The process for populating the spreadsheet with user data will vary depending on the client's employee information management system. Data may be entered directly in the template spreadsheet, or the template can be used as a guide for creating the spreadsheet.

IMPORTANT – FORMATTING ISSUES

Each spreadsheet has the following formatting requirements:

• The required date format is YYYY-MM-DD.

• The values in the spreadsheet header row must not be deleted.

• The Middle Initial field cannot be updated using the import process. If the Middle Initial field is on the employee form, it will appear in the user import template. The Middle Initial column must be removed from the User Import Information spreadsheet before it is imported.

• All cells in the Excel spreadsheet must have a designation of Text for Number before being uploaded.

  If you use the Replace feature in Excel, be aware that it may not maintain the required cell formatting. Testing has shown that cells formatted as text become general format after using Replace. If the cells are not formatted as text, the import will fail.

  If you use this feature, always verify the cell formatting when done. If necessary, select the appropriate cells and change the formatting.