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Mettre à jour vos données employés à l'aide d'une feuille de calcul
Mettre à jour vos données employés à l'aide d'une feuille de calcul

Si vous n'avez pas une intégration SIRH, voici comment mettre à jour les données relatives à vos employés à l'aide d'une feuille de calcul.

Mis à jour il y a plus de 2 mois

Tutoriel video

⚠️ La mise à jour via feuille de calcul ne doit être utilisée que si vous ne pouvez pas vous connecter à votre SIRH. Sinon, mettez à jour vos données en utilisant votre intégration SIRH.

Step by step

  1. Go to Settings and click on Data & Integrations. Make sure you click on the Spreadsheet tab.

  2. If you ONLY want to update data from employees that are already on Figures you may click on Partial Employee Data Update.

    Important: Comprehensive Employee Data Sync is an option that allows you to update but also to add new employees or delete employees from your Figures account via a Spreadsheet/Excel.

  3. Click on I already have a spreadsheet (since you already exported one as mentioned on the first point above)

  4. Select all the columns that you would like to upload or update.

    • Important: Please don't modify the headers from your export.

    • The only mandatory column is your employee number but please add all the columns you might need.

  5. Click on Import file

  6. Select your .XLS file from your computer and go through the upload file workflow

  7. Once done with the workflow, review the final confirmation.
    Do not hesitate to click on Preview to see an overview of the employees that will be updated.

  8. Click on Confirm to update your employees

Important

  • Change of salary, bonus or location: you won't have to do anything.

  • Change of job title, or level: They will appear as "Needs remapping" in your homepage. In that case, you'll have to change Figures mapping if needed and click on Submit.

  • New employees: Ttey will appear as "Unmapped" and you'll need to assign a Figures job, level and location.

  • If you have the Salary Bands module, make sure that all of your employees are mapped to a band (specially if you created new jobs, levels or locations).

For any questions, please reach out to the Figures team.

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