Set up SOR

SOR Setup for a CSV File

• Navigate to System of Record on the left navigation pane. 
• Select Add.

• Select the Data Ingestion as File Upload and provide an Application Name.
  • Please note that once the application has been created, the name cannot be modified or duplicated within other applications.
• Select Save.

• Begin importing your file by selecting Import while hovering over the actions box next to the name of the application.

• Click on the sample .csv to download the file with appropriate column headers.

• Additional columns that can be added after the last column within the sample CSV:
  • Employee Title
  • Department
  • Location
  • Org Unit
  • Employee_Type
  • Employee_ID
  • Count
  • Terminated Date
• You can also add other custom columns after the last column within the sample CSV if there is a need to include additional data other than the above.
• Review the sample .csv file provided and once you have confirmed your file meets the sample standards (exact headers) either drop or upload your file in the designated area.

• Review the validation criteria to confirm that the file passed all requirements.
  • Total Records shows the total count of records in the uploaded file.
  • File Validations can be seen with Status and Comments.
  • For any Fails, please revisit your file to make corrections before uploading the file again.
• Select Import.

• Upon selecting Import you should receive a Success screen.

• Please review the record counts.
• If any records were skipped, then you can click the number shown, it will download a .csv file.
• The exportable .csv file will show which records were skipped and why.
• Fix any issues with skipped records, updated the records and re-upload the file in provided format.