Give Access to Employees via CSV Import

1.  Create and save a CSV filewith the following columns

Internal ID (of the Employee)

Role

Password

Confirm Password

Require Password Change

Give Access

 

2.   Updatethe Employee Record via CSV Import

a.    Navigateto Setup > Import/Export > Import CSV Records

b.    Set

Import Type = Employees

Record Type = Employees

c.    Choosethe CSV file

d.   ClickNext

e.    Set Data Handling = Update

f.     Click Next

g.   Mapthe fields:

Internal ID = Internal ID

Role = Roles 1: Role

Password =Password

Confirm Password= ConfirmPassword

Require PasswordChange=Require Password Change On First Login

Give Access =Give Access (usercan set the default value to YES byclicking on the pencil icon)

h.   ClickNext

i.     ClickSave and Run