and the Download Excel template and Download people for update buttons.

Steps​

  1. On Batch Import Personnel, select Update existing people. To add new people from the same file as well, select Add and update instead.
  2. Upload your file and select Validate & preview.
  3. Review the preview. Each row shows what will happen: Update, No changes, New or Error. A changed cell shows the current value struck through next to the new one. Select a row to see all of its changes.
  4. Select the import button, for example Update 1 person. Rows with errors and rows without changes are skipped. Keep the page open until the import is finished.
  5. Select Download results for a file that shows what happened to each row.

The preview of an update file, with counters for updates, rows without changes and errors, one row per person with its action, and the updated row opened to show the old email struck through next to the new one.