Data load instructions:

Click here for full instructions on how to complete each data sheet. Please read these instructions before you begin your data load. We also advise referring to these instructions whilst you prepare your data.


Errors:

Click here to learn about each error message and how to fix your data. When doing a data load, you may be presented with an error/validation message based on the data inputted.

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These .zip files are referenced in the PDF, and are found at the bottom of the page, download them by copying and pasting the links into new tabs in your browser, or right clicking and selecting 'download linked file'.

You're only required to fill in and send back the data sheets that you require to upload.

Standard data sheets: 

https://peoplehr.sharefile.com/d-sf972fe97b87a45728ee1aa3746f68d1c

Includes:

  • Emergency contacts

  • Employee data

  • Holiday information

  • Other Event information

  • Sickness information

  • Salary data

Additional data sheets:

https://peoplehr.sharefile.com/d-s76b3ed416ee84730a8a46da19d9c6bfa

Includes:

  • Right to works

  • Background checks

  • Bank details

  • Maternity/Paternity

  • Job role history (current job roles should be specified in the employee data sheet) 

Logbook data sheets
(For Team and Professional package only):

https://www.peoplehr.com/includes/educate/data_sheets/Teampackage_logbook_data_sheets.zip

Includes:

  • All pre loaded system logbook templates

Logbook data sheets
(For Enterprise and Elite packages only)

https://www.peoplehr.com/includes/educate/data_sheets/Logbook_Data_sheet.zip

Includes:

  • All pre loaded system logbook templates

  • Custom logbook data sheet template

Thanks,

Customer Services Team

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