While you can update most of your data by importing your people or positions list or setting up automated data imports, the following person and position fields currently require you to enter changes manually.
Person Data Requiring Manual Updates:
Dependents
Direct Deposit
Professional Skills
Social Links
Licenses and Certs
Education
Awards
Publications
Organizations and Communities
Lists
PTO
Timesheets
Benefits
Assets
Documents
Notes
Position Data Requiring Manual Updates:
Funding Source
Note: The Employee Type field is shared by a person and their position. If the Employee Type for a person is updated, the Employee Type for their position will be updated automatically. The reverse, however, is not true. When importing data, file columns mapped to the Employee Type field will update both the person and their position. Employee Types for open positions must be updated manually.
Please contact our customer success team to learn more.
Additional Resources